日本海事新聞ニュース Japan Maritime Daily Sep 02, 2026 (Wed)

Baltic Weekly Report: Capesize Rates Surge to $48,000 as Dry Bulk and Tanker Markets Rally

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

　■ Capesize 　The market followed a largely positive trajectory throughout the week, with the average ・・・ 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+followed+a+largely+positive+trajectory+throughout+the+week%2C+with+the+average+rate+on+the+five+major+routes+rising+from+%2442%2C105+per+day+at+the+beginning+of+the+week+to+%2448%2C399.+Strength+in+the+Atlantic+and+firmness+in+the+Pacific+supported+market+sentiment.+%3Cbr%3E%E3%80%80Although+a+temporary+correction+in+the+Pacific+on+Tuesday+capped+early+gains%2C+the+market+quickly+regained+momentum+as+continued+market+participation+by+resource+companies+and+operator+cargoes+supported+freight+rates.+Notable+moves+were+seen+in+the+latter+half+of+the+week%2C+with+the+prompt+Western+Australia-China+route+%28C5%29+surging+from+the+low+%2414-per-ton+range+at+the+start+of+the+week+to+above+%2416+per+ton%2C+recording+a+substantial+recovery.+%3Cbr%3E%E3%80%80The+Atlantic+was+the+main+catalyst+for+the+market%E2%80%99s+rise.+The+North+Atlantic+strengthened+noticeably%2C+with+both+the+Atlantic+round+trip+and+fronthaul+%28Atlantic-Pacific%29+routes+recording+healthy+gains+due+to+the+emergence+of+fresh+demand+and+fixtures+concluded+at+higher+levels.+The+South+Brazil%2FWest+Africa-China+market+also+strengthened+at+the+beginning+of+the+week%2C+with+the+Brazil-China+route+%28C3%29+rising+to+the+high+%2437-per-ton+range.+%3Cbr%3E%E3%80%80Momentum+appeared+to+stall+on+Thursday+amid+limited+bid+activity+from+charterers%2C+but+persistent+tightness+in+vessel+supply+continued+to+underpin+the+market.+Shipowners+remained+bullish+with+offers+above+%2438+per+ton%2C+while+charterers+mainly+preferred+older+and+larger+vessels.+However%2C+several+fixtures+were+reported+at+%2438.50+per+ton+on+Friday%2C+bringing+fresh+confidence+to+the+market+and+boosting+sentiment+heading+into+the+weekend.+%3Cbr%3E%E3%80%80%E2%96%A0+Panamax+%2F+Kamsarmax+%3Cbr%3E%E3%80%80The+market+rebounded+during+the+week%2C+with+improvements+seen+across+all+regions.+The+North+Atlantic+moved+from+minimal+Atlantic+round+trip+demand+to+daily+rate+increases+of+nearly+%242%2C000%2C+with+an+82%2C000-DWT+%2882-type%29+vessel+fixed+at+%2420%2C500+in+midweek+for+delivery+in+Gibraltar+and+redelivery+via+the+north+coast+of+South+America.+%3Cbr%3E%E3%80%80Fronthaul+business+originating+in+the+Northern+Hemisphere%2C+already+firm%2C+rose+further%2C+with+an+82-type+vessel+open+in+Liverpool%2C+UK%2C+fixed+at+%2432%2C750+for+a+trip+to+China+via+the+Gulf+of+Mexico+at+the+start+of+the+week+%28equivalent+to+the+low+%2429%2C000s+on+the+Baltic+Kamsarmax+index%29%2C+improving+by+around+%241%2C000+daily+by+the+weekend.+South+America%E2%80%99s+east+coast+was+very+active+with+a+late-September+loading+schedule%2C+with+fronthaul+rates+rising+by+around+%242%2C000+daily+throughout+the+week.+By+midweek%2C+an+80-type+vessel+was+fixed+at+%2422%2C000+on+a+Singapore+delivery+basis.+%3Cbr%3E%E3%80%80While+the+Atlantic+was+the+focus+of+attention%2C+rates+for+Asian+round+trips+posted+the+largest+gains.