日本海事新聞ニュース Japan Maritime Daily Jun 04, 2026 (Thu)

Posidonia 2026: Clarksons Warns Shipping Stays at Geopolitical Frontline

Gordon on the challenges and outlook for the shipping market

　【Athens=Hisashi Kanto】 On June 2, the UK newspaper TradeWinds held a Shipowners Forum at the venue ・・・ 続きはログインして下さいnext %E3%80%80%E3%80%90Athens%3DHisashi+Kanto%E3%80%91+On+June+2%2C+the+UK+newspaper+TradeWinds+held+a+Shipowners+Forum+at+the+venue+of+%E2%80%99%3Cb%3EPosidonia+2026%3C%2Fb%3E%2C+the+International+Shipping+Exhibition+currently+being+held+in+Athens%2C+the+Greek+capital.+Steve+Gordon%2C+Managing+Director+of+UK-based+Clarksons+Research%2C+who+delivered+the+keynote+speech%2C+said%2C+%E2%80%9CThe+shipping+market+is+in+an+era+where+risks+and+opportunities+coexist%2C%E2%80%9C+and+explained+geopolitical+risks%2C+fleet+renewal+demand%2C+and+other+topics+as+%E2%80%9C10+numbers+for+reading+the+shipping+market.%E2%80%9C+%3Cbr%3E%E3%80%80Gordon+pointed+out+that+traffic+through+the+Strait+of+Hormuz+has+fallen+by+95%25+compared+with+normal+levels+and+emphasized+that+%E2%80%9Cshipping+stands+at+the+forefront+of+a+new+geopolitical+order.%E2%80%9C+He+analyzed+that+increased+exports+from+the+Gulf+of+Mexico+are+offsetting+the+loss+of+crude+oil+shipments+from+the+Middle+East+and%2C+from+the+perspective+of+the+shipping+market%2C+are+currently+supporting+freight+rates+and+vessel+supply-demand+conditions.+At+the+same+time%2C+he+explained+that+it+is+one+of+the+biggest+risk+factors+for+the+global+economy.+%3Cbr%3E%E3%80%80He+also+noted+that+global+seaborne+transport+distances+have+increased+by+10%25+compared+with+2019+due+to+changes+in+logistics+routes+driven+by+geopolitical+factors+and+other+factors.+He+then+pointed+out+that+future+global+trade+will+be+characterized+more+by+complexity+than+by+growth.+He+expressed+the+view+that+energy+security%2C+supply+chain+restructuring%2C+and+responses+to+geopolitical+risks+will+become+key+themes+for+the+shipping+industry.+%3Cbr%3E%E3%80%80On+the+market+front%2C+he+explained+that+the+ClarkSea+Index%2C+the+company%E2%80%99s+composite+indicator+of+total+charter+rates+for+container+ships%2C+bulkers%2C+tankers%2C+and+gas+carriers%2C+has+been+hovering+at+around+%2440%2C000+per+day+since+the+start+of+the+year+and+is+at+a+record+high.+%3Cbr%3E%E3%80%80He+also+mentioned+that+41%25+of+the+global+fleet+is+15+years+old+or+more%2C+and+pointed+out+that+demand+for+fleet+renewal+will+continue.+He+further+stated+that+about+one+quarter+of+the+world%E2%80%99s+tanker+tonnage+consists+of+sanctioned+vessels+or+vessels+with+some+kind+of+connection+to+sanctioned+vessels%2C+and+stressed+the+need+to+closely+monitor+trends+in+the+shadow+fleet.+%3Cbr%3E%E3%80%80On+decarbonization%2C+he+emphasized+that+although+the+shipping+industry+accounts+for+about+2%25+of+global+GHG+%28greenhouse+gas%29+emissions%2C+decarbonization+is+an+issue+that+should+be+addressed+over+the+course+of+decades.+He+expressed+the+view+that+while+investment+in+energy-efficiency+improvement+technologies+is+increasing%2C+investment+in+alternative+fuels+is+somewhat+losing+momentum.+%3Cbr%3E%E3%80%80He+explained+that+Greek+shipowners+own+21%25+of+the+world%E2%80%99s+tanker%2C+bulker%2C+and+gas+carrier+tonnage.+He+praised+the+achievement%2C+saying%2C+%E2%80%9CIt+is+remarkable+that+Greece+has+built+up+such+a+scale+without+a+domestic+cargo+base+or+a+large+shipbuilding+industry.%E2%80%9C+He+also+noted+that+this+year+Greek+shipowners+are+the+world%E2%80%99s+largest+sellers+of+secondhand+vessels+as+well+as+the+largest+buyers+of+newbuilds.+%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%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【Posidonia2026】海運、地政学リスクの最前線に。クラークソンズが市場展望

2026/06/04(木)

日本海事新聞 JMD

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