日本海事新聞ニュース Japan Maritime Daily Aug 12, 2026 (Wed)

‌【Baltic Weekly Market Report】 (August 3–7): Capesize market rises to $46,000

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

　■ Capesize 　The market as a whole strengthened markedly this week, and sentiment remained firmly po ・・・ 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+as+a+whole+strengthened+markedly+this+week%2C+and+sentiment+remained+firmly+positive+throughout.+%3Cbr%3E%E3%80%80Strength+in+both+the+Pacific+and+Atlantic+basins+underpinned+the+rally%2C+pushing+the+average+rate+for+the+five+major+Capesize+routes+from+%2441%2C395+at+the+start+of+the+week+to+%2446%2C512+by+Friday%E2%80%99s+close.+Tighter+vessel+supply+and+healthy+cargo+demand+steadily+shifted+bargaining+power+in+favor+of+shipowners%2C+underpinning+higher+freight+rates+in+both+basins.+%3Cbr%3E%E3%80%80The+Pacific+was+the+main+driver+throughout+the+week.+Although+activity+from+major+resource+companies+was+relatively+subdued%2C+continued+inquiries+from+operators+and+additional+coal+cargoes+supported+sustained+increases+in+freight+rates+on+the+Western+Australia%E2%80%93China+route+%28C5%29.+The+widening+spread+between+offers+and+bids+reflected+growing+confidence+among+shipowners%2C+and+as+expectations+gradually+increased%2C+many+shipowners+resisted+lower+bids.+C5+freight+rates+rose+steadily+from+the+mid-%2414-per-ton+range+at+the+start+of+the+week+to+the+low-to-mid-%2416-per-ton+range+by+the+end+of+the+week.+%3Cbr%3E%E3%80%80Market+participants+were+also+closely+watching+the+approach+of+Typhoon+%E2%80%9CDolphin%2C%E2%80%9C+as+the+prospect+of+precautionary+restrictions+and+weather-related+disruptions+further+supported+sentiment+by+heightening+concerns+over+vessel+availability.+%3Cbr%3E%E3%80%80The+Atlantic+also+strengthened%2C+albeit+at+a+more+moderate+pace.+The+South+Brazil%2FWest+Africa-China+market+recorded+a+moderate+rise%2C+as+continued+strong+forward+September+demand+and+a+shrinking+list+of+ballasters+provided+stronger+support+for+Brazil-China+%28C3%29+route+levels.+There+were+signs+of+increased+activity+in+the+Atlantic+round+trips+as+North+Atlantic+fundamentals+improved+and+new+fronthaul+%28Atlantic-Pacific%29+inquiries+emerged%2C+although+fixture+volumes+remained+relatively+limited.+%3Cbr%3E%E3%80%80%E2%96%A0+Panamax+%2F+Kamsarmax+%3Cbr%3E%E3%80%80Freight+rates+and+the+average+rate+for+the+five+major+Panamax+routes+continued+to+rise+as+sentiment+steadily+improved+in+both+the+Atlantic+and+Pacific+during+the+week.+%3Cbr%3E%E3%80%80Tightening+prompt+open+tonnage+in+Northern+Europe+and+the+Western+Mediterranean+continued+to+support+the+Atlantic+market%2C+with+a+76%2C000-DWT+vessel+fixing+at+%2422%2C750+for+an+Atlantic+round+trip+and+an+82-type+vessel+achieving+%2435%2C000+for+a+U.S.+East+Coast-India+voyage.+Fronthaul+demand+from+the+east+coast+of+South+America+was+also+strong%2C+with+an+81-type+vessel+fixing+at+%2420%2C000+on+a+Singapore-East+Coast+India+delivery+basis.+%3Cbr%3E%E3%80%80In+the+Pacific%2C+mineral+demand+and+stable+North+Pacific+grain+exports+supported+activity%2C+with+an+82-type+vessel+achieving+%2421%2C500+for+an+Australia+round+trip+and+an+81-type+vessel+achieving+%2418%2C000+for+a+North+Pacific+round+trip.