日本海事新聞ニュース Japan Maritime Daily May 12, 2026 (Tue)

Baltic Weekly Report: Capesize Rates Surge to $46k Peak as Pacific Demand Drives Bullish Sentiment Across Dry Bulk Segments

Trend in the BDI (Baltic Dry Index, 1985=1000)

　■ Capesize 　The market rose strongly throughout the week. After the U.K. holiday, active trading in ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0+Capesize+%3Cbr%3E%E3%80%80The+market+rose+strongly+throughout+the+week.+After+the+U.K.+holiday%2C+active+trading+in+the+Pacific+generated+momentum%2C+with+the+continued+presence+of+three+major+Australian+mining+companies+on+the+C5+route+%28Western+Australia-China%29+and+a+steady+flow+of+coal+tender+cargoes+from+Australia%E2%80%99s+east+coast+pushing+up+rates+and+supporting+bullish+sentiment.+%3Cbr%3E%E3%80%80This+strength+also+spilled+over+into+the+Atlantic+basin%2C+where+trans-Atlantic+round+voyages+remained+firm%2C+while+tightening+vessel+supply+provided+support.+%3Cbr%3E%E3%80%80By+midweek%2C+positive+sentiment+accelerated+in+both+basins%2C+with+tight+vessel+supply+driving+a+supply-led+market.+C5+rose+above+the+mid-%2415s%2C+while+C3+%28Brazil-China%29+also+climbed+to+the+high+%2436s+due+to+owners%E2%80%99+resistance+and+improved+bid+levels.+%3Cbr%3E%E3%80%80However%2C+momentum+eased+later+in+the+week%2C+with+C5+falling+to+around+%2415%2C+while+C3+also+saw+softer+forward+fixtures+due+to+an+increase+in+ballasters+and+more+selective+chartering+activity.+%3Cbr%3E%E3%80%80Nevertheless%2C+activity+in+the+North+Atlantic+remained+firm%2C+supported+by+fronthaul+%28Atlantic-Pacific%29+demand.+BCI+182+5TC+%28182%2C000-DWT+five-route+average%29+ended+the+week+at+%2444%2C941%2C+after+rising+from+%2442%2C649+on+Tuesday+to+a+peak+of+%2446%2C610+on+Thursday.+%3Cbr%3E%E3%80%80%E2%96%A0+Panamax+%3Cbr%3E%E3%80%80It+was+a+week+in+which+sentiment+steadily+strengthened+in+both+basins%2C+supported+by+tightening+vessel+supply+and+improving+cargo+volumes.+%3Cbr%3E%E3%80%80Rates+surged+in+the+first+half+of+the+week+as+trading+in+grains+and+minerals+picked+up+on+both+the+Atlantic+and+Pacific+routes%2C+with+fronthaul+business+receiving+particular+support.+Although+trading+in+the+Atlantic+eased+by+midweek%2C+the+bullish+tone+was+maintained+as+shipowners+raised+their+offers+amid+a+shrinking+list+of+available+vessels+and+an+increase+in+fronthaul+fixtures.+%3Cbr%3E%E3%80%80In+Asian+waters%2C+the+upward+trend+in+rates+was+supported+by+steady+Australian+mineral+exports%2C+strong+demand+from+Indonesia%2C+and+a+limited+supply+of+modern+tonnage.+By+Thursday%2C+the+upward+momentum+continued+as+tighter+vessel+supply+and+a+steady+flow+of+cargo+further+lifted+the+market%2C+with+higher+fixtures+reported+in+both+regions.+%3Cbr%3E%E3%80%80The+P5TC+%28five-route+average%29+index+rose+steadily+throughout+the+week%2C+closing+at+%2420%2C099+on+Friday%2C+up+from+%2418%2C490+on+Tuesday.