+In+addition+to+the+spillover+effect+from+the+improving+East+Coast+South+America+market%2C+demand+for+grain+from+the+U.S.+West+Coast+and+minerals+from+Australia+drove+the+market.+Early+in+the+week%2C+an+82-type+vessel+becoming+open+in+Kashima+was+fixed+at+%2418%2C500+for+a+grain+round+trip%2C+and+a+few+days+later%2C+a+vessel+of+the+same+type+achieved+%2420%2C000.+Meanwhile%2C+larger+vessels+were+fixed+for+coal+cargoes+from+Australia%2C+with+an+85-type+vessel+becoming+open+in+Yeosu%2C+South+Korea%2C+fixed+at+%2421%2C500+for+a+voyage+to+the+Far+East.+%3Cbr%3E%E3%80%80The+period+charter+market+was+also+active.+Although+momentum+was+somewhat+tempered+by+the+need+to+arrange+cargo+for+the+first+leg%2C+a+state-of-the-art+82-type+vessel+was+fixed+at+%2420%2C050+for+two+years%2C+with+delivery+in+China%2C+on+terms+under+which+scrubber+%28exhaust+gas+cleaning+system%29+benefits+would+be+shared+between+the+owner+and+the+charterer.+%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax+%2F+Supramax+%3Cbr%3E%E3%80%80It+was+a+week+of+consolidation%2C+with+no+clear+direction+in+the+market.+North+America+was+weak+at+the+start+of+the+week%2C+but+held+steady+as+a+63-type+vessel+was+fixed+at+%2431%2C000+for+a+petcoke+cargo+from+Altamira%2C+Mexico%2C+to+Bahudopi%2C+Indonesia%2C+and+a+61-type+vessel+was+fixed+at+the+same+level+for+a+coal+cargo+from+the+Mississippi%2C+U.S.%2C+to+the+Eastern+Mediterranean.+%3Cbr%3E%E3%80%80Europe+remained+firm+amid+limited+trading%2C+with+a+61-type+vessel+steel+scrap+voyage+from+Europe+to+the+Eastern+Mediterranean+fixed+at+%2421%2C500.+Meanwhile%2C+the+Mediterranean+market+had+a+subdued+week+due+to+a+lack+of+fresh+demand+and+Black+Sea+grain.+%3Cbr%3E%E3%80%80The+South+Atlantic+benefited+from+rising+Panamax+rates%2C+with+a+64-type+vessel+fixed+at+%2419%2C850%2C+plus+a+ballast+bonus+of+%24985%2C000%2C+from+the+East+Coast+of+South+America+to+the+Far+East%2C+but+was+largely+unchanged+overall+for+the+week.+%3Cbr%3E%E3%80%80The+Asian+market+edged+up+modestly%2C+with+a+63-type+vessel+grain+voyage+from+South+Korea+to+the+North+Pacific+fixed+at+%2421%2C000.+Indonesia+also+saw+an+increase+in+cargo+movements+to+India+and+Bangladesh.+The+South+African+market+was+flat.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize+%3Cbr%3E%E3%80%80Overall%2C+the+market+posted+modest+gains%2C+with+the+average+rate+on+major+routes+rising+from+%2415%2C755+to+%2415%2C855.+Although+the+number+of+fixtures+was+limited%2C+improvements+were+seen+in+several+regions.+%3Cbr%3E%E3%80%80The+Gulf+of+Mexico+was+the+strongest+market+due+to+tighter+vessel+supply+and+increased+demand%2C+with+a+32-type+vessel+grain+voyage+from+the+Gulf+of+Mexico+to+the+UK+and+continental+Europe+fixed+at+%2414%2C000+per+day%2C+and+a+modern+40-type+vessel+from+Altamira%2C+Mexico%2C+to+Guayaquil%2C+Ecuador%2C+fixed+at+%2421%2C000.+%3Cbr%3E%E3%80%80Across+the+Atlantic%2C+the+market+was+mixed%2C+with+a+37-type+vessel+from+the+East+Coast+of+South+America+to+the+Pacific+coast+of+South+America+fixed+at+%2416%2C750+amid+improved+cargo+activity.