日本海事新聞ニュース Japan Maritime Daily Jul 24, 2026 (Fri)

According to Veson, VLCC orders from January to June increased tenfold from the same period last year

　According to a first-half 2026 report released on July 22 by Veson Nautical, a major U.S. provider ・・・ 続きはログインして下さいnext %E3%80%80According+to+a+first-half+2026+report+released+on+July+22+by+Veson+Nautical%2C+a+major+U.S.+provider+of+vessel+management+systems%2C+global+newbuilding+orders+for+VLCCs+%28Very+Large+Crude+Carriers%29+totaled+183+vessels+from+January+to+June%2C+surging+more+than+tenfold+from+18+vessels+in+the+same+period+last+year.+Longer+crude+oil+trading+distances+caused+by+the+closure+of+the+Strait+of+Hormuz+in+the+Middle+East%2C+along+with+tight+vessel+supply+and+demand%2C+boosted+shipowners%E2%80%99+investment.+As+a+result+of+the+surge+in+orders%2C+the+ratio+of+newbuilding+order+backlog+to+the+existing+VLCC+fleet+rose+sharply+to+33%25+from+12%25+a+year+earlier%2C+prompting+growing+concern+about+an+easing+of+the+supply-demand+balance+in+the+future.+%3Cbr%3E%E3%80%80In+the+VLCC+market+early+this+year%2C+South+Korean+shipping+company+Sinokor+acquired+67+VLCCs+in+rapid+succession%2C+mainly+secondhand+vessels.+Sinokor%2C+in+partnership+with+MSC%2C+the+world%E2%80%99s+largest+container+shipping+company%2C+spearheaded+a+revival+in+crude+oil+tanker+investment%2C+with+other+South+Korean+shipping+companies+and+Greek+shipowners+following+suit.+%3Cbr%3E%E3%80%80As+a+result%2C+secondhand+vessel+prices+surged%2C+and+Greek+shipowners+and+others+used+the+ample+cash+obtained+from+vessel+sales+to+reinvest+in+newbuilds.+They+accelerated+orders+to+Chinese+shipyards.+%3Cbr%3E%E3%80%80Furthermore%2C+the+de+facto+closure+of+the+Strait+of+Hormuz+since+the+end+of+February+increased+long-haul+trades%2C+such+as+the+Gulf+of+Mexico-Asia+routes%2C+tightening+VLCC+supply+and+demand.+This+further+strengthened+shipowners%E2%80%99+confidence+in+investing+in+newbuilds.+%3Cbr%3E%E3%80%80%E2%96%A0+China%E2%80%99s+Small+Passenger+Car+Exports+%3Cbr%3E%E3%80%80Among+vessel+types+other+than+VLCCs%2C+PCTCs+saw+particularly+active+newbuilding+orders%2C+surging+to+29+PCTCs+from+two+in+the+same+period+last+year.+Growth+in+China%E2%80%99s+small+passenger+car+exports+%28up+63%25+from+the+same+period+last+year+from+January+to+May%29+drove+demand%2C+and+PCTC+freight+rates+and+asset+values+rose+sharply.+%3Cbr%3E%E3%80%80Newbuilding+orders+for+LPG+%28liquefied+petroleum+gas%29+carriers+increased+to+67+vessels+%2826+in+the+same+period+last+year%29%2C+while+those+for+LNG+%28liquefied+natural+gas%29+carriers+rose+to+90+vessels+%2836+in+the+same+period+last+year%29.+Capesize+bulkers+also+reached+their+highest+level+in+the+past+five+years%2C+at+76+vessels.+%3Cbr%3E%E3%80%80%E2%96%A0+Panama+Secondhand+Vessel+Market+Softens+%3Cbr%3E%E3%80%80Secondhand+bulker+transactions+remained+at+a+high+level+in+the+January-June+period%2C+totaling+563%2C+although+they+were+down+6%25+from+the+same+period+last+year.+%3Cbr%3E%E3%80%80In+particular%2C+secondhand+Supramax+vessel+prices+surged%2C+with+10-year-old+vessels+up+23%25+and+five-year-old+vessels+up+19%25.+Capesize+vessels+also+saw+substantial+price+increases+among+older+ships%2C+with+15-year-old+vessels+rising+15%25.+Meanwhile%2C+only+Panamax+newbuilding+sale+prices+softened%2C+falling+4%25%2C+apparently+due+to+a+%E2%80%9Cmodest+short-term+earnings+outlook%E2%80%9C+%28Veson%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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ベソン集計、VL発注 上期10倍に拡大。183隻。中東危機で運賃高騰

2026/07/24(金)

日本海事新聞 JMD

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