日本海事新聞ニュース Japan Maritime Daily May 08, 2024 (Wed)

‌【Baltic Weekly Market Report】(April 29-May 3) Coal shipments increase in the Pacific

Trends in BDI (Baltic Dry Index, 1985 = 1000)

■Capesize After an initially sluggish start to the week, the market picked up pace ahead of the imp ・・・ 続きはログインして下さいnext %E2%96%A0Capesize%3Cbr%3E%3Cbr%3EAfter+an+initially+sluggish+start+to+the+week%2C+the+market+picked+up+pace+ahead+of+the+impending+holidays%2C+particularly+in+the+Pacific%2C+leading+to+a+slight+uptick+in+the+C5+index%2C+which+nudged+up+accordingly+by+0.385+cents+to+%249.965.+Conditions+in+the+Atlantic+remained+challenging+as+the+week+got+underway%2C+with+sporadic+improvements.+As+expected%2C+mid-week+was+rather+subdued+with+minimal+activity%2C+although+Thursday+marked+a+significant+upswing+post-holiday%2C+driving+the+BCI+5TC+up+substantially+by+%242%2C117%2C+reaching+%2419%2C670.+Positive+sentiment+emerged+particularly+in+the+North+Atlantic%2C+with+increased+cargo+enquiry+and+a+tightening+tonnage+list+and+substantially+stronger+fixtures%2C+reflecting+a+significant+rise+in+the+C8+index%2C+which+rose+today+by+%245%2C215+to+%2417%2C429.+As+the+week+comes+to+an+end%2C+there%E2%80%99s+a+noticeable+slowdown+in+activity%2C+but+optimism+prevails.+In+the+Pacific%2C+the+C5+index+inched+up+by+0.255+to+reach+%2410.70%2C+while+the+C3+index+saw+a+more+significant+rise+of+0.905%2C+reaching+26.665.+Overall%2C+it+has+been+a+positive+conclusion+to+the+week%2C+highlighted+by+the+BCI+5TC+climbing+by+%242%2C496+to+hit+%2422%2C166%2C+marking+a+substantial+increase+of+%244%2C913+for+the+week.%3Cbr%3E%3Cbr%3E%E2%96%A0Panamax%3Cbr%3E%3Cbr%3EA+week+whereby+activity+was+largely+fragmented+by+various+holidays+spread+across+the+globe.+The+Atlantic+basin+saw+minimal+fresh+demand+but+with+a+modest+tonnage+count+rates+held+steady+for+most+part+for+limited+trans-Atlantic+and+front+haul+fixtures.+A+mini+grain+push+came+mid-week+ex+EC+South+America%2C+rates+nudged+up+for+end+May+arrivals+Asia+with+a+host+of+fixtures+concluded+in+excess+of+%2420%2C000+delivery+SE+Asia%2FIndia+region+for+South+American+round+voyages.+Asia+blighted+by+various+holidays+also+lacked+energy+this+week+despite+an+obvious+increase+in+Indonesia+and+Australia+coal+demand%2C+with+the+Indonesian+round+coal+trips+being+the+most+engaging+beginning+the+week+around+the+%2414%2C000+mark+but+increasing+to+closer+to+%2416%2C000+by+the+close.+Unsurprisingly%2C+with+minimal+support+from+the+FFA+market%2C+there+returned+limited+period+news%2C+although+reports+surfaced+of+an+82%2C000-dwt+delivery+in+China+achieving+%2417%2C150+basis+one-year+period.%3Cbr%3E%E2%96%A0Ultramax%2FSupramax%3Cbr%3E%3Cbr%3EWith+widespread+holidays+both+in+the+Atlantic+and+Pacific+regions+it+was+a+rather+staggered+week.+The+Atlantic+generally+saw+softer+tones+as+demand+slipped+from+the+US+Gulf+and+Mediterranean.