Car Carrier Rates Rebound, Short-Term Fixtures Reach $90,000 a Day 自動車船用船料、再び上昇局面、短期契約9万ドル台

China Export Surge Lifts One-Year Charter Rates 45%
中国輸出急増で1年用船料45%高
Charter rates in the global pure car and truck carrier (PCTC) market have entered an upward phase once again.
As Chinese vehicle manufacturers continue to expand finished vehicle exports at a pace exceeding market expectations, Clarksons Research has recorded six-month charter fixtures at around $90,000 per day in the short-term charter market. The market is increasingly pricing in a tightening supply of available tonnage.
■The full article (approximately 2,000 words) covers the following topics:
→ Why one-year PCTC charter rates have risen by about 45% since the beginning of the year amid the sharp increase in Chinese finished vehicle exports
→ What is happening in the PCTC market, including six-month fixtures at around $90,000 per day
→ Why around 2 million vehicles are expected to be transported by container ships as PCTC capacity tightens, and how the market structure is changing
→ What the changing market environment means for the combined fleet of 342 car carriers operated by NYK, MOL and K Line
→ How long the shortage of PCTC capacity may persist, with an outlook based on newbuilding orders and changes in transport distances
(Read the full premium edition in both English and Japanese for the complete article. The Japanese version follows the English article.)

自動車船用船料、再び上昇局面、短期契約9万ドル台
中国輸出急増で1年用船料45%高
世界の自動車専用船(PCTC)市場で用船料が再び上昇局面に入っている。
中国メーカーの完成車輸出が市場予想を上回るペースで拡大するなか、Clarksons Researchが把握する短期用船市場では期間6か月間で1日当たり約9万ドル前後の成約もみられ、市場では船腹不足を織り込む動きが強まっている。
■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)
→ 中国完成車輸出の急増で、自動車船の1年用船料が年初から約45%上昇、その背景を分析
→ 短期契約では日建て約9万ドルの成約も、自動車船市場で何が起きているのか
→ 専用船不足で約200万台がコンテナ船輸送へ、市場構造に生じた変化とは
→ 日本郵船、商船三井、川崎汽船の342隻船隊にとって、市況変化は何を意味するのか
→ 船腹不足はいつまで続くのか、発注動向や輸送距離の変化から今後の市場を展望
(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)
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