Why VLCC Tenders for China and India Still Fail Despite Ceasefire　停戦合意でも中国・インド向けVLCC入札不調の理由とは

Shipowners Seek Higher Freight Rates as Tender Failures Continue

船主の用船料の提示額が高騰

According to Reuters, China’s state-owned oil major PetroChina and India’s state-owned oil company IOC (Indian Oil Corporation) are struggling to secure VLCCs (Very Large Crude Carriers) for Iraqi crude oil shipments. The developments are seen as evidence that freight rates have yet to fall to levels acceptable to charterers (oil companies and cargo owners), even though the Strait of Hormuz has reopened.

■The Full Article Covers the Following Topics (Approx. 2,000 Words)

→ Why China and India continue to face difficulties securing VLCCs even after the reopening of the Strait of Hormuz

→ Changes emerging in the tanker chartering market as illustrated by the cases of PetroChina and IOC

→ What operational and deployment uncertainties remain despite the ceasefire agreement

→ An analysis of the impact of disruptions to Middle East crude oil transportation on VLCC supply and demand

→ The next key focus following the reopening of the Strait of Hormuz: shipowners’ deployment decisions and the conditions required for market normalisation

(Please read the remainder of the article in the paid version available in both English and Japanese. The Japanese article is published below the English version.)

停戦合意でも中国・インド向けVLCC入札不調の理由とは

船主の用船料の提示額が高騰

　ロイター通信によると、中国国営石油大手ペトロチャイナやインド国営石油会社IOC（Indian Oil Corporation）がイラク産原油輸送向けVLCC（超大型原油タンカー）の確保に苦戦していることが明らかになった。ホルムズ海峡が再開したとはいえ、用船者（石油会社＝荷主）側が受け入れ可能な水準まで用船料が下がっていないことを示す事例とみられている

■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）

→ ホルムズ海峡再開後も中国・インドがVLCC確保に苦戦している背景

→ ペトロチャイナとIOCの事例から見える用船市場の変化

→ 停戦合意後も残る運航・配船上の不確実性とは何か

→ 中東原油輸送の停滞がVLCC需給に与える影響を分析

→ 海峡再開後の次の焦点となる船主の配船判断と市場正常化の条件

（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）