日本海事新聞ニュース Japan Maritime Daily Apr 17, 2024 (Wed)

‌【Baltic Weekly Market Report】(April 8-12) VL ships and product carriers weaken

BDI (Baltic Dry Index, 1985 = 1000)

■Capesize At the beginning of the week, the Pacific market showed promising activity with healthy c ・・・ 続きはログインして下さいnext %E2%96%A0Capesize%3Cbr%3E%3Cbr%3EAt+the+beginning+of+the+week%2C+the+Pacific+market+showed+promising+activity+with+healthy+cargo+volumes.+However%2C+despite+this%2C+conditions+slightly+weakened%2C+and+the+Atlantic+market+remained+subdued%2C+as+the+week+got+underway.+Nevertheless%2C+as+the+week+progressed%2C+the+Pacific+market+saw+increased+activity%2C+particularly+before+the+Singapore+holiday%2C+with+C5+stabilizing+around+the+%248.90+mark.+Meanwhile%2C+the+Atlantic+market+continued+to+lag+behind%2C+with+minimal+engagement+and+limited+discussions.+Despite+a+quiet+day+during+the+midweek+holiday+in+Singapore%2C+there+was+a+positive+turn+as+the+market+rebounded%2C+reflecting+growing+confidence.+Improved+timecharter+fixtures+led+to+substantial+surges+in+the+C10+and+C5+indices%2C+signaling+a+positive+momentum+shift.+Similarly%2C+the+Atlantic+market+showed+signs+of+improvement%2C+with+a+widening+gap+between+bids+and+offers+as+the+bids+began+to+improve.+Overall%2C+it+has+been+a+positive+end+to+the+week+as+evidenced+by+the+BCI+5TC+rising+by+%24641+to+close+at+%2421%2C164+having+started+the+week+at+%2418%2C226.+%3Cbr%3E%3Cbr%3E%E2%96%A0Panamax%3Cbr%3E%3Cbr%3EA+mixed+week%2C+the+opening+part+returned+weaker+rates+only+to+find+some+impetus+mid-week+to+flatten+out+as+the+week+ended.+In+the+Atlantic%2C+a+pick-up+of+grain+demand+mid-week+both+from+South+and+North+Coast+South+America+drove+rates+forward%2C+an+81%2C000-dwt+delivery+North+France+achieving+%2423%2C000+for+a+trip+via+NC+South+America+redelivery+Far+east.+The+north+of+the+arena+by+comparison+lacking+demand+but+weirdly+saw+a+tightening+tonnage+count+to+leave+rates+in+the+balance.+Asia+blighted+by+various+holidays+had+a+muted+feel+but+we+end+with+solid+demand+appearing+primarily+ex+Australia%2C+a+scrubber+fitted+82%2C000-dwt+delivery+China+was+heard+fixed+at+%2415%2C000+for+a+trip+via+EC+Australia+redelivery+India+and+with+firm+sentiment+emanating+from+the+South+Atlantic+rates+would+have+appear+to+be+supported.+Limited+period+fixing%3B+however%2C+an+82%2C000-dwt+delivery+China+was+heard+fixed+basis+six+to+nine+months+at+%2418%2C000.%3Cbr%3E%E2%80%83%3Cbr%3E%E2%96%A0Ultramax%2FSupramax%3Cbr%3E%3Cbr%3EMixed+blessings+for+the+owning+side+this+past+week%2C+whilst+the+Atlantic+appeared+rather+positional+the+widespread+holidays+in+Asia+saw+limited+action+although+sentiment+seemingly+remained+fairly+positive+with+tonnage+supply+remaining+relatively+tight.+From+the+Atlantic+better+levels+were+seen+from+the+US+Gulf+but+from+the+South+Atlantic+it+remained+finely+balanced.+There+was+also+more+fresh+enquiry+from+the+Mediterranean+and+Continent.