日本海事新聞ニュース Japan Maritime Daily May 13, 2025 (Tue)

PCC; Unavoidable tone down of automobile seaborne trade due to US auto tariff

Spot freight rates to soften, capital costs to rise

　Shipping companies involved in PCTC operations are concerned about a decline in cargo movements to ・・・ 続きはログインして下さいnext %E3%80%80Shipping+companies+involved+in+PCTC+operations+are+concerned+about+a+decline+in+cargo+movements+to+the+US+due+to+U.S.+automobile+tariffs.+Cargo+movements+to+the+United+States+are+steady+at+present.+However%2C+if+tariffs+cause+automobile+sales+prices+to+rise%2C+the+market+will+cool+down%2C+and+seaborne+cargo+movements+will+also+be+affected.+In+the+PCTC+business%2C+profits+are+being+pushed+down+due+to+softening+of+spot+freight+rates+because+of+an+increase+in+the+supply+of+newly+built+ships+and+due+to+rising+costs+because+of+an+increase+in+the+completion+of+LNG+%28liquefied+natural+gas%29-fueled+ships.+A+decline+in+cargo+movements+to+the+United+States+will+further+drag+down+profits.+%3Cbr%3E%E3%80%80On+April+3%2C+the+United+States+imposed+an+additional+25%25+tariff+on+imported+automobiles.+Tariffs+on+imports+of+UK-produced+cars+will+be+reduced+to+10%25+for+up+to+100%2C000+vehicles+per+year%2C+but+additional+tariffs+will+be+imposed+on+cars+imported+from+countries+other+than+the+UK.+%3Cbr%3E%E3%80%80At+a+financial+result+briefing+for+the+January-March+2025+period+held+on+May+8%2C+Lasse+Kristoffersen%2C+CEO+%28Chief+Executive+Officer%29+of+European+RORO+ship+operator+Wallenius+Wilhelmsen%2C+said%2C+%E2%80%9CEven+if+the+full+amount+of+the+tariffs+is+not+passed+on%2C+the+selling+price+of+automobiles+will+increase+by+several+thousand+dollars.%E2%80%9C+%3Cbr%3E%E3%80%80He+pointed+out+that+if+sales+prices+rise%2C+both+sales+and+imports+will+decrease.+%E2%80%9CIf+the+tariffs+are+compounded+by+the+USTR+%28United+States+Trade+Representative%29+port+entry+fees+imposed+on+non-U.S.-built+PCTCs%2C+the+negative+impact+on+sales+and+imports+will+be+significant%2C%E2%80%9C+he+expressed+concern.+%3Cbr%3E%E3%80%80According+to+%E2%80%9CK%E2%80%9DLine%2C+the+number+of+cars+sold+in+the+United+States+in+2024+is+approximately+16+million.+Of+this%2C+excluding+imports+by+land+transport%2C+3.7+million+to+3.8+million+vehicles+were+imported+from+Japan%2C+South+Korea%2C+Europe%2C+and+other+countries+using+sea+transport.+%3Cbr%3E%E3%80%80Regarding+the+company%E2%80%99s+earnings+forecast+for+FY+2025%2C+%E2%80%9CK%E2%80%9DLine+President+Takenori+Igarashi+explained%2C+%E2%80%9COur+calculations+are+based+on+the+assumption+that+US+automobile+imports+via+sea+transport+will+decrease+by+30%25%2C+or+about+1+million+vehicles.%E2%80%9C+He+said+the+tariffs+could+reduce+PCTC+business+profits+by+about+13+billion+yen.+%3Cbr%3E%E3%80%80NYK+also+predicts+that+the+impact+of+tariffs+and+other+factors+could+reduce+its+automotive+business+segment+profits+by+up+to+20+billion+yen.+%3Cbr%3E%E3%80%80However%2C+Takaya+Soga%2C+president+of+the+company%2C+said%2C+%E2%80%9COur+customers+are+trying+to+maintain+their+volume.+The+impact+may+not+be+that+big%2C%E2%80%9C+suggesting+the+tariffs+may+only+have+a+minor+impact+on+revenue.+%3Cbr%3E%E3%80%80NYK+expects+the+number+of+cars+transported+by+its+PCTCs+in+FY+2025+to+be+4.46+million+vehicles%2C+the+same+as+the+previous+period.+However%2C+segment+profit+for+the+automotive+business+is+expected+to+decrease+by+17.3+billion+yen+from+the+previous+period+to+96+billion+yen.+The+forecast+does+not+include+the+impact+of+tariffs.+%3Cbr%3E%E3%80%80When+asked+why+the+company+expects+a+decline+in+profits+despite+the+number+of+vehicles+transported+remaining+flat%2C+President+Soga+cited+a+decrease+in+profitable+spot+cargo+and+rising+operating+costs+due+to+an+increase+in+LNG-fueled+ships%2C+which+are+more+expensive+than+conventional+heavy+oil-fueled+ships.+%3Cbr%3E%E3%80%80There+is+no+impact+of+the+tariffs+on+current+demand+for+PCTC+transport.+NYK+President+Soga+said%2C+%E2%80%9CWe+have+not+seen+any+major+changes+in+customers%E2%80%99+shipments+due+to+the+tariffs.+Bookings+have+not+dropped+at+all+for+the+next+two+months.%E2%80%9C+%3Cbr%3E%E3%80%80Kristoffersen+said%2C+%E2%80%9CShipping+demand+from+customers+in+South+Korea+and+Japan+remains+solid%2C+and+we+plan+to+maintain+the+current+pace+of+exports.+Exports+from+Europe+to+the+United+States+also+fell+temporarily%2C+but+have+now+recovered.%E2%80%9C+%3Cbr%3E%E3%80%80British+automaker+Jaguar+Land+Rover+%28JLR%29+temporarily+halted+all+exports+to+the+US%2C+but+has+now+resumed+exports.+%E2%80%9CThe+decline+in+cargo+volume+and+revenue+from+Europe+has+been+offset+by+the+increase+from+Asia%2C%E2%80%9C+he+said.+%3Cbr%3E%E3%80%80However%2C+regarding+the+USTR%E2%80%99s+port+entry+fees+on+non-U.S.-built+PCTCs%2C+NYK+President+Soga+commented%2C+%E2%80%9CThis+is+a+serious+issue+for+both+Japanese+shipping+companies+and+automakers.+Through+the+Japanese+Shipowners%E2%80%99+Association%2C+we+will+work+with+the+Ministry+of+Land%2C+Infrastructure%2C+Transport+and+Tourism%2C+the+Ministry+of+Economy%2C+Trade+and+Industry%2C+the+Ministry+of+Foreign+Affairs+and+others+and+demand+that+the+matter+be+rectified.%E2%80%9C+%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

自動車船、米向け荷動き減必至。関税影響、足元は堅調

2025/05/13(火)

日本海事新聞 JMD

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