Capesize Rates Surge Past $30,000 Amid Middle East Turmoil ケープサイズ市況3万ドル台に急騰、中東有事で配船に偏り

Capesize Rates Surge Past $30,000 Amid Middle East Turmoil
Brazil-China Route Drives Ongoing Rally

ケープサイズ市況3万ドル台に急騰、中東有事で配船に偏り

ブラジル・中国航路主導の上昇基調続く

Freight rates for large dry bulk carriers (Capesizes) continue to firm, driven by geopolitical tensions in the Middle East. As Israeli airstrikes on Iranian targets and retaliatory actions cast a shadow over the stability of energy transport routes, risk aversion in vessel deployment is intensifying. This has led to a concentration of supply and demand on routes originating in the North Atlantic and East Coast South America. The Baltic Exchange’s Capesize Index (BCI) has jumped by nearly $6,000 from the previous week, soaring to $30,866 per day as of 13 June.

Key Points from the Article:

1. Vessel deployment is increasingly skewed towards North Atlantic and East Coast South America routes, as operators adopt a risk-averse stance amid rising geopolitical instability. This has led to a concentration of supply and demand in these lanes, tightening the market.
2. Shifts in vessel routing prompted by increased insurance premiums and war risk aversion are beginning to impact the dry bulk segment as well, with spot rates rising even for routes not directly passing through conflict zones such as the Strait of Hormuz.

Please read the full article for more details.

Photo courtesy ＝iStock

Data courtesy ＝ Baltic Exchange

ケープサイズ市況3万ドル台に急騰、中東有事で配船に偏り

ブラジル・中国航路主導の上昇基調続く

大型バルク船（ケープサイズ）の市況が強含みの展開を続けている。イスラエルによるイラン国内への空爆と報復措置がエネルギー輸送ルートの安定性に影を落とすなか、配船リスクの回避姿勢が広がり、北大西洋と南米東岸を起点とする航路に需給が集中している。バルチック海運取引所（Baltic Exchange）のケープサイズ指数（BCI）は前週比で6,000ドル近く上昇し、６月１３日時点で１日当たり30866ドルに急騰している。

この記事のポイント

→配船リスクの回避姿勢が広がり、北大西洋と南米東岸を起点とする航路に需給が集中している。

→保険料や戦争リスク回避に基づく配船変更の影響がドライ市況にも波及している。

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