日本海事新聞ニュース Japan Maritime Daily Jun 24, 2024 (Mon)

‌【Current of Japanese shipowners】Japanese operators battle to secure Phase 3 Capesize Orders amid limited production capacity

　“When I saw the specs during the sales negotiations, I thought, ’Wow, this is amazing,’ but even af ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CWhen+I+saw+the+specs+during+the+sales+negotiations%2C+I+thought%2C+%E2%80%99Wow%2C+this+is+amazing%2C%E2%80%99+but+even+after+actually+putting+it+into+service%2C+I%E2%80%99ve+been+amazed+at+how+fuel-efficient+it+is.%E2%80%9C+%3Cbr%3E%E3%80%80In+mid-June%2C+in+a+conference+room+at+a+Japanese+carrier+in+Tokyo.+One+dry+bulk+carrier+official+who+we+interviewed+had+high+praise+for+the+fuel+efficiency+of+the+latest+heavy+oil-fired+Capesize+bulkers.+%3Cbr%3E%E3%80%80The+Capesize+fleet+of+%3Cb%3EJapanese+carriers%3C%2Fb%3E+includes+ships+constructed+during+the+shipping+bubble+period+up+until+around+2010+that+are+now+more+than+10+years+old%2C+and+the+time+for+replacement+is+fast+approaching.+%3Cbr%3E%E3%80%80The+fuel+efficiency+of+these+older+ships+is+becoming+outdated%2C+and+for+Japanese+shipping+operators+to+improve+the+competitiveness+of+their+fleets%2C+it+is+becoming+an+urgent+task+for+them+to+replace+them+with+new+ships+in+partnership+with+shipyards+and+shipowners.+%3Cbr%3E%E3%80%80%E2%96%A0+30+to+40%25+improvement+%3Cbr%3E%E3%80%80According+to+one+Seto+Inland+Sea+shipowner%2C+the+fuel+consumption+of+older+Capesize+ships+with+engines+at+50%25+load+is+around+35+to+40+tons+per+day%2C+while+the+latest+ships+that+comply+with+EEDI+%28Energy+Efficiency+Design+Index%29+Phase+3+consume+around+25+tons%2C+a+30+to+40%25+improvement.+%3Cbr%3E%E3%80%80Over+the+past+one+or+two+years%2C+%3Cb%3EJapanese+carriers%3C%2Fb%3E+have+been+promoting+the+newbuilding+program+of+Capesize+vessels+fueled+by+LNG+%28liquefied+natural+gas%29+in+order+to+reduce+GHG+%28greenhouse+gas%29+emissions.+However%2C+a+Japanese+carrier+official+said%2C+%E2%80%9CWe+won%E2%80%99t+be+able+to+supply+ourselves+with+the+number+of+ships+we+need+with+LNG-fueled+ships+alone.%E2%80%9C+%3Cbr%3E%E3%80%80The+cost+of+LNG+fueled+Capesize+ships+is+about+2+billion+yen+higher+than+that+of+heavy+oil-fueled+ships%2C+and+there+is+a+limit+to+the+number+of+ships+that+can+be+invested+in.+Furthermore%2C+the+hurdles+involved+in+ship+management+are+high%2C+so+the+number+of+shipowners+who+can+own+ships+is+limited.+For+this+reason%2C+newly-built+Phase+3+vessels%2C+which+run+on+heavy+oil+but+boast+excellent+fuel+efficiency%2C+are+a+strong+option.+%3Cbr%3E%E3%80%80The+Japan+Ship+Exporters%E2%80%99+Association+announced+its+export+ship+contract+results+for+May+on+June+19%2C+reporting+orders+for+seven+Capesize+vessels.+The+cumulative+total+from+January+to+May+reached+15+ships%2C+and+it+is+believed+that+there+are+around+10+other+ships+that+have+already+been+offered.+%3Cbr%3E%E3%80%80There+is+a+smaller+backlog+of+new+Capesize+ships+in+the+global+order+book+compared+to+small+and+medium-sized+bulkers.+Some+shipyards+are+of+the+opinion+that%2C+anticipating+that+%E2%80%9Cthe+prices+of+large+bulkers+with+short+delivery+times+will+rise+further%E2%80%9C%2C+they+are+trying+to+withhold+the+few+remaining+slipways+with+upcoming+deliveries+as+long+as+possible.