+A+60%2C000-dwt+open+US+Gulf+was+heard+fixed+for+a+trip+via+Red+Sea+redelivery+Port+Said.+A+63%2C000-dwt+open+North+Continent+was+also+heard+fixed+for+a+trip+via+the+Baltic+to+South+Africa+at+%2418%2C500.+From+Asia%2C+a+57%2C000-dwt+fixed+delivery+passing+Hoping+trip+via+East+Kalimantan+redelivery+WC+India+at+%2410%2C000.+Whilst+a+53%2C000-dwt+fixed+delivery+Singapore+trip+via+Indonesia+redelivery+China+at+%2412%2C750.+More+activity+surfaced+from+the+Indian+Ocean%2C+a+63%2C000-dwt+fixing+delivery+Port+Elizabeth+trip+redelivery+China+at+%2422%2C500+plus+%24225%2C000+ballast+bonus.+%3Cbr%3E%3Cbr%3E%E2%96%A0Handysize%3Cbr%3E%3Cbr%3EIn+a+week+with+more+holidays+across+large+portions+of+the+globe+due+to+Eid%2C+visible+activity+remained+muted.+In+the+South+Atlantic%2C+limited+cargo+availability+remained+an+issue+for+Owners+and+a+32%2C000-dwt+was+rumored+to+have+been+fixed+for+a+trip+from+Recalada+to+Algeria+with+an+intended+cargo+of+grains+at+%2416%2C500+whilst+a+37%2C000-dwt+opening+in+Nueva+Palmira+was+rumored+to+have+failed+on+subject%E2%80%99s+basis+delivery+when+we%E2%80%99re+ready+via+the+River+Plate+to+Algeria+at+%2418%2C500.++There+were+unconfirmed+rumors+on+the+Continent+of+a+37%2C000-dwt+fixing+from+the+French+Bay+to+North+Coast+South+America+at+around+%2410%2C000+but+further+details+had+yet+to+surface.+In+Asia%2C+cargo+availability+from+Australia+and+Indonesia+remained+limited%2C+keeping+levels+soft+for+tonnage+in+the+region%2C+with+a+37%2C000-dwt+opening+in+EC+India+being+fixed+basis+delivery+passing+Singapore+via+Australia+to+North+China+with+an+intended+cargo+of+grains+at+%2411%2C000.+%3Cbr%3E%3Cbr%3E%E2%96%A0Clean%3Cbr%3E%3Cbr%3ELR2%3Cbr%3E%3Cbr%3EIn+the+MEG+this+week+LR2+freight+continued+to+crumble+this+week.+The+TC1+rate+for+75kt+MEG%2FJapan+dropped+a+further+26+points+to+WS162+and+the+90kt+MEG%2FUK-Continent+TC20+voyage+also+dipped+to+the+tune+of+circa+%24640%2C000+to+%244.9+million%3Cbr%3E%3Cbr%3EWest+of+Suez%2C+Mediterranean%2FEast+LR2%E2%80%99s+saw+a+10%25+drop+of+%24441%2C000+to+%243.83+million.%3Cbr%3E%3Cbr%3ELR1%3Cbr%3E%3Cbr%3EIn+the+MEG%2C+LR%E2%80%991+freight+also+remained+on+a+downward+trajectory+this+week.+The+55kt+MEG%2FJapan+index+of+TC5+went+from+WS224+to+WS189+exactly+1+month+on+from+when+it+breached+over+WS200.+The+65kt+MEG%2FUK-Continent+of+TC8+shed+another+%24614%2C000+to+%243.99+million.++%3Cbr%3E%3Cbr%3EOn+the+UK-Continent%2C+the+60kt+ARA%2FWest+Africa+lost+eight+points+to+go+sub+WS200+and+is+currently+at+WS198.+At+these+levels+earnings+are+still+%2437%2C000+per+day+on+Baltic+description+round+trip.%3Cbr%3E%3Cbr%3EMR%3Cbr%3E%3Cbr%3EMR%E2%80%99s+in+the+MEG+also+felt+the+pressure+from+the+larger+vessel+markets+in+the+region.+TC17+35kt+MEG%2FEast+Africa+lost+29+points+to+WS280.++%3Cbr%3E%3Cbr%3EOn+the+UK-Continent+MR%E2%80%99s+were+subject+to+downward+retesting+this+week.