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日本海事新聞ニュース Japan Maritime Daily Jul 08, 2026 (Wed)

‌【 Baltic Weekly Market Report 】 (June 29–July 3) Increase in VL on subjects amid easing Middle East tensions

Trend in the BDI (Baltic Dry Index, 1985=1000)
　■ Capesize 　The market showed a remarkable recovery this week. Reversing Monday’s subdued sentiment ・・・ %E3%80%80%E2%96%A0+Capesize+%3Cbr%3E%E3%80%80The+market+showed+a+remarkable+recovery+this+week.+Reversing+Monday%E2%80%99s+subdued+sentiment%2C+the+week+ended+on+a+strong+bullish+note.+%3Cbr%3E%E3%80%80Cargo+volumes+were+low+at+the+start+of+the+week%2C+trading+was+cautious%2C+and+participation+by+major+resource+companies+also+remained+subdued.+Activity+then+improved+in+both+the+Pacific+and+Atlantic+basins.+As+shipowners%E2%80%99+confidence+grew%2C+the+market+gradually+turned+into+a+broad-based+rally.+%3Cbr%3E%E3%80%80In+the+Pacific%2C+the+return+of+resource+majors+to+the+market+was+the+driving+force+behind+the+shift+in+market+momentum.+While+trading+remained+range-bound+in+the+first+half+of+the+week%2C+increased+cargo+inquiries+and+greater+participation+by+operators+steadily+pushed+freight+rates+on+the+Western+Australia%E2%80%93China+%28C5%29+route+up+from+the+low+%2410-per-ton+range.+As+the+week+progressed%2C+fixtures+were+reported+one+after+another%2C+and+freight+rates+rose+in+stages+to+reach+around+%2412.30+by+the+end+of+the+week.+%3Cbr%3E%E3%80%80The+Atlantic+basin+also+gained+momentum%2C+with+markets+in+southern+Brazil+and+West+Africa+tightening+steadily.+Freight+rates+on+the+Brazil%E2%80%93China+route+%28C3%29+were+in+the+upper+%2427+range%2C+with+some+fixtures+concluded+at+levels+exceeding+%2430.+As+charterers+competed+for+available+tonnage+they+could+secure%2C+shipowners+grew+more+confident+and+raised+their+offers.+The+market+for+forward+laycans+%28arrival+dates%29+was+firm%2C+raising+expectations+that+it+would+continue+to+strengthen.+%3Cbr%3E%E3%80%80Although+activity+in+the+North+Atlantic+remained+relatively+selective%2C+sentiment+improved+as+demand+picked+up+for+both+the+Atlantic+round-trip+route+and+the+fronthaul+%28Atlantic-Pacific+route%29.+The+average+spot+charter+rate+across+the+five+main+routes+rose+by+just+over+%245%2C000+in+a+week%2C+closing+at+%2437%2C181+per+day.+%3Cbr%3E%E3%80%80%E2%96%A0+Kamsarmax+%3Cbr%3E%E3%80%80Supply+and+demand+tightened+throughout+the+week+in+both+the+Atlantic+and+Pacific+basins%2C+and+the+average+rate+across+the+five+main+routes+rose+steadily.+%3Cbr%3E%E3%80%80In+the+Atlantic+basin%2C+freight+rates+were+supported+by+tight+prompt+tonnage+in+northern+continental+Europe+and+the+western+Mediterranean.+An+82%2C000-DWT+vessel+carrying+grain+on+the+Atlantic+round-trip+route+was+fixed+at+%2422%2C750+per+day.+In+the+first+half+of+the+week%2C+a+78%2C000-DWT+vessel+from+the+U.S.+East+Coast+to+India+was+fixed+at+%2428%2C750+per+day.+The+market+on+the+East+Coast+South+America-Far+East+route+was+polarized%2C+with+July-loading+cargoes+commanding+a+premium+over+August-loading+cargoes.+%3Cbr%3E%E3%80%80A+Type+76%2C+which+became+open+on+the+west+coast+of+India+on+June+22%2C+was+fixed+at+about+%2421%2C500%2C+while+a+Type+75%2C+which+became+open+in+Malaysia+on+June+30%2C+was+fixed+at+%2420%2C000.