日本海事新聞ニュース Japan Maritime Daily Mar 27, 2024 (Wed)

‌‌【Baltic Weekly Market Report】(March 18-March 22) Supramax market at $15,000 in Asia

■ Changes in BDI (Baltic Dry Index, 1985=1000)

　■ Capesize 　Similar to last week, the Capesize started positively but it was soon paused. The Capes ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0+Capesize%3Cbr%3E%E3%80%80Similar+to+last+week%2C+the+Capesize+started+positively+but+it+was+soon+paused.+The+Capesize+5TC+struggled+in+the+negative+territory+in+the+rest+of+the+week%2C+breaking+the+%2430%2C000+threshold+and+eventually+settling+at+%2428%2C875+on+Friday.+After+the+cyclone+across+Western+Australia%2C+C5%2C+the+West+Australia+to+Qingdao+trade+continued+its+turbulent+journey+by+reaching+over+%2413+mid-week+before+ultimately+closing+at+%2412.171.+C3%2C+the+Brazil+to+Qingdao+trade+hovered+at+the+level+of+%2430+but+ultimately+closed+at+%2428.535.+Atlantic+round+voyage+and+front+haul+runs+both+declined%2C+but+they+are+still+about+twice+of+the+values+compared+with+the+second+half+of+March+last+year%2C+at+%2425%2C642+and+%2456%2C625+respectively.+%3Cbr%3E%E3%80%80%E2%96%A0+Panamax%3Cbr%3E%E3%80%80It+proved+to+be+a+compelling+week+for+the+Panamax+sector%2C+where+the+Atlantic+appeared+to+provide+a+positional+divide+with+the+North+Atlantic+tonnage+under+pressure+due+to+a+lack+of+demand.+With+%2420%2C000+agreed+for+an+83%2C000-dwt+delivery+NW+Africa+for+a+trip+via+NC+South+America+redelivery+Skaw-Gibraltar%2C+rates+now+appeared+sub+%2419%2C000+for+the+same+criteria.+Further+south+the+seasonal+steady+flow+of+cargo+from+the+Americas+kept+rates+largely+flat+but+appeared+to+be+tapering+off+as+the+week+ended+as+a+wide+bid%2Foffer+spread+emerged+with+Charterers+stepping+back.+Asia+too+saw+steady+declines+as+the+week+progressed+with+the+north+of+the+basin+in+particular+coming+under+pressure%2C+whilst+further+south+some+limited+support+lent+by+steady+coal+demand+ex+Indonesia+along+with+grain+supply+emanating+from+South+America.+Plenty+of+period+activity+the+headline+rate+being+an+82%2C000-dwt+delivery+Vietnam+achieving+%2424%2C000+basis+6%2F8+months.+%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax%2FSupramax%3Cbr%3E%E3%80%80A+more+positive+affair+for+the+sector+overall+with+a+strong+amount+of+demand+from+the+Atlantic+outpacing+the+lower+activity+levels+seen+from+the+Asian+arena%2C+although+there+was+seemingly+a+more+robust+feel+from+the+Indian+Ocean+as+the+high+levels+seen+in+the+South+Atlantic+saw+vessels+looking+further+afield.+In+the+Atlantic%2C+demand+from+the+South+Americas+saw+a+63%2C000-dwt+fixing+a+trip+from+Soth+America+to+Singapore-Japan+in+the+very+low+%2420%2C000s+plus+low+%241+million+ballast+bonus.+For+trans-Atlantic+runs+a+63%2C000-dwt+fixed+again+from+South+America+to+the+Continent-Mediterranean+at+%2427%2C000.+From+the+US+Gulf+a+61%2C000-dwt+was+heard+to+have+been+fixed+for+a+trip+to+Japan+at+%2427%2C000.