+%3Cbr%3E%E3%80%80%E2%96%A0+Supramax+%3Cbr%3E%E3%80%80Despite+fewer+business+days+in+some+regions+due+to+the+holiday+period%2C+market+conditions+in+the+sector+generally+remained+firm.+%3Cbr%3E%E3%80%80The+Atlantic+saw+a+reasonable+volume+of+inquiries%2C+and+shipowners%E2%80%99+expectations+rose+cautiously.+A+61%2C000-DWT+%28Type+61%29+vessel+was+fixed+at+%2426%2C000+per+day+to+carry+coal+from+the+U.S.+East+Coast+to+Finland.+%3Cbr%3E%E3%80%80Demand+for+scrap+shipments+in+continental+Europe+continued.+An+Ultramax+was+fixed+at+around+%2420%2C000+for+a+voyage+from+the+southern+Baltic+to+the+eastern+Mediterranean.+Few+fixtures+surfaced+in+the+South+Atlantic%2C+but+brokers+noted+that+a+healthy+number+of+deals+were+being+concluded.+An+Ultramax+was+fixed+at+%2417%2C000+plus+a+%24700%2C000+ballast+bonus.+%3Cbr%3E%E3%80%80Asia+remained+stable%2C+though+there+were+also+reports+of+a+lack+of+fresh+inquiries+in+the+north.+A+fixture+delivery+Busan%2C+South+Korea%2C+via+the+U.S.+West+Coast%2C+redelivery+Chittagong%2C+Bangladesh%2C+was+concluded+at+below+%2417%2C000.+Southern+demand+persisted%2C+with+a+Type+55+fixed+at+%2418%2C250+delivery+Penang%2C+Malaysia%2C+via+Indonesia%2C+redelivery+Thailand.+%3Cbr%3E%E3%80%80The+Indian+Ocean+saw+a+position-dependent+market.+A+Type+63+was+fixed+at+%2416%2C500+for+a+salt+cargo+delivery+Kandla%2C+India%2C+redelivery+China.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize+%3Cbr%3E%E3%80%80Overall%2C+the+market+remained+broadly+flat+to+slightly+firmer%2C+driven+more+by+positional+factors+than+by+any+significant+increase+in+demand.+%3Cbr%3E%E3%80%80Continental+Europe+and+the+Mediterranean+were+weak%2C+with+limited+inquiries+and+generally+quiet+conditions.+Meanwhile%2C+the+Gulf+of+Mexico+and+South+Atlantic+were+somewhat+more+active+as+fresh+interest+and+activity+improved+slightly.+Although+these+signs+emerged%2C+they+were+insufficient+to+absorb+the+surplus+tonnage%2C+and+freight+rate+improvements+remained+modest.+%3Cbr%3E%E3%80%80A+Type+40+open+Lagos%2C+Nigeria%2C+on+May+2-5+was+fixed+at+%2422%2C000+for+an+alumina+shipment+delivery+Vila+do+Conde%2C+Brazil%2C+to+Norway.+A+Type+37+vessel+open+Galveston%2C+U.S.%2C+on+May+5-10+was+fixed+at+%2414%2C000+for+a+wood+pellet+shipment+delivery+Mobile%2C+U.S.%2C+to+the+U.K.+%3Cbr%3E%E3%80%80The+Asian+market+likewise+remained+flat%2C+partly+due+to+the+impact+of+holidays.+There+was+no+significant+change+in+transport+demand%2C+and+the+vessel+list+lengthened+somewhat.+A+type+37+was+fixed+at+%2417%2C500+for+multiple+voyages+from+China%2C+Japan%2C+and+South+Korea.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC+%28Very+Large+Crude+Carrier%29+%3Cbr%3E%E3%80%80The+situation+for+oil+shipments+from+the+Middle+East+remained+uncertain.