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日本海事新聞ニュース Japan Maritime Daily May 07, 2024 (Tue)

The impending of reorganization of Euro PCTC operators

Grimaldi also actively invests in ships (from KNUD E.HANSEN’s website)

　As the supply and demand for PCTCs remains tight, signs of restructuring among European PCTC operat ・・・続きはログインして下さいnext %E3%80%80As+the+supply+and+demand+for+PCTCs+remains+tight%2C+signs+of+restructuring+among+European+PCTC+operators+emerged.+The+Grimaldi+Group%2C+Italian+shipping+company%2C+has+acquired+5.12%25+of+the+issued+shares+of+Norwegian+shipping+company+H%C3%B6egh+Autoliners.+The+increasing+presence+of+Chinese+companies+as+shippers+and+their+expected+rise+as+operators+could+be+a+trigger+for+restructuring.+%3Cbr%3E%E3%80%80In+the+PCTC+business%2C+as+production+at+automakers+is+recovering+and+demand+for+transportation+is+increasing%2C+the+supply+and+demand+for+tonnage+has+tightened+due+to+a+rapid+expansion+of+exports+from+China.+Freight+rates+also+increased%2C+and+profits+of+PCTC+operators+improved+significantly.+%3Cbr%3E%E3%80%80As+a+result%2C+the+stock+prices+of+PCTC+operators+also+rose.+AP+Moller+Maersk%2C+a+Danish+shipping+major+that+considers+the+PCTC+business+a+non-core+business%2C+sold+all+of+its+shares+in+H%C3%B6egh+Autoliners+by+last+year.+%3Cbr%3E%E3%80%80Britain%E2%80%99s+VesselsValue+%28VV%29+released+a+report+following+Maersk%E2%80%99s+sale+of+its+shares+in+H%C3%B6egh+Autoliners.+In+the+report%2C+VV+expressed+the+view+that+competitors+may+seek+to+acquire+the+company%2C+riding+the+wave+of+record-breaking+performance.+%3Cbr%3E%E3%80%80VV+mentioned+Grimaldi+as+one+of+the+candidates%2C+as+it+is+preparing+for+the+next+stage+of+its+business+expansion.+As+expected%2C+Grimaldi+has+now+moved+to+acquire+shares+in+H%C3%B6egh+Autoliners.+%3Cbr%3E%E3%80%80Grimaldi%E2%80%99s+fleet+consists+of+130+vessels%2C+including+PCTCs%2C+RORO+ships%2C+and+ferries.+Its+service+network+is+centered+within+Europe%2C+covering+West+Africa+and+the+east+coasts+of+North+and+South+America.+It+is+also+actively+investing+in+ships%2C+with+a+backlog+of+orders+for+17+PCTCs+with+a+capacity+of+9%2C000+vehicles.+%3Cbr%3E%E3%80%80China%E2%80%99s+automobile+exports+in+2023+are+expected+to+increase+by+57%25+from+the+previous+year+to+5.22+million+units%2C+surpassing+Japan+to+become+the+world%E2%80%99s+largest+exporter.+To+meet+the+transportation+needs+of+Chinese+shippers%2C+Chinese+shipping+companies+are+building+PCTC+fleets.+%3Cbr%3E%E3%80%80Japan%E2%80%99s+three+shipping+majors+have+world-class+PCTC+fleets.+A+Japanese+carrier+official+said%2C+%E2%80%9CWith+the+rise+of+Chinese+shipping+companies%2C+competition+among+shipping+companies+will+become+intense.%E2%80%9C+%3Cbr%3E%E3%80%80Container+shipping+companies+are+also+showing+interest+in+PCTCs.+Following+the+entry+of+France%E2%80%99s+CMA-CGM+in+the+market+last+year%2C+the+largest+company%2C+MSC%2C+is+making+a+tender+offer+for+Norwegian+shipowner+Gram+Car+Carriers%2C+which+owns+18+PCTCs.+%3Cbr%3E%E3%80%80%E2%96%A0+Operators+are+performing+well+%3Cbr%3E%E3%80%80Shipping+companies%E2%80%99+PCTC+businesses+are+performing+well.+On+April+30%2C+MOL+announced+its+earnings+forecast+for+the+fiscal+year+ending+March+2025.+President+Takeshi+Hashimoto+predicted%2C+%E2%80%9CThis+will+be+another+period+in+which+PCTCs+will+contribute+significantly+to+profits%2C+following+the+previous+period.%E2%80%9C+%3Cbr%3E%E3%80%80The+number+of+vehicles+transported+by+PCTCs+is+expected+to+fall+5%25+to+3.033+million+units+due+to+the+impact+of+taking+detours+to+avoid+the+Suez+Canal.+However%2C+%E2%80%9CWe+expect+to+increase+profits+thanks+to+the+support+from+our+fixed-term+contracts+and+increased+efficiency+in+ship+allocation%2C%E2%80%9C+said+Senior+Managing+Executive+Officer+Kazuya+Hamazaki.+%3Cbr%3E%E3%80%80At+the+same+time%2C+%E2%80%9CWe+need+to+assess+the+impact+of+the+global+slowdown+in+EV+%28electric+vehicle%29+sales+on+seaborne+cargo+movements+of+finished+vehicles%2C%E2%80%9C+said+President+Hashimoto.+There+are+also+concerns+that+an+increase+in+the+supply+of+new+ships+will+ease+the+supply-demand+balance.+%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%E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