+Mixed+feels+from+the+South+Atlantic+as+the+week+closed+some+brokers+saw+increased+volumes+of+fresh+cargo.+From+Asia%2C+rates+remand+rather+flat+albeit+at+reasonable+levels.+Fresh+enquiry+was+limited+from+Southeast+Asia%2C+but+tonnage+supply+able+to+keep+up.+From+the+Indian+Ocean%2C+demand+remained+again+a+rather+sideways+feel+to+the+market+during+the+course+of+the+week.+From+the+Atlantic%2C+a+63%2C000-dwt+fixed+delivery+Mississippi+River+to+the+Continent+with+wood+pellets+at+%2420%2C000.+Whilst+a+60%2C000-dwt+fixed+a+trip+from+US+Gulf+to+the+Far+East+in+the+mid+%2420%2C000s.+From+Asia%2C+a+53%2C000-dwt+fixed+delivery+Vietnam+for+a+trip+via+Indonesia+redelivery+China+at+%2417%2C000.+Elsewhere%2C+a+56%2C000-dwt+fixed+delivery+WC+India+redelivery+Far+East+at+%2416%2C000.+Period+activity+seen+was+limited%2C+but+a+63%2C000-dwt+open+Southeast+Asia+was+heard+fixed+for+3%2F5+months+trading+redelivery+Arabian+Gulf+%E2%80%93+Japan+at+%2420%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0Handysize%3Cbr%3E%3Cbr%3EIn+a+week+littered+with+widespread+holidays+including+Labour+Day+and+the+Greek+Orthodox+Easter%2C+visible+activity+was+muted+and+the+overall+sentiment+across+the+handy+sector+was+softer.+Tonnage+lists+were+said+to+have+expanded+this+week+across+the+Continent+and+the+Mediterranean+due+to+the+limited+visible+fresh+enquiry.+In+the+South+Atlantic%2C+sources+spoke+of+limited+enquiry+remaining+for+the+first+half+of+May.+Whilst+the+US+Gulf+also+remained+under+pressure+a+43%2C000-dwt+opening+in+Havanna+was+linked+to+fixing+from+SW+Pass+to+the+Eastern+Mediterranean+with+an+intended+cargo+of+grains+at+%249%2C250+and+a+38%2C000-dwt+fixed+from+Mobile+to+the+UK-Continent+with+wood+pellets+at+around+%2411%2C000.++Activity+was+also+subdued+across+Asia%2C+levels+were+said+to+have+remained+more+stable+with+many+expecting+activity+and+positivity+to+return+next+week+once+a+majority+of+holidays+had+concluded+and+players+returned+to+their+desks.%3Cbr%3E%3Cbr%3E%E2%96%A0Clean%3Cbr%3E%3Cbr%3ELR2%3Cbr%3E%3Cbr%3EIn+the+MEG+this+week+LR2+freight+managed+enough+activity+to+hold+on+from+dropping.+The+TC1+rate+for+75%2C000t+MEG%2FJapan+hovered+around+the+WS205+and+the+90%2C000t+MEG%2FUK-Continent+TC20+voyage+is+currently+pegged+at+%246.1m%2C+down+from+%246.3m%3Cbr%3E%3Cbr%3EWest+of+Suez%2C+Mediterranean%2FEast+LR2%E2%80%99s+softened+again+this+week+seeing+the+TC15+index+drop+by+%24225%2C000+to+%243.34m.%3Cbr%3E%3Cbr%3ELR1%3Cbr%3E%3Cbr%3EIn+the+MEG%2C+LR1+freight+weakened+a+little+this+week.+The+55%2C000t+MEG%2FJapan+index+of+TC5+lost+15+points+to+WS223.8.+The+65kt+MEG%2FUK-Continent+of+TC8+lost+%2439%2C650+to+%244.87m.+++%3Cbr%3E%3Cbr%3EOn+the+UK-Continent%2C+the+60%2C000t+ARA%2FWest+Africa+has+taken+a+recorrect+down+this+week+as+the+market+has+been+quiet+again.+The+TC16+index+has+gone+from+WS179.7+to+WS169.2.