US Companies Sign $60bn Iraq Agreements　米企業、イラクに600億ドル規模の包括合意

Could New Export Corridors Reshape Japan’s Crude Oil Shipping Routes?

Alternative Pipeline Plans to Bypass the Strait of Hormuz Gather Momentum

日本の原油輸送ルート変えるか　ホルムズ海峡迂回パイプライン構想始

　US companies and the Iraqi government signed agreements and memorandums of understanding worth approximately US$60bn on 17 July, covering sectors including energy, infrastructure, telecommunications and healthcare.

　Although the projects are expected to take time to materialise, they could also have implications for Japan, which relies on the Middle East for 95.9% of its crude oil imports, potentially affecting future crude procurement routes and tanker transportation.

■The full article covers the following topics (approximately 2,000 words)

→ A comprehensive overview of the approximately US$60bn agreements between US companies and Iraq, and their implications for Japan

→ A detailed examination, with infographic, of two proposed crude oil export routes bypassing the Strait of Hormuz

→ Analysis of whether Japan’s crude oil shipping routes could change, based on the country’s 95.9% dependence on Middle Eastern crude

→ An assessment of the potential implications not only for VLCCs but also for the wider tanker market and Japanese shipping interests

→ Reporter’s View: From “Hormuz dependence” to a more diversified transport network – an assessment from both the shipping and energy perspectives

Image Source: Created by Maritime Bridge Japan based on reporting by AP, Reuters and Asharq Bloomberg, together with public information released by the U.S. Department of State, the Office of the Prime Minister of Iraq, the Iraqi Ministry of Oil and company disclosures.

(Please read the remainder of the article in the paid edition, published in both English and Japanese. The Japanese version follows the English article.)

米企業、イラクに600億ドル規模の包括合意

日本の原油輸送ルート変えるか　ホルムズ海峡迂回パイプライン構想始動

　米国企業とイラク政府は7月17日、エネルギー、インフラ、通信、医療などを対象とする総額約600億ドル規模の合意・覚書を締結した。

　実現には時間を要するとみられるが、中東からの原油輸入の95.9％を同地域に依存する日本にとっても、原油調達ルートやタンカー輸送の将来に影響を及ぼす可能性がある。

■記事本文では以下の内容を読むことができます（記事全文約2,000文字）

→ 米企業とイラクによる約600億ドル規模の合意の全容と、日本への影響を整理

→ ホルムズ海峡を迂回する2つの原油輸出ルート構想を図解付きで詳報

→ 日本の原油輸送ルートは変わるのか、中東依存95.9％を踏まえて分析

→ VLCCだけではない、タンカー市場や日本関係船への影響を読み解く

→ 「ホルムズ依存」から輸送ネットワーク多様化へ――編集部が海運・エネルギー両面から考察

イメージ画像：AP通信、Reuters、Asharq Bloomberg、米国務省、イラク首相府、イラク石油省、各社公表資料を基にMaritime Bridge Japan作成

（続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています）