Japan backs crude diversification beyond Hormuz, boosting VLCC demand 日本政府、原油「脱ホルムズ」へ輸送費支援

Grants to support diversified crude sourcing, with measures to maintain marine insurance and finance transport projects
調達先多角化に交付金、船舶保険の維持や輸送事業への出資も支援
The Japanese government approved three draft bills on October 13, including legislation to support the additional costs of diversifying crude oil supply sources and transport routes to reduce dependence on the Strait of Hormuz. The measures aim to encourage oil refiners and other companies to source crude from the US, Africa and other regions by easing the burden of higher transport costs.
■The full article covers the following topics (approximately 2,000 Japanese characters):
→ Japan moves to establish a legal framework to reduce reliance on Hormuz. How will grants for additional transport costs affect the tanker market?
→ Increased crude oil imports from the US and West Africa could create new opportunities for VLCC operators as tonne-mile demand grows.
→ Who will bear the additional costs of alternative transport routes? How will the grant scheme affect oil refiners and shipping companies?
→ Japan moves to address restrictions on reinsurance underwriting. Will support also extend to foreign-flagged vessels operated by Japanese shipping companies?
→ JOGMEC to provide equity investment and debt guarantees for crude oil transport projects. Will new investment opportunities emerge for Japanese shipowners?
Photo courtesy of the Prime Minister’s Office of Japan and iStock
(Please read the full article in the paid edition, available in English and Japanese. The Japanese version follows the English article.)

日本政府、原油「脱ホルムズ」へ輸送費支援 VLCCの長距離輸送需要拡大も
調達先多角化に交付金、船舶保険の維持や輸送事業への出資も支援
日本政府は10月13日、ホルムズ海峡への依存を減らすため、原油の調達先や輸送経路の多角化に伴う追加費用を支援する法案など3法案を閣議決定した。石油元売り会社などによる米国やアフリカなどからの原油調達を促し、追加輸送費の負担軽減を図る。
■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)
→ 政府が原油の「脱ホルムズ」を制度化へ。追加輸送費への交付金はタンカー市場をどう変えるのか。
→ 米国・西アフリカからの原油調達が拡大すれば、VLCCのトンマイル需要に新たな商機が生まれる。
→ 迂回輸送の追加コストは誰が負担するのか。交付金制度が石油元売りと海運会社に与える影響。
→ 再保険の引受け制限に政府が対応。日本の海運会社が運航する外国籍船にも支援は及ぶのか。
→ JOGMECが原油輸送事業への出資・債務保証へ。日本船主の新たな投資機会は広がるのか。
(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)