+From+the+Indian+Ocean%2C+a+61%2C000-dwt+fixed+delivery+Port+Elizabeth+redelivery+Far+East+at+%2423%2C000+plus+%24230%2C000+ballast+bonus.+Whilst+from+Asia+limited+fresh+enquiry+from+Indonesia+saw+a+60%2C000-dwt+fixing+delivery+Hong+Kong+trip+via+Indonesia+redelivery+South+Korea+at+%2415%2C000.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize%3Cbr%3E%E3%80%80The+handy+sector+saw+more+visible+activity+in+the+Atlantic+and+levels+seeing+steady+improvements.+On+the+Continent%2C+a+36%2C000-dwt+was+linked+to+fixing+from+Grenaa+via+Rostock+to+Morocco+at+%2417%2C250+whilst+a+32%2C000-dwt+fixed+from+Hartlepool+to+the+US+Gulf+at+%2413%2C300.+The+South+Atlantic%2C+continued+to+see+a+lack+of+available+tonnage+and+a+32%2C000-dwt+was+rumored+to+have+fixed+from+Recalada+to+the+Persian+Gulf+in+the+%2420%2C000s.+Also%2C+a+37%2C000-dwt+fixed+from+Vitoria+to+Rotterdam+at+around+%2420%2C000+earlier+in+the+week.+More+activity+was+also+seen+in+the+US+Gulf+and+US+East+Coast+with+a+38%2C000-dwt+fixing+from+Norfolk+to+the+Continent+at+%2411%2C000.+The+Pacific+region+had+remained+balanced+in+general+with+a+38%2C000-dwt+opening+in+Qingdao+fixing+a+trip+to+the+Persian+Gulf+at+%2414%2C000%2C+whilst+a+37%2C000-dwt+fixed+from+Bayuquan+for+an+inter+Far+East+trip+in+the+%2415%2C000s.+%3Cbr%3E%E3%80%80%E2%96%A0+Clean%3Cbr%3E%E3%80%80LR2%3Cbr%3E%E3%80%80After+reaching+a+ceiling+LR+rates+began+to+drop+this+week+in+the+MEG.+After+topping+out+a+WS320+%28up+from+WS278%29+the+rate+for+75kt+MEG%2FJapan+is+currently+pegged+at+WS313.+The+90kt+MEG%2FUK-Continent+TC20+voyage+similarly+stopped+climbing+at+%247.9+million+to+then+resettle+at+%247.8+million.%3Cbr%3E%E3%80%80West+of+Suez%2C+Mediterranean%2FEast+LR2%E2%80%99s+improved+modestly+this+week+and+the+TC15+index+went+from+%244.38+million+to+%244.41+million.+%3Cbr%3E%E3%80%80LR1%3Cbr%3E%E3%80%80In+the+MEG%2C+LR1%E2%80%99s+freight+followed+the+pattern+of+the+LR2%E2%80%99s+but+not+to+the+same+magnitude.+The+55kt+MEG%2FJapan+index+of+TC5+ultimately+went+from+WS285+to+WS311+peaking+mid-week+at+WS318.+The+65kt+MEG%2FUK-Continent+of+TC8+hit+a+roof+of+%246+million+this+week+%28currently+at+%245.8+million%29+with+the+Baltic+description+TCE+via+Suez+breaching+%2480%2C000+per+day+round+trip.%3Cbr%3E%E3%80%80On+the+UK-Continent%2C+the+60kt+ARA%2FWest+Africa+stalled+this+week+and+fell%2C+the+TC16+index+went+from+WS217+to+WS211.+%3Cbr%3E%E3%80%80MR%3Cbr%3E%E3%80%80MR%E2%80%99s+in+the+MEG+also+charged+upwards+this+week.+TC17+35kt+MEG%2FEast+Africa+shot+up+59+points+to+WS421+%28it+currently+sits+at+WS416%29+this+took+the+Baltic+round+trip+TCE+for+the+trip+to+around+%2451%2C000+per+day.++%3Cbr%3E%E3%80%80Up+in+the+UK-Continent+MR%E2%80%99s+came+under+pressure+this+week+from+charterers.+The+37kt+ARA%2FUS-Atlantic+coast+of+TC2+came+down+roughly+in+the+same+format+as+it+went+up+last+week%2C+the+index+dropped+from+WS251+to+WS206.+On+a+TC19+run+%2837kt+ARA%2FWest+Africa%29+the+index+followed+suit+and+shed+48+points+down+to+WS224+across+the+week.