+The+37kt+ARA%2FUS-Atlantic+coast+of+TC2+came+down+17+points+to+WS184.+On+a+TC19+run+%2837kt+ARA%2FWest+Africa%29+the+index+also+had+a+26+points+cut+out+from+it%2C+to+its+current+level+of+WS212.%3Cbr%3E%3Cbr%3EAs+with+the+Continent+the+USG+MR%E2%80%99s+have+come+down+over+the+last+week.+TC14+%2838kt+US-Gulf%2FUK-Continent%29+lost+another+11+points+of+value+down+to+WS194.+The+38kt+US+Gulf%2FBrazil+on+TC18+went+from+WS291+to+WS279+and+the+38kt+US-Gulf%2FCaribbean+of+TC21+went+below+%241m+dropping+15%25+down+to+%24950%2C000.++%3Cbr%3E%3Cbr%3EHandymax%3Cbr%3E%3Cbr%3EIn+the+Mediterranean%2C+30kt+Cross+Mediterranean+%28TC6%29+had+a+hefty+53+point+%2822%25%29+drop+to+WS190.+Up+in+North+West+Europe%2C+the+TC23+30kt+Cross+UK-Continent+improved+11+points+to+WS228.++Taking+the+Baltic+round+trip+TCE+to+just+under+%2430%2C000+per+day.%3Cbr%3E%3Cbr%3E%E2%96%A0VLCC%3Cbr%3E%3Cbr%3EThe+market+slacked+off+slightly+this+week.+The+rate+for+270%2C000+mt+Middle+East+Gulf+to+China+lost+three+points+to+WS61.95+which+corresponds+to+a+daily+round-trip+TCE+of+%2438%2C241+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.%3Cbr%3E%3Cbr%3EIn+the+Atlantic+market%2C+the+260%2C000+mt+West+Africa%2FChina+trip+eased+by+2.5+points+to+WS62.72+which+shows+a+round+voyage+TCE+of+%2439%2C629+per+day+The+rate+for+270%2C000+mt+US+Gulf%2FChina+is+assessed+%2465%2C500+lower+at+%248%2C399%2C500+translating+into+a+round-trip+daily+TCE+of+%2439%2C716.%3Cbr%3E%3Cbr%3E%E2%96%A0Suezmax%3Cbr%3E%3Cbr%3EThe+Suezmax+market+in+West+Africa+was+boosted+by+a+tightening+position+list+and+a+busy+US+export+market+enticing+West+Africa+players+away.+For+the+130%2C000+mt+Nigeria%2FUK+Continent+voyage+rates+steadily+rose+22+points+over+the+week+to+WS129+%28a+daily+round-trip+TCE+of+%2452%2C733%29.+In+the+Mediterranean+and+Black+Sea+region+rates+climbed+about+13+points+to+a+little+over+WS122.5+for+the+135%2C000+mt+CPC%2FMediterranean+trip+%28showing+a+daily+TCE+of+about+%2447%2C810+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+flat+at+just+below+WS100.%3Cbr%3E%E2%80%83%3Cbr%3E%E2%96%A0Aframax%3Cbr%3E%3Cbr%3EIn+the+North+Sea%2C+the+rate+for+the+80%2C000+mt+Cross-UK+Continent+recovered+nine+points+to+WS140.07+%28a+daily+round-trip+TCE+of+%2439%2C297+basis+Hound+Point+to+Wilhelmshaven%29.%3Cbr%3E%3Cbr%3EIn+the+Mediterranean+market+the+rate+for+80%2C000+mt+Cross-Mediterranean+shot+up+over+34+points+to+WS203.56+%28basis+Ceyhan+to+Lavera%2C+that+shows+a+daily+round+trip+TCE+of+%2464%2C575%29.%3Cbr%3E%3Cbr%3EAcross+the+Atlantic%2C+the+Stateside+market+has+continued+climbing+once+again.+The+rate+for+70%2C000+mt+East+Coast+Mexico%2FUS+Gulf+%28TD26%29+has+had+81+points+added+to+last+Friday%E2%80%99s+rate%2C+standing+now+at+WS240.63+%28a+daily+TCE+of+%2469%2C025+round+trip%29+and+the+rate+for+70%2C000+mt+Covenas%2FUS+Gulf+%28TD9%29+is+now+75+points+higher+than+a+week+ago+at+WS+228.75+%28a+round-trip+TCE+of+%2458%2C648+per+day%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000+mt+US+Gulf%2FUK+Continent+%28TD25%29+is+35+points+firmer+week-on-week+at+WS224.44+%28a+round+trip+TCE+basis+Houston%2FRotterdam+of+%2456%2C454+per+day%29.