+%3Cbr%3E%E3%80%80In+the+Pacific%2C+improving+demand+from+Australia+and+the+North+Pacific%2C+combined+with+tighter+vessel+supply%2C+supported+sentiment.+A+Type+81+on+the+North+Pacific+round-trip+route+fetched+%2416%2C000%2C+while+a+Type+76+from+eastern+Australia+to+China+was+fixed+at+%2415%2C500.+%3Cbr%3E%E3%80%80Period+charter+fixtures+were+limited.+A+Type+81+was+fixed+for+a+period+of+six+to+nine+months%2C+while+a+Type+82+was+fixed+for+two+to+three+voyages%2C+both+at+%2419%2C750++%3Cbr%3E%E3%80%80%E2%96%A0+Supramax+%3Cbr%3E%E3%80%80The+Atlantic+market+this+week+shifted+from+a+flat+trend+to+a+position-driven+market%2C+with+chartering+activity+diverging+by+region.+%3Cbr%3E%E3%80%80The+North+Atlantic+was+supported+by+fresh+Atlantic+round+trip+demand+and+improved+inquiry+from+the+Gulf+of+Mexico%2C+while+vessel+supply+was+largely+unchanged.+%3Cbr%3E%E3%80%80Ultramax+rates+on+the+Gulf+of+Mexico%E2%80%93Singapore%2FJapan+route+were+negotiated+mostly+in+the+low+%2430%2C000s%2C+while+demand+for+Atlantic+round+trips+loading+from+the+Gulf+of+Mexico+also+supported+the+market.+%3Cbr%3E%E3%80%80The+Continent+and+Mediterranean+markets+were+mixed%2C+with+the+Mediterranean+supported+by+backhaul+demand+and+Red+Sea-related+inquiries%2C+while+the+Continent+lacked+momentum+in+scrap+cargo+demand.+%3Cbr%3E%E3%80%80Fundamentals+in+the+South+Atlantic+remained+balanced+as+cargoes+and+tonnage+were+steadily+absorbed%2C+but+the+gap+between+bids+and+offers+for+forward+loading+dates+persisted.+%3Cbr%3E%E3%80%80The+Pacific+market+remained+quiet+overall.+Sentiment+in+the+Far+East+remained+firm%2C+supported+by+steady+backhaul+%28Pacific-Atlantic%29+and+North+Pacific+demand.+Meanwhile%2C+Southeast+Asia+was+weighed+down+by+increased+vessel+supply+and+sluggish+chartering+activity+for+Indonesian+coal.+%3Cbr%3E%E3%80%80Inquiries+for+period+charters+were+limited%2C+and+fixture+levels+were+generally+unchanged.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize+%3Cbr%3E%E3%80%80The+market+was+generally+stable+during+the+week+despite+mixed+signals%2C+with+sentiment+largely+driven+by+positional+dynamics+in+both+regions.+%3Cbr%3E%E3%80%80Continental+Europe+and+the+Mediterranean+were+broadly+balanced%2C+with+freight+rates+maintained+near+previous+levels+amid+limited+new+activity.+%3Cbr%3E%E3%80%80In+the+Atlantic%2C+the+Gulf+of+Mexico+continued+to+provide+support%2C+underpinned+by+healthy+chartering+activity+and+several+fixtures+concluded+at+market+levels.+A+Type+38+was+reportedly+conditionally+agreed+at+%2420%2C000+for+a+trip+from+U.S.+Southwest+Pass+to+East+Coast+Mexico.+%3Cbr%3E%E3%80%80Meanwhile%2C+the+South+Atlantic+gradually+lost+momentum+as+cargo+volumes+declined+and+vessel+supply+increased.+%3Cbr%3E%E3%80%80Asia+started+the+week+on+a+slightly+positive+note%2C+but+sentiment+softened+as+the+week+progressed+as+increasing+prompt+open+tonnage+and+declining+cargo+volumes+put+pressure+on+freight+rates.+A+Type+40+free+in+Busan%2C+South+Korea%2C+on+July+5-6+was+conditionally+agreed+at+%2417%2C500+for+a+voyage+to+Southeast+Asia.