NYK forecasts a 1.6% annual decline in iron ore trade through 2035／日本郵船、2035年の鉄鉱石荷動き年平均1.6%減を予測

LNG trade set to grow 3.7% annually, while VLCC fleet capacity is forecast to rise by 6.6% in 2027

LNGは同3.7%増、VLCC船腹供給は2027年に6.6%増

NYK held an online briefing for the media on 11 November entitled “2026 Outlook for the Dry-Bulk and Tanker Shipping Markets: Outlook for Seaborne Trade and Vessel Supply and Demand”. The company’s Research Group presented its forecasts for seaborne trade in major commodities through to 2035 and vessel supply and demand through to 2029.

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

→NYK forecasts shipping demand through to 2035, revealing contrasting growth prospects for iron ore and LNG.

→China’s iron ore imports set to fall sharply, as India’s rapid growth and rising Guinean supply reshape trade patterns.

→Coal shipments forecast to decline, while rising grain and minor bulk volumes support new transport demand.

→LNG trade forecast to grow 3.7% annually, with expanding North American and Middle Eastern exports driving longer-haul shipments.

→VLCC fleet capacity forecast to rise by 6.6% in 2027, raising questions about the impact of successive newbuilding deliveries on vessel supply and demand.

(Continue reading the full article in the paid edition, available in English and Japanese. The Japanese-language article follows the English version.)

日本郵船、2035年の鉄鉱石荷動き年平均1.6%減を予測

LNGは同3.7%増、VLCC船腹供給は2027年に6.6%増

　日本郵船（NYK）は11月11日、報道関係者向けに「2026 Outlook for the Dry-Bulk and Tanker Shipping Markets 海上荷動きと船腹需給の見通し」のオンライン説明会を開催した。同社調査グループは2035年までの主要貨物の海上荷動きと、2029年までの船腹需給の見通しを説明した。

■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）

→日本郵船が2035年の海運需要を予測、鉄鉱石とLNGで鮮明になる成長の明暗

→中国の鉄鉱石輸入が大幅減、インドの急成長とギニア産拡大が変える輸送構造

→石炭輸送が縮小する一方、穀物とマイナーバルクの増加が支える新たな需要

→LNG荷動きは年平均3.7%増、北米・中東の輸出拡大で長距離輸送が加速

→VLCC船腹供給は2027年に6.6%増、相次ぐ新造船竣工が需給に与える影響

（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）