Global Car Carrier Orderbook Expands Beyond 142 Vessels　世界の自動車船、発注残142隻からさらに拡大

82 New Orders Placed in January-September 2026, MSC Subsidiary Orders 26 Ships as Concerns Grow Over Vessel Supply and Demand

26年１－９月に新規発注82隻、MSC傘下26隻で船腹需給に懸念も

　Newbuilding orders are accelerating once again in the global pure car and truck carrier (PCTC) market. The worldwide orderbook stood at 142 vessels at the end of 2025, with a further 82 new vessels ordered between January and September 2026.

　Japan’s three major shipping companies are maintaining stable transport services while managing high charter rates and fuel costs to ensure that they fulfil their transport contracts with car manufacturers. With a large number of newbuildings scheduled for delivery, are vessel supply and demand and the industry’s earnings structure approaching a turning point?

■The Full Article Covers the Following Topics (Approximately 2,000 Japanese Characters)

→ Global car carrier orderbook stood at 142 vessels, with 82 new orders signalling a turning point in vessel supply and demand

→ MSC subsidiary orders 26 vessels, while Grimaldi plans to build 10 large car carriers

→ High charter rates and fuel costs: the responsibility borne by Japan’s three major shipping companies to fulfil their transport commitments to customers

→ Large-scale newbuilding deliveries from 2028 onwards: how will the supply-demand balance in the PCTC market change?

→ Shipowners’ expanding investment and the commitment of Japan’s three major shipping companies to stable transport services: differing business structures that shape profitability

Photo courtesy of Global Car Carriers, Grimaldi, iStock

(The remainder of this article is available in the paid edition, published in both English and Japanese. The Japanese-language article follows the English-language version.)

世界の自動車船、発注残142隻からさらに拡大

26年１－９月に新規発注82隻、MSC傘下26隻で船腹需給に懸念も

　世界の自動車運搬船（PCTC）市場で新造船発注が再び加速している。2025年末の世界の発注残は142隻に達し、2026年1～9月には新たに82隻が発注された。

日本の海運大手3社は、自動車メーカーとの輸送契約を確実に履行するため、高い用船料や燃料費に対応しながら安定輸送を維持している。新造船の大量竣工が見込まれる中、船腹需給と収益構造は転換期を迎えつつあるのだろうか。

■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）

→ 世界の自動車船発注残142隻、新規発注82隻で船腹需給に転機

→ MSC傘下が26隻を発注、グリマルディも大型船10隻の建造を計画

→ 高い用船料と燃料費、日本の海運3社が背負う荷主への輸送責任

→ 2028年以降の新造船大量竣工、PCTC市場の需給構造はどう変わるか

→ 船主の投資拡大と日本の海運3社の安定輸送、収益を左右する構造の違い

Photo courtesy of Global Car Carriers, Grimaldi, iStock

（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）