日本海事新聞ニュース Japan Maritime Daily Oct 26, 2020 (Mon)

‌【Current of Japanese shipowners】Why are local banks’ loan balances increasing?

　“The balance of ship loans of major regional banks is the highest ever. Do you know what this means ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CThe+balance+of+ship+loans+of+major+regional+banks+is+the+highest+ever.+Do+you+know+what+this+means%3F+%E2%80%9C+%3Cbr%3E%E3%80%80October+19%2C+at+a+coffee+shop+near+Tokyo.+The+shipping+broker+asked+a+keen+question.+%3Cbr%3E%E3%80%80%E2%96%A0+Concentrate+on+specific+ship+owners+%3Cbr%3E%E3%80%80The+Iyo+Bank+and+Ehime+Bank+in+the+Shikoku+region%2C+the+Hiroshima+Bank+and+Yamaguchi+Financial+Group+in+the+Chugoku+region%2C+and+the+Bank+of+Fukuoka+in+the+Kyushu+region.+%3Cbr%3E%E3%80%80Japanese+regional+banks%2C+which+have+a+good+track+record+in+ship+financing%2C+have+increased+their+loan+balance+compared+to+last+year%2C+or+have+reached+a+record+high.+%3Cbr%3E%E3%80%80Since+the+beginning+of+the+year%2C+the+shipping+recession+has+been+added+to+the+new+coronavirus%2C+and+%E2%80%9Cthere+are+almost+no+new+construction+projects%E2%80%9C+%28Trading+Company+Ship+Department%29.+Why+is+the+loan+balance+increasing+despite+this+situation%3F+%3Cbr%3E%E3%80%80The+aforementioned+shipping+broker+continues.+%3Cbr%3E%E3%80%80%E2%80%9CJapanese+shipyards+have+not+received+any+orders+for+medium-sized+bulkers.+The+balance+of+Japanese+regional+banks+is+increasing+simply+because+the+number+of+large+vessels+is+increasing.+Large+bulkers+such+as+mega+container+ships+and+Capesize+vessels.+The+number+of+shipowners+who+can+own+such+vessels+is+limited.+Conversely%2C+it+is+a+phenomenon+that+loans+to+some+specific+shipowners+are+increasing%2C+not+that+loans+for+the+entire+industry+are+increasing.%E2%80%9C+%28Broker+in+Tokyo%29+%3Cbr%3E%E3%80%80A+Japanese+regional+bank+official+continues.+%3Cbr%3E%E3%80%80%E2%80%9CThe+increase+in+Japanese+regional+bank+loans+has+been+affected+by+the+completion+of+new+ships%2C+but+we+are+also+worried+about+the+trends+of+mega+banks.+Due+to+a+reduction+in+charter+charges+for+overseas+operators+%28operating+shipping+companies%29%2C+etc.%2C+some+mega+banks+are+strongly+opposed+to+requests+for+rescheduling+%28review+of+repayment+plan%29+from+shipowners+and+overseas+operators.+If+the+mega+bank+does+not+accept+the+loan+of+the+mega+container+ship+etc.%2C+the+Japanese+regional+bank+has+no+choice+but+to+lend.%E2%80%9C+%28ship+loan+officer%29+%3Cbr%3E%E3%80%80Currently%2C+several+LNG+%28liquefied+natural+gas%29+carrier+financing+projects+are+emerging+under+the+surface.+%3Cbr%3E%E3%80%80The+market+price+per+a+LNG+carrier+is+about+20+billion+yen%2C+which+is+the+highest+among+ocean-going+vessels.+In+the+past%2C+off-balance+sheet+%28off-balance+sheet+debt%29+financing+by+project+finance+%28PF%29+was+the+mainstream%2C+but+recently+the+transportation+contract+period+of+the+project+has+become+shorter+and+PF+cannot+be+formed.+%3Cbr%3E%E3%80%80A+Japanese+regional+bank+official+continues.+%3Cbr%3E%E3%80%80%E2%80%9DOriginally%2C+it+was+a+Japanese+regional+bank+loan+that+developed+from+the+development+of+local+industries%2C+but+now+it+is+for+overseas+operators%2C+LNG+carriers%2C+mega+container+ships+and+anything+else.+The+Financial+Services+Agency+also+welcomes+it%2C+even+if+Japanese+regional+banks+are+dealing+with+overseas+projects%2C+if+they+can+expand+their+earnings+base.+However%2C+when+it+comes+to+risk+management%2C+the+capabilities+of+Japanese+regional+banks+themselves+have+not+caught+up.