+Demand+for+Indonesian+cargoes+strengthened+as+the+week+progressed%2C+particularly+for+South+China%2C+with+a+77-type+vessel+fixing+at+%2417%2C000.+%3Cbr%3E%E3%80%80Period+charter+activity+also+became+apparent%2C+with+an+81-type+vessel+securing+%2420%2C000+for+a+short+period%2C+an+83-type+vessel+reportedly+fixing+at+the+same+level+for+one+year%2C+and+an+82-type+vessel+reportedly+agreed+at+%2419%2C500+for+two+years.+%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax+%2F+Supramax+%3Cbr%3E%E3%80%80The+market+saw+little+activity+overall+during+the+week%2C+with+the+average+for+the+11+major+routes+closing+at+roughly+the+same+level+as+the+previous+week.+In+the+Atlantic%2C+the+week+began+with+bullish+expectations%2C+including+a+rebound+in+the+North+American+market+following+several+weeks+of+declines%2C+but+the+momentum+did+not+persist+as+the+week+progressed.+%3Cbr%3E%E3%80%80Continental+Europe+and+the+Western+Mediterranean+were+subdued%2C+with+limited+new+inquiries%2C+while+the+Eastern+Mediterranean+remained+active+due+to+increased+demand+for+clinker.+In+the+South+Atlantic%2C+demand+for+August-loading+cargoes+increased+slightly%2C+but+was+not+as+strong+as+in+the+Panamax+market%2C+and+freight+rates+remained+flat.+In+the+Asian+market%2C+freight+rates+declined+gradually+as+vessel+supply+outstripped+demand%2C+compounded+by+reduced+inquiries+for+backhaul+routes+%28Pacific-Atlantic%29+and+the+North+Pacific%2C+although+expectations+remain+that+typhoon-related+disruptions+could+lead+to+higher+rates.+%3Cbr%3E%E3%80%80The+Indian+Ocean+also+showed+a+downward+trend%2C+with+two+63-type+vessels+fixed+at+%2417%2C500+for+voyages+from+India+to+China+via+South+Africa.+This+represented+a+sharp+drop+from+%2419%2C000+the+previous+week+and+%2420%2C000+two+weeks+earlier.+Period+charter+activity+was+subdued+amid+an+uncertain+spot+market+environment.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize+%3Cbr%3E%E3%80%80The+Handysize+market+remained+under+pressure+throughout+the+week%2C+with+sentiment+in+both+the+Atlantic+and+Asian+regions+ranging+from+weak+to+flat.+Limited+new+inquiries+resulted+in+generally+sluggish+cargo+activity.+Freight+rates+remained+soft+across+Continental+Europe+and+the+Mediterranean%2C+where+trading+was+limited+and+only+a+few+cement-+and+scrap-related+fixtures+were+reported.+%3Cbr%3E%E3%80%80Specifically%2C+a+37-type+vessel+was+fixed+at+%2417%2C000+for+a+scrap+shipment+from+Poland+to+the+Eastern+Mediterranean.+The+South+Atlantic+and+the+Gulf+of+Mexico+also+remained+soft%2C+weighed+down+by+weak+demand+and+excess+vessel+supply%2C+although+some+fixtures+were+concluded+as+owners+compromised+and+lowered+their+expectations.+A+33-type+vessel+that+became+available+in+Rio+Grande%2C+Brazil%2C+was+fixed+at+%2413%2C000+for+a+voyage+to+the+east+coast+of+South+America%2C+while+another+33-type+vessel%2C+ballasting+from+the+U.S.+East+Coast%2C+was+fixed+at+%2417%2C000+to+carry+scrap+to+T%C3%BCrkiye.+%3Cbr%3E%E3%80%80Activity+in+Asian+waters+was+also+sluggish%2C+and+cargo+volumes+were+broadly+flat%2C+but+an+increase+in+open+vessels+was+reported+in+Southeast+Asia+and+the+North+Pacific.