++%3Cbr%3E%E3%80%80Another+week+of+ups+and+downs+for+the+USG+MR%E2%80%99s+this+week.+TC14+%2838kt+US-Gulf%2FUK-Continent%29+after+a+little+ten+point+spike+in+to+the+mid+190%E2%80%99s+is+now+back+in+the+mid+WS180%E2%80%99s.+The+38kt+US+Gulf%2FBrazil+on+TC18+hovered+around+the+high+WS270%E2%80%99s+to+low+WS280%E2%80%99s+and+the+38kt+US-Gulf%2FCaribbean+of+TC21+dropped+by+went+from+%24878%2C000+to+%24900%2C000+and+is+back+down+at+%24871%2C000+at+time+of+writing.+%3Cbr%3E%E3%80%80Handymax%3Cbr%3E%E3%80%80In+the+Mediterranean%2C+30kt+Cross+Mediterranean+%28TC6%29+climbed+circa+30+points+to+WS350+where+it+looks+to+have+settled+out.++%3Cbr%3E%E3%80%80Up+in+Northwest+Europe%2C+the+TC23+30kt+Cross+UK-Continent+improved+modestly+WS263+%28+WS10%29.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC%3Cbr%3E%E3%80%80The+market+eased+slightly+this+week+in+all+regions.+The+rate+for+the+270%2C000+mt+Middle+East+Gulf+to+China+slipped+4+points+to+WS71.50+which+corresponds+to+a+daily+round-trip+TCE+of+%2449%2C319+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+the+260%2C000+mt+West+Africa%2FChina+route+softened+3.5+points+to+WS72.40+showing+a+round+voyage+TCE+of+%2450%2C562+per+day+The+rate+for+270%2C000+mt+US+Gulf%2FChina+dropped+%2477%2C778+since+last+Friday+to+%249%2C088%2C889+providing+a+round-trip+daily+TCE+of+%2445%2C225.%3Cbr%3E%E3%80%80%E2%96%A0+Suezmax%3Cbr%3E%E3%80%80Suezmaxes+in+West+Africa+were+slightly+firmer%2C+with+four+points+added+to+the+130%2C000+mt+Nigeria%2FUK+Continent+voyage+%28a+daily+round-trip+TCE+of+%2439%2C400%29.+In+the+Mediterranean+and+Black+Sea+region+the+rate+for+135%2C000+mt+CPC%2FMediterranean+remained+flat+at+around+the+WS106.5-107+level+%28showing+a+daily+TCE+of+around+%2436%2C000+round-trip%29.+In+the+Middle+East%2C+the+rate+for+140%2C000+mt+Middle+East+Gulf+to+the+Mediterranean+%28via+the+Suez+Canal%29+was+assessed+one+point+firmer+at+WS96.50%2C+with+the+last+done+reported+to+be+at+WS67.5+via+the+Cape+of+Good+Hope+%28due+to+the+ongoing+Red+Sea+issues+which+include+a+reported+resurgence+of+Somali+piracy%29.+%3Cbr%3E%E3%80%80%E2%96%A0+Aframax%3Cbr%3E%E3%80%80In+the+North+Sea%2C+the+rate+for+the+80%2C000+mt+Cross-UK+Continent+gained+four+points+to+WS143.57+%28a+daily+round-trip+TCE+of+%2441%2C515+basis+Hound+Point+to+Wilhelmshaven%29.%3Cbr%3E%E3%80%80In+the+Mediterranean+market+the+rate+for+80%2C000+mt+Cross-Mediterranean+has+decreased+by+one+point+to+WS172.39+%28basis+Ceyhan+to+Lavera%2C+that+shows+a+daily+round+trip+TCE+of+%2449%2C335%29.%3Cbr%3E%E3%80%80Across+the+Atlantic%2C+the+Stateside+market+has+tumbled+comparatively.+The+rate+for+70%2C000+mt+East+Coast+Mexico%2FUS+Gulf+%28TD26%29+fell+23+points+to+WS150.31+%28a+daily+TCE+of+%2429%2C772+round+trip%29+and+the+rate+for+70%2C000+mt+Covenas%2FUS+Gulf+%28TD9%29+slumped+by+22+points+to+WS146.56+%28a+round-trip+TCE+of+%2427%2C303+per+day%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000+mt+US+Gulf%2FUK+Continent+%28TD25%29+shrank+by+31+points+to+WS148.75+%28a+round+trip+TCE+basis+Houston%2FRotterdam+of+%2430%2C385+per+day%29.