+%3Cbr%3E%3Cbr%3E%E2%96%A0LNG%3Cbr%3E%3Cbr%3EThe+slow+start+after+easter+has+hungover+into+the+new+week%2C+LNG+shipping+on+spot+remains+very+flat.+Few+fixtures+or+cargoes+reported+while+inventories+remain+full+there+is+little+need+to+move+any+product+from+facilities.+Ship+length+is+growing+and+interest+in+Period%2C+be+it+six+months+or+longer+is+quiet+%E2%80%93+with+brokers+reporting+that+if+fixing+six+months+you+shall+be+free+only+in+the+lead+up+to+the+winter+market+and+could+therefore+miss+the+uptick+in+spot+so+owners+are+wary.Rates+were+extremely+flat+with+the+BLNG1+Aus-Japan+for+both+the+160cbm+and+174cbm+indices+moving+little%2C+the+174cbm+lost+%2428+to+finish+at+%2447%2C268+while+the+160cbm+lost+%24104+to+finish+at+%2430%2C762.+Across+the+Atlantic+both+routes+moved+more%2C+but+barely.+BLNG2+Houston-Continent+shed+%24603+and+%24481+on+the+160cbm+and+174cbm+ships+respectively+giving+a+final+publication+of+%2433%2C609+on+the+160cbm+and+%2444%2C807+on+the+174cbm.+The+BLNG3+US-Japan+fared+worse+losing+nearly+%242000+on+each+ship%2C+these+closed+at+%2439%2C457+on+the+160cbm+and+%2451%2C427+on+the+174cbm.%3Cbr%3E%3Cbr%3EPeriod+didn%E2%80%99t+move+at+all+and+our+assessments+remained+at+%2462%2C600+for+6-month%2C+%2477%2C133+for+1-year+and+%2480%2C400+for+a+3-year+period.+%3Cbr%3E%3Cbr%3E%E2%96%A0LPG%3Cbr%3E%3Cbr%3EAnother+week+of+fixing+fatigue%2C+the+market+has+barely+moved+with+rates+hovering+within+%241-2+on+all+three+routes.+Some+MEG+Acceptances+were+released+at+the+end+of+the+week+which+may+amp+up+any+fixing+but+as+we+close+the+week+out+there+is+very+little+to+report.+BLPG1+Ras+Tanura-Chiba+moved+a+total+of+%240.07+cents+over+the+week+a+close+of+%2464.143+and+a+daily+TCE+earning+of+%2444%2C277%2C+this+meant+that+our+closing+rate+repeated+three+times+within+the+week%2C+a+first+for+over+a+year.%3Cbr%3E%3Cbr%3EBLPG2+Houston-Flushing+managed+to+open+and+close+the+same+value+with+a+small+rise+mid-week+and+then+a+softening+overall%2C+there+is+little+to+report+but+a+close+of+%2467.8+and+a+daily+TCE+earning+of+%2467%2C113.+BLPG3+Houston-Chiba+had+the+greatest+movement+this+week+moving+a+total+%240.78+nearly+a+whole+dollar.+A+close+of+%24125.357+and+a+daily+TCE+earning+of+%2450%2C399+means+fixing+levels+aren%E2%80%99t+too+bad+compared+to+some+of+the+rates+earlier+in+the+year%2C+but+there+is+little+going+on+and+a+steady+supply+of+ships+so+sentiment%2C+a+big+driver+in+LPG%2C+could+turn+more+bearish+should+cargoes+not+start+working+May.%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】(4月8―12日)VL・プロダクト軟化

2024/04/17(水)

日本海事新聞 JMD

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