+%3Cbr%3E%E3%80%80%E2%96%A0+COSCO+order+%3Cbr%3E%E3%80%80%E2%80%9CDue+to+China+COSCO+Shipping%E2%80%99s+plan+to+order+100+vessels%2C+the+largest+shipping+company+in+China%2C+it+appears+that+the+2028+slipways+are+filling+up+considerably.%E2%80%9C+%3Cbr%3E%E3%80%80A+Japanese+shipping+operator+spoke+about+the+order+situation+at+large+yards+in+China%2C+based+on+information+he+had+received+locally.+%3Cbr%3E%E3%80%80In+late+May%2C+British+newspaper+TradeWinds+and+other+media+reported+on+COSCO%E2%80%99s+large-scale+ordering+plans%2C+stating+that+the+company+was+aiming+to+purchase+around+100+heavy+oil-fired+bulkers%2C+including+20+Newcastlemax+and+40+Kamsarmax.+%3Cbr%3E%E3%80%80When+a+Japanese+shipping+operator+recently+made+an+inquiry+about+a+heavy+oil-fired+Dunkerquemax+to+China+State+Shipbuilding+Corporation+%28CSSC%29%2C+China%E2%80%99s+largest+state-owned+shipbuilder%2C+the+company+responded+that+there+were+no+slipways+available+for+2028+and+that+%E2%80%9Cthey+could+build+it+if+the+ship+was+priced+at+%2480+million+and+delivered+in+2029.%E2%80%9C+%3Cbr%3E%E3%80%80On+the+other+hand%2C+a+person+involved+in+ship+finance+pointed+out+that+%E2%80%9Cthere+is+still+a+possibility+that+new+ships+with+short+delivery+times+will+come+out+of+China%2C%E2%80%9C+and+predicted+that+%E2%80%9Cmajor+Chinese+leasing+companies+have+secured+slipways+through+advance+orders%2C+and+will+likely+wait+until+the+timing+is+right+to+release+them+onto+the+market.%E2%80%9C+%3Cbr%3E%E3%80%80Regarding+the+shortage+of+workers+at+shipbuilding+sites%2C+he+said%2C+%E2%80%9CDue+to+the+sluggish+real+estate+sector+in+China%2C+it+appears+that+construction+site+workers+are+moving+to+shipbuilding%2C%E2%80%9C+suggesting+that+the+labor+supply+and+demand+situation+is+improving.+%3Cbr%3E%E3%80%80The+presence+of+China%E2%80%99s+shipbuilding+industry+was+also+prominent+at+the+Posidonia+Shipping+Exhibition+held+in+Athens%2C+Greece+in+early+June.+%3Cbr%3E%E3%80%80According+to+a+financial+institution+official+who+attended+the+maritime+exhibition%2C+three+charter+flights+operated+by+Chinese+airlines+were+parked+at+Athens+International+Airport+in+Greece+just+before+the+exhibition+opened.+%3Cbr%3E%E3%80%80%E2%80%9CAssuming+that+each+plane+carries+300+passengers%2C+it+means+that+nearly+900+maritime-related+personnel+arrived+from+China+on+the+charter+flights+alone%2C%E2%80%9C+said+the+financial+institution+official.+%3Cbr%3E%E3%80%80CSSC+reportedly+signed+new+ship+projects+worth+more+than+5+billion+yuan+%28about+107+billion+yen%29+during+Posidonia.+%3Cbr%3E%E3%80%80Large+Japanese+and+Chinese+yards+plan+to+extend+their+gantt+chart+more+than+four+years+into+the+future.+A+ship+finance+industry+insider+warned+about+the+overheated+new+shipbuilding+market%2C+saying%2C+%E2%80%9CWe+should+not+underestimate+the+changes+that+will+occur+over+the+next+four+years.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CThe+US+presidential+election+will+be+held+in+November+this+year%2C+and+the+new+ships+currently+being+ordered+will+be+completed+around+the+time+of+the+next+presidential+election+%28autumn+2028%29.+No+one+knows+what+the+world+will+be+like+by+then.%E2%80%9C+%3Cbr%3E%28Japanese+ship+owners+coverage+team%29+%3Cbr%3E%3D+Posted+every+other+Monday+%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

【国内船主の今】(372)ケープサイズ船台 争奪。フェーズ3船、驚きの性能

2024/06/24(月)

日本海事新聞 JMD

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