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日本海事新聞ニュース Japan Maritime Daily Jun 10, 2026 (Wed)

At Posidonia 2026, participants discussed the business operations and investment strategies of shipping companies amid rising geopolitical risks in a conference titled “How can shipping operate and invest successfully amid geopolitical chaos?“

Panelists discussed shipping management and investment strategies amid geopolitical risks

　At a conference held by the British newspaper TradeWinds on June 2 during the “Posidonia 2026,“ the ・・・続きはログインして下さいnext %E3%80%80At+a+conference+held+by+the+British+newspaper+TradeWinds+on+June+2+during+the+%E2%80%9CPosidonia+2026%2C%E2%80%9C+the+International+Shipping+Exhibition+in+Athens%2C+Greece%2C+participants+discussed+the+business+operations+and+investment+strategies+of+shipping+companies+amid+rising+geopolitical+risks+under+the+title+%E2%80%9CHow+can+shipping+operate+and+invest+successfully+amid+geopolitical+chaos%3F%E2%80%9C+%3Cbr%3E%E3%80%80Paul+Pathy%2C+Chairman+of+BIMCO+%28Baltic+and+International+Maritime+Council%29%3B+Rolf+Westfal-Larsen+Jr.%2C+Chairman+of+Intertanko+%28International+Association+of+Independent+Tank+Owners%29%3B+James+Lewis%2C+Global+Head+of+Operations+at+Cargill+Ocean+Transportation%2C+the+ocean+shipping+division+of+U.S.+grain+trader+Cargill%3B+Charis+Plakantonaki%2C+CSO+%28Chief+Strategy+Officer%29+of+Greek+shipowner+Star+Bulk+Carriers%3B+and+Costas+Delaportas%2C+President+%26+CEO+%28Chief+Executive+Officer%29+of+Greek+shipping+company+DryDel+Shipping%2C+spoke+at+the+event.+%3Cbr%3E%E3%80%80Plakantonaki+cited+factors+shaping+the+market+environment%2C+such+as+China%E2%80%99s+soybean+procurement+shifting+from+the+United+States+to+South+America+amid+U.S.-China+tensions+and+changes+in+sourcing+due+to+Europe%E2%80%99s+move+away+from+dependence+on+Russia%2C+and+noted%2C+%E2%80%9CThe+geopolitical+issues+of+recent+years+have+not+merely+caused+operational+disruptions%3B+they+have+redefined+the+market+itself+across+all+shipping+segments.%E2%80%9C+%3Cbr%3E%E3%80%80Regarding+the+impact+of+the+situation+in+the+Persian+Gulf%2C+she+explained+that+the+effect+on+dry+bulk+was+limited+compared+with+other+shipping+segments%2C+although+some+vessels+had+been+held+up.+She+expressed+the+view+that+slow+steaming+prompted+by+rising+crude+oil+prices+has+reduced+transport+efficiency%2C+effectively+tightening+vessel+supply+and+thereby+supporting+market+conditions.+%3Cbr%3E%E3%80%80On+the+demand+side%2C+she+pointed+out+that+rising+coal+demand+is+a+factor+supporting+the+dry+bulk+market+as+the+policy+focus+shifts+from+%E2%80%9Cenergy+efficiency%E2%80%9C+to+%E2%80%9Cenergy+security.%E2%80%9C+Grain+transport+demand+also+remains+firm%2C+and+she+cited+the+Simandou+iron+ore+project+in+Guinea%2C+iron+ore+exports+from+Brazil%2C+and+the+expansion+of+bauxite+exports+from+Guinea+as+factors+that+will+drive+future+demand+growth.+%3Cbr%3E%E3%80%80Delaportas+cited+escalating+geopolitical+tensions+and+the+prolongation+of+crises+as+the+most+concerning+risks.+He+pointed+out+that+these+could+shrink+not+only+trade+patterns+and+cargo+flows+but+also+the+market+itself.+He+warned+that+persistently+high+crude+oil+prices+could+also+affect+the+dry+bulk+market+through+inflation+and+weakening+demand.+%3Cbr%3E%E3%80%80He+also+noted+that+fuel+procurement+has+become+more+difficult%2C+explaining+that+in+some+cases+vessels+are+forced+to+wait+or+change+routes+in+order+to+secure+fuel.+He+also+referred+to+the+need+for+slow+steaming+to+reduce+fuel+consumption.+%3Cbr%3E%E3%80%80He+also+cited+uncertainty+over+alternative+fuels+for+decarbonization+as+a+challenge.+With+shipowners+being+forced+to+make+huge+investment+decisions+on+newbuilds%2C+he+pointed+out+that+it+remains+unclear+which+fuel+will+become+the+mainstream+option+for+achieving+net+zero+in+the+future.+%3Cbr%3E%E3%80%80He+further+emphasized+that+geopolitical+risks+are+an+unavoidable+challenge+for+the+shipping+industry.+He+said+that+the+situation+could+change+dramatically+due+to+the+addition+of+sanctions+targets+or+changes+in+regulations%2C+even+for+cargoes+and+transactions+deemed+lawful%2C+and+that+shipowners+may+still+face+the+risk+of+becoming+subject+to+sanctions+as+a+result+even+if+they+properly+carry+out+necessary+procedures+such+as+KYC+%28Know+Your+Customer%29%2C+underscoring+the+difficulty+of+business+operations.+%3Cbr%3E%E3%80%80Lewis+cited+the+speed+of+change+as+the+key+difference+from+the+past.+He+then+explained+that+flexibility+in+fleet+operations%2C+faster+decision-making%2C+and+the+use+of+technology+will+be+important.+He+also+emphasized+the+importance+of+ensuring+flexibility+and+maintaining+options%2C+noting+that+amid+growing+political+uncertainty+between+East+and+West%2C+including+in+U.S.-China+relations%2C+judgments+can+change+over+a+short+period+depending+on+the+situation.+%3Cbr%3E%E3%80%80Pathy+explained+that+shipping+companies%E2%80%99+strategies+are+not+necessarily+considered+within+fixed+time+frames%2C+and+may+in+some+cases+be+reviewed+on+a+monthly+basis%2C+while+in+others+maintained+over+five-year+periods.+He+said+that+while+the+fundamental+strategies+of+shipping+companies+have+not+changed+significantly%2C+the+speed+at+which+those+strategies+are+adjusted+has+increased+dramatically%2C+adding+that+the+strength+of+the+shipping+industry+lies+in+its+adaptability.+%3Cbr%3E%E3%80%80Westfal-Larsen+pointed+out+that+geopolitical+risks+had+long+existed+in+shipping%2C+particularly+in+the+tanker+sector%2C+but+that+the+current+change+reflects+their+spread+on+a+global+scale.+He+explained+that+trade+barriers+are+emerging+between+countries+and+that+shipping+is+becoming+a+means+of+exerting+diplomatic+and+security+influence+among+nations.+He+further+said+that+attacks+on+ships+continue+in+the+Red+Sea+and+that+similar+incidents+are+also+occurring+in+the+Strait+of+Hormuz%2C+expressing+the+view+that+threats+to+the+lives+of+seafarers+and+to+the+vessels+themselves+are+increasing+and+have+become+a+qualitatively+different+kind+of+risk+from+those+seen+in+the+past.+%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