+Meanwhile%2C+in+the+North+Atlantic%2C+a+37-type+vessel+for+West+Africa+was+fixed+at+%2416%2C500%2C+but+sentiment+eased+toward+the+weekend.+Asian+markets+improved+modestly%2C+supported+by+a+limited+number+of+open+vessels+and+continued+demand%2C+with+fixtures+hovering+around+%2415%2C000.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC+%28Very+Large+Crude+Carrier%29+%3Cbr%3E%E3%80%80The+freight+index+for+the+Middle+East-China+route+was+assessed+at+WS+%28Worldscale%29+623%2C+up+54+points+from+the+previous+weekend.+The+time+charter+equivalent+earnings+%28TCE%29+amounted+to+just+over+%24647%2C000+per+day.+%3Cbr%3E%E3%80%80The+Gulf+of+Oman-China+route+rose+by+about+6+points+week-on-week+to+WS+232.5%2C+with+TCE+exceeding+%24219%2C400+per+day.+%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+the+freight+index+for+the+West+Africa-China+route+fell+by+17+points+to+WS+205%2C+while+round-trip+TCE+also+softened+to+%24179%2C600+per+day.+%3Cbr%3E%E3%80%80Total+freight+on+the+Gulf+of+Mexico-China+route+fell+by+just+over+%2410+million+to+%2424.6+million%2C+with+TCE+coming+in+just+below+%24171%2C000+per+day.+%3Cbr%3E%E3%80%80%E2%96%A0+Product+carrier+%3Cbr%3E%E3%80%80The+WS+rate+on+the+Large+Range+2+%28LR2%29+Middle+East-Japan+route+%28TC1%29+rose+by+3.33+points+to+540%2C+as+eastbound+sentiment+improved.+Westbound+rates%2C+meanwhile%2C+softened%2C+with+total+freight+on+the+Middle+East-Europe+route+%28TC20%29+falling+by+%24187%2C500+to+%249.24+million.+In+the+European+market%2C+total+freight+on+the+Mediterranean-Far+East+route+%28TC15%29+rose+by+%24433%2C000+to+%246.02+million%2C+while+round-trip+TCE+via+Suez+increased+by+%247%2C942+per+day+to+%2439%2C378+per+day.+%3Cbr%3E%E3%80%80LR1+rates+in+the+Middle+East+were+mixed+depending+on+the+discharge+port.+Eastbound+sentiment+turned+bullish%2C+with+the+WS+rate+for+Japan+%28TC5%29+up+13.75+points+to+579.38.+Westbound+sentiment+was+slightly+weaker%2C+with+the+WS+rate+for+Europe+%28TC8%29+down+2.31+points+to+112.64.+%3Cbr%3E%E3%80%80The+WS+rate+for+the+MR+%28Medium+Range%29+Middle+East-East+Africa+route+%28TC17%29+rose+from+507.86+to+525%2C+with+the+round-trip+TCE+at+%2460%2C783+per+day.+The+European+market+was+softer%2C+with+the+WS+rate+for+the+ARA+%28Amsterdam-Rotterdam-Antwerp%29-U.S.+Atlantic+Coast+route+%28TC2%29+down+5+points+to+100.63%2C+and+the+current+round-trip+TCE+at+negative+%244%2C225+per+day.+%3Cbr%3E%E3%80%80The+WS+rate+for+MR+in+the+Gulf+of+Mexico-Europe+route+%28TC14%29+fell+from+230.71+to+213.57%2C+with+the+current+round-trip+TCE+at+%2419%2C742+per+day.+The+Gulf+of+Mexico-Caribbean+route+%28TC21%29+also+softened%2C+with+the+current+total+freight+rate+at+%24647%2C857+and+the+corresponding+TCE+at+%2414%2C224+per+day.+The+TCE+for+the+Atlantic+Triangulation+Basket+was+%2422%2C939+per+day.+%3Cbr%3E%E3%80%80The+current+WS+rate+for+the+Handymax+trans-Mediterranean+route+%28TC6%29+fell+by+about+1.11+points+to+165%2C+with+the+TCE+at+%248%2C489+per+day.+Meanwhile%2C+the+WS+rate+for+the+UK-Continental+Europe+route+%28TC23%29+rose+to+180%2C+with+the+TCE+at+%248%2C889+per+day.+%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】(8月24―28日)ケープ、4.8万ドルに急上昇

2026/09/02(水)

日本海事新聞 JMD

関連記事ニュース Related news