+%3Cbr%3E%E3%80%80Period+charter+activity+also+emerged%2C+with+a+40%2C000-DWT+vessel+reportedly+fixed+for+12+months+at+%2416%2C500.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC+%28Very+Large+Crude+Carrier%29+%3Cbr%3E%E3%80%80Tensions+in+the+Middle+East+appear+to+be+easing%2C+and+it+is+reported+that+more+than+10+vessels+have+gone+on+subjects+in+recent+days+to+transit+the+Strait+of+Hormuz+and+handle+cargoes+in+the+Persian+Gulf.+%3Cbr%3E%E3%80%80The+freight+index+for+the+Middle+East-China+route+was+assessed+at+WS+%28Worldscale%29+293.89%2C+about+1+point+lower+than+the+previous+weekend%2C+equivalent+to+nearly+%24286%2C500+in+time-charter+equivalent+earnings+%28TCE%29+per+day.+%3Cbr%3E%E3%80%80On+the+2nd%2C+the+Gulf+of+Oman-China+route+was+assessed+at+WS155%2C+down+19+points+from+the+previous+weekend.+%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+the+freight+index+for+the+West+Africa-China+route+fell+30+points+to+WS148.5%2C+with+round-trip+TCE+at+%24123%2C328+per+day.+%3Cbr%3E%E3%80%80Meanwhile%2C+total+freight+on+the+Gulf+of+Mexico-China+route+fell+by+%242%2C736%2C111+to+%2417%2C680%2C556%2C+with+TCE+at+just+over+%24116%2C200+per+day.+%3Cbr%3E%E3%80%80%E2%96%A0+Product+carrier+%3Cbr%3E%E3%80%80WS+on+the+LR+%28Large+Range%29+2+Middle+East-Japan+route+%28TC1%29+fell+sharply%2C+down+143+points+to+361.+The+westbound+market+was+similar%2C+with+total+freight+on+the+Middle+East-Europe+route+%28TC20%29+falling+from+%249.75+million+to+%248.27+million.+In+the+European+market%2C+total+freight+on+the+Mediterranean-Far+East+route+%28TC15%29+was+flat+at+around+%244.33+million-%244.32+million%2C+while+the+corresponding+round-trip+TCE+was+just+over+%2420%2C900+per+day.+%3Cbr%3E%E3%80%80The+LR1+also+fell+sharply+in+the+Middle+East.+WS+on+the+Middle+East-Japan+route+%28TC5%29+fell+166+points+to+355%2C+while+total+freight+on+the+Middle+East-Europe+route+%28TC8%29+fell+by+%241.26+million+to+%246.82+million.+%3Cbr%3E%E3%80%80WS+on+the+MR+%28Medium+Range%29+Middle+East-East+Africa+route+%28TC17%29+fell+from+540+to+515%2C+and+round-trip+TCE+came+to+%2461%2C035+per+day.+European+MR+rates+edged+up%2C+with+the+latest+WS+on+the+ARA+%28Amsterdam-Rotterdam-Antwerp%29-U.S.+Atlantic+Coast+route+%28TC2%29+up+8+points+to+129+and+round-trip+TCE+at+%244%2C279+per+day.+%3Cbr%3E%E3%80%80The+Gulf+of+Mexico+MR+market+surged.+WS+on+the+Gulf+of+Mexico%E2%80%93Europe+route+%28TC14%29+rose+90+points+to+237%2C+and+round-trip+TCE+was+%2427%2C307+per+day%2C+up+180%25+from+the+previous+week.+Total+freight+on+the+Gulf+of+Mexico-Caribbean+route+%28TC21%29+rose+101%25+to+%241.21+million%2C+while+TCE+came+to+%2449%2C233+per+day.+The+Atlantic+Triangulation+Basket+TCE+rose+from+%2418%2C109+per+day+to+%2434%2C496+per+day.+%3Cbr%3E%E3%80%80WS+on+the+Handymax+trans-Mediterranean+route+%28TC6%29+was+flat+in+the+upper+160s.+WS+on+the+UK-Continent+route+%28TC23%29+edged+down%2C+with+the+latest+WS+down+4.45+points+to+178+and+round-trip+TCE+at+%2411%2C999+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

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【バルチックWeekly市況リポート】(6月29日―7月3日)中東緊張緩和でVL成約内定増
2026/07/08(水)
日本海事新聞 JMD


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