MBJ Report  Greek Shipowners Press Ahead Orders Despite Rising Prices  MBJリポート ギリシャ船主 船価高騰でも積極発注

Seen as a Move of ‘Foresight’ Amid Japan’s Labour Shortages

MBJリポート　ギリシャ船主、船価高騰でも積極発注　日本造船所のワーカー不足、「先見の明」との見方も

Greek shipowners have, since last year, been pressing ahead with newbuilding orders at Japanese yards as well as with second-hand acquisitions.

Key Points of the Article

→ In the past, when newbuilding or second-hand prices surged, Greek shipowners tended to adopt a ‘wait-and-see’ stance, while it was often Japanese owners and major operators such as NYK, MOL and K Line who engaged in what critics called ‘buying at the top’.

→ Behind the current rush of Greek newbuilding orders at Japanese shipyards lies the shortage of berth space and expectations of a future shortfall in the Japanese yards’ workforce. This has given rise to the view that “there is a sense of crisis that procuring bulk carriers and other tonnage from Japanese yards will become increasingly difficult” (trading house shipping division). Some observers see this as an act of foresight on the part of Greek owners.

“You can read the rest of the article in both English and Japanese.”

MBJリポート　ギリシャ船主、船価高騰でも積極発注　日本造船所のワーカー不足、「先見の明」との見方も

　ギリシャ船主が昨年以降、新造船の日本造船所への発注や中古船の購入を積極的に進めている。

この記事のポイント

→過去、ギリシャ船主は新造船や中古船の高騰局面では「様子見」に入り、むしろ日本船主や海運大手が新造船を「高値掴み」する傾向が高かった。

→ギリシャ船主の日本造船所への新造発注ラッシュの背景には、ひっ迫している日本造船所の船台、今後の日本造船所の労働力不足などを見越し、「今後、日本の造船所からバルクキャリアなどの調達が難しくなるという危機感があるのではないか」（商社船舶部）との見方も浮上している。

“You can read the rest of the article in both English and Japanese.”（続きは英語と日本語で書かれた本文でお読みください）