+%3Cbr%3E%E3%80%80%E2%96%A0+LNG%3Cbr%3E%E3%80%80A+relatively+stable+week+for+the+LNG+in+terms+of+freight+both+the+174cbm+and+160cbm+indexes+moved+in+unison+with+the+Atlantic+picking+up+on+both+BLNG2+and+BLNG3+while+in+the+Pacific+levels+fell.+Some+interesting+news+from+the+LNG+world+is+that+once+again+LNG+imports+into+Japan+fell%2C+export+levels+from+the+US+also+dropped+while+China+saw+an+increase+of+up+to+20%25+for+the+first+two+months+of+the+year+compared+to+the+same+period+last+year.+How+this+will+affect+freight+going+forward+will+remain+to+be+seen+but+the+landscape+of+LNG+is+beginning+to+change+for+shipping+players.+Looking+to+the+East+BLNG1+Aus-Japan+fell+by+%243%2C117+for+the+174+while+the+160+dropped+by+%243%2C735+giving+a+final+publication+of+%2448%2C148+and+%2430%2C162+respectively.%3Cbr%3E%E3%80%80In+the+Atlantic+as+rates+continued+to+climb+there+were+few+reports+of+actual+fixtures+but+enquires+from+the+Mediterranean+and+Africa+kept+chins+wagging%2C+BLNG2+US-Continent+rose+by+%242515+for+the+174+to+give+a+close+of+%2454%2C212+while+the+160+gained+%241438+to+finish+at+%2450%2C427.+BLNG3+US-Japan+saw+similar+rises+with+the+174+up+to+a+finish+of+%2459%2C567+while+the+160+crept+up+to+%2446%2C393.+Deals+for+the+US+are+mainly+on+round+trip+basis%2C+in+the+Pacific+there+are+reports+both+ballast+bonus+to+hub+and+round+trip+are+in+play.%3Cbr%3E%E3%80%80Period+remains+flat%2C+though+some+reports+of+both+multi+month+and+three+year+period+fixtures+took+place+rates+remain+undisclosed.+The+Baltic+assessments+moved+little+with+six+months+at+%2463%2C700+PD%2C+the+one+year+assessment+fell+to+%2476%2C967+while+three+year+broke+over+%2480k+to+%2480%2C600.+%3Cbr%3E%E3%80%80%E2%96%A0+LPG%3Cbr%3E%E3%80%80A+very+quiet+week+in+the+AG+for+fixing%2C+with+one+reported+fixture+by+ATC+at+%2478+at+the+start+of+the+week+sentiment+fell+off+quite+significantly+since+then+with+rates+falling+from+the+high+of+%2479+to+close+at+%2466.857+%28a+drop+of+%2412.143%29.+Little+enquiry+and+more+ships+looking+at+the+lower+earnings+in+the+States+might+lengthen+the+tonnage+list+as+well.+TCE+earnings+for+BLPG1+Ras+Tanura-Chiba+dropped+by+%2413%2C296+to+%2446%2C347+daily+equivalent.%3Cbr%3E%E3%80%80Across+the+pond+to+the+Atlantic+marker+there+was+not+much+else+to+say+that+hasn%E2%80%99t+been+said+on+BLPG1.+BLPG2+Houston-Flushing+was+very+quiet+with+no+reported+fixtures+and+sentiment+waning+we+closed+down+a+total+of+%247.4+for+a+publication+of+%2469.6.+BLPG3+Houston-Chiba+shared+a+pretty+similar+fate+losing+%2412.857+to+close+down+at+%24124.429+giving+a+TCE+daily+earning+of+%2449%2C806%2C+meaning+that+TCE+earnings+for+the+East+and+West+delta+remain+very+close+and+could+affect+tonnage+availability+in+the+US.%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

【バルチックWeekly市況リポート】(3月18―22日)スープラ、アジアで1.5万ドル

2024/03/27(水)

日本海事新聞 JMD

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