%3Cbr%3E%3Cbr%3EMR%3Cbr%3E%3Cbr%3EMR%E2%80%99s+in+the+MEG+bounced+down+and+back+up+this+week.+The+TC17+35%2C000t+MEG%2FEast+Africa+index+bottomed+out+at+WS340+mid-week+down+from+WS411.4+but+has+since+returned+to+WS360+at+time+of+writing.++%3Cbr%3E%3Cbr%3EOn+the+UK-Continent+MR%E2%80%99s+remained+relatively+stable+this+week.+The+37%2C000t+ARA%2FUS-Atlantic+coast+of+TC2+climbed+5.3+points+to+WS170.6.+The+TC19+run+%2837%2C000t+ARA%2FWest+Africa%29+the+index+followed+suit+going+from+WS185+to+WS190.3.+++%3Cbr%3E%3Cbr%3EUS+Gulf+MR%E2%80%99s+regained+some+upwards+momentum+this+week%2C+which+was+welcomed+by+owners.+TC14+%2838%2C000t+US-Gulf%2FUK-Continent%29+hopped+up+11.8+points+to+WS144.6.+The+38kt+US+Gulf%2FBrazil+on+TC18+went+from+WS211.8+to+WS223.9+and+the+38%2C000t+US-Gulf%2FCaribbean+of+TC21+shot+up+20%25+to+%24614%2C286.++++%3Cbr%3E%3Cbr%3EHandymax%3Cbr%3E%3Cbr%3EIn+the+Mediterranean%2C+30%2C000t+Cross+Mediterranean+%28TC6%29+levelled+off+this+week+holding+at+around+the+WS242.5+mark.+Up+in+Northwest+Europe%2C+the+TC23+30%2C000t+Cross+UK-Continent+crept+up+a+modest+4.4+points+to+WS213.9.++%3Cbr%3E%3Cbr%3E%E2%96%A0VLCC%3Cbr%3E%3Cbr%3EThe+market+improved+this+week+despite+the+Chinese+Labour+Day+holiday+1%2F5+May.+The+rate+for+270%2C000+mt+Middle+East+Gulf+to+China+gained+five+points+to+WS65.75%2C+which+corresponds+to+a+daily+round-trip+TCE+of+%2443%2C301+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.%3Cbr%3E%3Cbr%3EIn+the+Atlantic+market%2C+the+260%2C000mt+West+Africa%2FChina+trip+also+rose+five+points+to+WS67.56%2C+which+shows+a+round+voyage+TCE+of+around+%2445%2C765+per+day.+The+rate+for+270%2C000mt+US+Gulf%2FChina+is+climbed+on+the+back+of+a+tightening+position+list+by+%24362%2C500+to+%249%2C000%2C000+translating+into+a+round-trip+daily+TCE+of+%2445%2C325.%3Cbr%3E%3Cbr%3E%E2%96%A0Suezmax+%3Cbr%3E%3Cbr%3EThe+Suezmax+market+in+West+Africa+softened+again+this+week+with+the+130%2C000mt+Nigeria%2FUK+Continent+trip+losing+eight+points+to+WS100.67+%28a+daily+round-trip+TCE+of+%2437%2C475%29.+In+the+Mediterranean+and+Black+Sea+region+the+rate+is+three+points+weaker+at+WS111.10+for+the+135%2C000mt+CPC%2FMediterranean+trip+%28showing+a+daily+TCE+of+%2440%2C604+round-trip%29.+In+the+Middle+East%2C+the+rate+for+140%2C000mt+Middle+East+Gulf+to+the+Mediterranean+%28via+the+Suez+Canal%29+remained+flat+at+a+fraction+below+WS95.%3Cbr%3E%E2%96%A0Aframax%3Cbr%3E%3Cbr%3EIn+the+North+Sea%2C+the+rate+for+the+80%2C000mt+Cross-UK+Continent+recovered+two+points+to+WS143.93+%28a+daily+round-trip+TCE+of+%2444%2C724+basis+Hound+Point+to+Wilhelmshaven%29.%3Cbr%3E%3Cbr%3EIn+the+Mediterranean+market+the+rate+for+80%2C000mt+Cross-Mediterranean+has+been+reduced+by+16+points+to+WS168+%28basis+Ceyhan+to+Lavera%2C+that+shows+a+daily+round+trip+TCE+of+about+%2448%2C224%29.