+%3Cbr%3E%E3%80%80The+freight+index+on+the+Middle+East-China+route+was+assessed+at+WS+%28Worldscale%29+458.75%2C+up+53+points+from+the+end+of+the+previous+week%2C+equivalent+to+time+charter+equivalent+earnings+%28TCE%29+of+%24462%2C102+per+day.+The+Gulf+of+Oman-China+route+was+assessed+at+WS139+on+May+7%2C+down+10+points+from+the+end+of+the+previous+week.+%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+the+rate+on+the+West+Africa-China+route+rose+15+points+this+week+to+slightly+above+WS147.5.+Round-trip+TCE+was+just+over+%24115%2C300.+%3Cbr%3E%E3%80%80Meanwhile%2C+total+freight+on+the+Gulf+of+Mexico-China+route+rose+by+%241.55+million+over+the+past+seven+days+to+more+than+%2417.26+million.+This+is+equivalent+to+a+TCE+of+more+than+%24105%2C500.+%3Cbr%3E%E3%80%80%E2%96%A0+Product+carrier+%3Cbr%3E%E3%80%80The+Middle+East-Japan+route+%28TC1%29+for+LR2s+%28Large+Range+2s%29+was+steady+at+around+WS550.+The+westbound+market+was+similar%2C+with+total+freight+on+the+Middle+East-Europe+route+%28TC20%29+continuing+to+trade+at+%2410.8+million-%2410.9+million.+Total+freight+on+the+Mediterranean-Far+East+route+%28TC15%29+continued+to+decline%2C+falling+by+%24870%2C000+to+%2410.07+million%2C+while+round-trip+TCE+dropped+to+%2493%2C600+per+day.+%3Cbr%3E%E3%80%80The+WS+for+the+Middle+East-Japan+route+%28TC5%29+for+LR1s+edged+down%2C+falling+12.5+points+to+603.+Total+freight+on+the+Middle+East-Europe+route+%28TC8%29+ended+the+week+at+%248.47+million%2C+down+%24135%2C000.+%3Cbr%3E%E3%80%80The+WS+for+the+Middle+East-East+Africa+route+%28TC17%29+for+MRs+%28Medium+Ranges%29+was+flat+at+around+735-737%2C+with+round-trip+TCE+at+%2491%2C300+per+day.+Europe+was+on+a+downward+trend%2C+with+the+WS+for+the+ARA+%28Amsterdam-Rotterdam-Antwerp%29-U.S.+Atlantic+Coast+route+%28TC2%29+falling+by+17.5+points+from+the+previous+week+to+213%2C+suggesting+it+may+have+bottomed+out.+The+current+round-trip+TCE+stands+at+%2415%2C600+per+day.+%3Cbr%3E%E3%80%80In+the+Gulf+of+Mexico%2C+MR+freight+rates+fell+sharply.+On+the+Gulf+of+Mexico-Europe+route+%28TC14%29%2C+WS+fell+by+182+points+from+the+level+at+the+start+of+the+week+to+243.57%2C+and+round-trip+TCE+was+down+60%25+to+%2421%2C400+per+day.+The+Gulf+of+Mexico-Caribbean+route+%28TC21%29+also+declined+similarly%2C+with+total+freight+now+at+%24782%2C000+and+the+corresponding+TCE+down+%2438%2C200+to+%2419%2C200+per+day.+The+Atlantic+Triangulation+Basket+TCE+fell+from+%2475%2C366+per+day+to+%2440%2C185+per+day.+%3Cbr%3E%E3%80%80Handymax+rates+were+on+a+downward+trend+on+both+the+Mediterranean+and+European+routes.+WS+for+the+Mediterranean+route+%28TC6%29+fell+by+47+points+to+400%2C+and+round-trip+TCE+came+to+%2475%2C100+per+day.+WS+for+the+intra-European+route+%28TC23%29+fell+by+81+points+to+381%2C+and+round-trip+TCE+came+to+%2467%2C400+per+day.+%3Cbr%3E%28Source%3A+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】(5月4―8日)ケープ上昇4.6万ドル

2026/05/12(火)

日本海事新聞 JMD

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