+A+39-type+vessel+was+fixed+at+%2416%2C000+for+a+sugar+cargo+from+Thailand+to+Southeast+Asia.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC+%28Very+Large+Crude+Carrier%29+%3Cbr%3E%E3%80%80The+freight+rate+index+for+the+Middle+East-China+route+was+assessed+at+WS+%28Worldscale%29+475.56%2C+up+46+points+from+the+end+of+the+previous+week.+This+was+equivalent+to+%24481%2C286+on+a+time+charter+equivalent+earnings+%28TCE%29+basis.+%3Cbr%3E%E3%80%80Freight+rates+on+the+Gulf+of+Oman-China+route+rose+6.5+points+from+the+previous+week+to+WS170%2C+while+TCE+was+just+over+%24145%2C800.+%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+freight+rates+on+the+West+Africa-China+route+fell+10+points+over+the+week+to+just+below+WS140%2C+with+TCE+on+a+round+trip+basis+at+about+%24107%2C000.+%3Cbr%3E%E3%80%80Meanwhile%2C+total+freight+on+the+Gulf+of+Mexico-China+route+fell+by+about+%24878%2C000+to+%2418%2C766%2C667%2C+while+TCE+came+in+at+just+under+%24118%2C900.+%3Cbr%3E%E3%80%80%E2%96%A0+Product+carrier+%3Cbr%3E%E3%80%80The+WS+rate+for+the+LR+%28Large+Range%29+2+Middle+East-Japan+route+%28TC1%29+rose+14+points+to+522+at+the+start+of+the+week+and+has+remained+at+that+level+for+three+consecutive+days.+Meanwhile%2C+total+freight+on+the+westbound+Middle+East-Europe+route+%28TC20%29+fell+from+%249.05+million+to+%248.76+million.+In+the+European+market%2C+total+freight+for+the+Mediterranean-Far+East+route+%28TC15%29+fell+by+%24410%2C000+to+%245.43+million%2C+while+the+corresponding+round+trip+TCE+was+just+over+%2430%2C300+per+day.+%3Cbr%3E%E3%80%80In+the+Middle+East%2C+eastbound+LR1+rates+also+rose+at+the+beginning+of+the+week.+The+WS+for+the+Japan+route+%28TC5%29+rose+11+points+to+541+and+has+remained+flat+since+then.+Meanwhile%2C+the+total+freight+rate+for+the+Middle+East-Europe+route+%28TC8%29+fell+by+%24299%2C000+to+%246.95+million.+%3Cbr%3E%E3%80%80The+WS+for+the+MR+%28Medium+Range%29+Middle+East-East+Africa+route+%28TC17%29+fell+slightly+from+515+to+500%2C+with+round-trip+TCE+at+%2456%2C300+per+day.+The+European+market+was+also+softer%2C+with+the+WS+for+the+ARA+%28Amsterdam-Rotterdam-Antwerp%29-U.S.+Atlantic+Coast+route+%28TC2%29+falling+21+points+to+128.+The+current+round-trip+TCE+is+%241%2C300+per+day.+%3Cbr%3E%E3%80%80MR+rates+in+the+Gulf+of+Mexico+fell+sharply.+The+WS+for+the+Gulf+of+Mexico-Europe+route+%28TC14%29+fell+134+points+to+182%2C+while+the+current+round-trip+TCE+is+down+64%25+from+the+previous+week+at+%2414%2C000+per+day.+%3Cbr%3E%E3%80%80Total+freight+for+the+Gulf+of+Mexico-Caribbean+route+%28TC21%29+fell+by+%24448%2C000+to+%24644%2C000%2C+while+the+corresponding+TCE+stood+at+%2414%2C300+per+day.+The+Atlantic+Triangulation+Basket+TCE+fell+from+%2446%2C400+per+day+to+%2421%2C500+per+day.+%3Cbr%3E%E3%80%80The+WS+for+the+Handymax+trans-Mediterranean+route+%28TC6%29+fell+5+points+to+220%2C+while+the+TCE+was+%2424%2C700+per+day.+The+WS+for+the+UK-Continental+Europe+route+%28TC23%29+remained+flat+at+around+235.+%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%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【バルチックWeekly市況リポート】(8月3―7日)ケープ市況、4.6万ドルに上昇

2026/08/12(水)

日本海事新聞 JMD

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