%3Cbr%3E%3Cbr%3EAcross+the+Atlantic%2C+the+Stateside+market+has+again+continued+to+soften%2C+but+not+as+sharply+as+previous+weeks%2C+with+the+rate+for+70%2C000mt+East+Coast+Mexico%2FUS+Gulf+%28TD26%29+losing+only+three+points+to+WS161.88+%28a+daily+TCE+of+%2436%2C183+round+trip%29+and+the+rate+for+70%2C000mt+Covenas%2FUS+Gulf+%28TD9%29+has+also+been+reduced+by+2.5+points+to+WS155.63+%28a+round-trip+TCE+of+%2431%2C760+per+day%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000mt+US+Gulf%2FUK+Continent+%28TD25%29+fell+by+six+points+to+WS180.56+%28a+round+trip+TCE+basis+Houston%2FRotterdam+of+%2442%2C357+per+day%29.%3Cbr%3E%3Cbr%3E%E2%96%A0LNG%3Cbr%3E%3Cbr%3EA+few+spot+fixtures+from+the+end+of+the+previous+week+into+the+start+of+the+new+one+did+little+to+raise+hopes+that+rates+would+rise.+There+was+enquiry+from+both+the+Mediterranean+and+North+Africa%2C+as+well+as+several+pieces+originating+in+the+Atlantic.+The+Pacific+basin+was+understandably+quiet+with+several+countries+going+on+national+holiday+and+the+overall+bearishness+of+the+market.+The+delta+between+TFDE+and+2-Stroke+ships+has+begun+to+expand+but+remains+tight+around+%2413%2C000+PD.%3Cbr%3EFor+BLNG1+Aus-Japan+the+174cbm+index+lost+%24420+to+a+finish+of+%2446%2C560+versus+the+160cbm+at+%2433%2C917+%28a+drop+of+%24502%29.+BLNG2+Houston-Cont+lost+value+for+both+ships+with+the+174cbm+finishing+down+%241%2C189+at+%2443%2C598%2C+while+the+160cbm+saw+%24509+fall+to+a+close+of+%2432%2C239.+Meanwhile%2C+the+BLNG3+Houston-Japan+moved+little+as+well+closing+at+%2449%2C398+and+%2437%2C658+for+the+174cbm+and+160cbm+respectively.%3Cbr%3EPeriod+remained+of+interest+though+the+six-month+charter+rates+were+unchanged+at+%2474%2C600%2C+with+the+one-year+and+three-year+ticked+up+to+%2479%2C500+and+%2483%2C100%2C+respectively.%3Cbr%3E%E2%96%A0LPG%3Cbr%3E%3Cbr%3EThe+Middle+East+Gulf+market+remains+largely+quiet+but+has+been+bolstered+by+a+flurry+of+fixing+from+North+Africa+and+Australia.+With+ships+being+taken+out%2C+and+others+looking+more+to+the+West+for+employment+the+tonnage+is+evenly+matched+against+enquiry+and+rates+should+be+stable+for+the+time+being+brokers+report.+The+BLPG1+Ras+Tanura-Chiba+rose+by+%247.429+to+a+close+of+%2468.429+and+a+daily+TCE+earning+of+%2448%2C734.%3Cbr%3E%3Cbr%3EThe+market+across+the+Atlantic+was+a+little+more+subdued%2C+as+mentioned+in+last+week%E2%80%99s+report+ships+were+already+fixing+for+June+dates+and+this+break+in+cargo+availability+is+slowing+down+any+hopes+owners+had+of+pushing+rates+higher.+BLPG2+was+very+flat%2C+and+Houston-Flushing+rose+only+%241+this+week+to+a+close+of+%2471+and+a+daily+TCE+earning+of+%2473%2C427.+BLPG3+Houston-Chiba+moved+up+by+%242.857+and+a+final+price+of+%24131.571+gave+a+TCE+earning+of+%2458%2C984.%3Cbr%3E%3Cbr%3E%E3%80%80%3Cbr%3E%28Courtesy+of+The+Baltic+Exchange%29+%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29日―5月3日)太平洋で石炭荷動き増

2024/05/08(水)

日本海事新聞 JMD

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