%E2%80%9D+%28Ship+lender%29+%3Cbr%3E%E3%80%80Japanese+regional+bank+lending+is+also+a+mirror+of+changes+in+the+environment+surrounding+shipowners%E2%80%99+economic+zones.+%3Cbr%3E%E3%80%80%E2%96%A0+Complaints+from+operators+%3Cbr%3E%E3%80%80%E2%80%9CThe+costs+to+pay+the+ship+management+companies+are+increasing+by+tens+of+millions+of+yen.%E2%80%9C+%3Cbr%3E%E3%80%80Early+October.+With+the+lifting+of+the+ban+on+business+trips+to+Tokyo+in+local+cities%2C+the+medium-scale+shipowner+responded+to+an+interview+about+the+recent+effects+of+the+new+coronavirus.+%3Cbr%3E%E3%80%80The+ship+owner+continues.+%3Cbr%3E%E3%80%80%E2%80%9CSince+the+area+where+seafarers+can+be+changed+is+limited%2C+we+have+to+obtain+the+permission+of+the+operator+to+deviate+%28detour%29.+Naturally%2C+the+period+is+off-hire+%28no+charter+fee%29.+In+addition%2C+the+dock+period+for+regular+inspections+has+been+extended.+In+some+cases%2C+the+cost+of+managing+a+ship%2C+centered+on+changing+crew+members%2C+exceeds+%24+100%2C000+a+year+%28about+10%2C500%2C000+yen%29+with+just+one+ship.%E2%80%9C+%28Imabari+shipowner%29+%3Cbr%3E%E3%80%80The+situation+is+the+same+for+Japanese+shipping+operators.+From+the+standpoint+of+a+charterer+%28charterer%29%2C+the+shipowner%E2%80%99s+ship+management+costs+are+irrelevant%2C+but+it+is+in+the+same+position+as+the+shipowner+in+terms+of+managing+its+own+ship+and+changing+crew+members.+%3Cbr%3E%E3%80%80A+Japanese+carrier+official+speaks.+%3Cbr%3E%E3%80%80%E2%80%9CIn+the+case+of+a+Japanese+sailor+disembarking+in+the+Kanto+area%2C+public+transportation+cannot+be+used%2C+so+we+prepared+a+hire+arranged+by+the+company.+The+Japanese+sailor%E2%80%99s+home+is+in+the+direction+of+Aomori.+The+hire+cost+was+over+200%2C000+yen%2C+but+there+is+no+choice+but+to+pick+up+and+drop+off.+The+new+coronavirus+has+significantly+increased+these+additional+costs+of+companies.%E2%80%9C+%3Cbr%3E%E3%80%80Replacement+of+foreign+seafarers%2C+mainly+Filipinos%2C+and+at+the+same+time%2C+the+cost+of+moving+seafarers+within+Japan.+%E2%80%9CIf+possible%2C+I+would+like+to+record+it+as+an+extraordinary+loss%2C+not+as+general+and+administrative+expenses.+It%E2%80%99s+just+a+one-time+cost+due+to+the+new+coronavirus%2C+so+I+really+don%E2%80%99t+want+to+affect+the+ordinary+profit+and+loss.%E2%80%9C+%28Full-time+operator+official%29+%3Cbr%3E%E3%80%80While+the+plight+of+changing+crew+members+is+being+criticized+for+the+new+coronavirus%2C+the+increase+in+ship+management+costs+additionally+borne+by+Japanese+shipping+operators+and+Japanese+ship+owners+has+increased+to+a+level+that+cannot+be+ignored.+%3Cbr%3E%E3%80%80The+Japanese+shipowner+speaks.+%3Cbr%3E%E3%80%80%E2%80%9CThe+increase+in+ship+management+costs+does+not+mean+that+the+operator+will+add+a+charter+fee.+Rather%2C+if+the+deviation+delays+the+loading+area%2C+there+will+be+severe+complaints+rather+than+off-hire.+Neither+the+operator+nor+the+shipowner+can+agree+on+the+additional+cost+of+ship+management.%E2%80%9C+%28Medium-scale+shipowner%29+%3Cbr%3E%E3%80%80Ship+management+cost+burden+that+everyone+feels+as+a+%E2%80%9Cvictim%E2%80%9C.+It+is+also+casting+a+subtle+shadow+on+the+business+relationships+between+operators+and+shipowners.+%3Cbr%3E%28Japanese+ship+owner+coverage+group%29+%3Cbr%3E%3D+Posted+every+Monday%3Cdiv%3E%E3%80%80%3C%2Fdiv%3E%3Cdiv+style%3D%26%23x27%3Bborder-top%3A1px+dotted+%23999999%26%23x27%3B%3E%E3%80%80%3C%2Fdiv%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.%3Cdiv%3E%E3%80%80%3C%2Fdiv%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

【国内船主の今】(239)融資残高、過去最高の謎。コロナ…管理コスト急増

2020/10/26(月)

日本海事新聞 JMD

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