MBJ’s ‘Five-minute read’: shipping markets in the first week of August 　MBJの「5分で読める」8月第1週の海運市況

Capesize at $42,000, VLCCs above $110,000 and VLGCs at $160,000 as markets diverge sharply by vessel type

ケープ4.2万ドル、VLCC11万ドル台、VLGC16万ドル―船種で鮮明な温度差

　A look across shipping markets in the first week of August shows a markedly different picture depending on vessel type.

■The full article covers the following points (approximately 2,000 Japanese characters)

→ The Capesize 5TC Average remains at an elevated level of $42,313 per day, with the Panamax 5TC Average at $20,473 per day

→ One-year VLCC charter rates remain above $110,000 per day, while risks surrounding the Strait of Hormuz widen rate differentials between routes

→ A Sinokor Maritime VLCC fixes a Middle East Gulf voyage at about $500,000 per day, an exceptional deal reflecting shipowners’ “risk appetite”

→ VLGC earnings on the Houston-China route reach about $160,000 per day, with Middle East LPG supply constraints and longer-haul US-Asia trades supporting the market

→ Atlantic LNG carrier spot rates fall to $51,750 per day, with newbuilding supply weighing on the market in contrast to VLGCs

　(The full article is available to subscribers in English and Japanese. The Japanese version follows the English article.)

MBJの「5分で読める」8月第1週の海運市況

ケープ4.2万ドル、VLCC11万ドル台、VLGC16万ドル―船種で鮮明な温度差

　8月第1週の海運市況を俯瞰すると、同じ海運市場でも船種によって見えている景色は大きく異なる。

■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）

→ Capesizeの用船料は日額42,313ドル、Panamaxも20,473ドルと、ドライ市況は高値圏を維持

→ VLCCの1年物用船料は11万ドル台、ホルムズ海峡を巡るリスクが航路ごとの価格差を拡大

→ Sinokor MaritimeのVLCCが中東湾航海で日額約50万ドル、船主の「リスク許容度」を映す異例の成約

→ VLGCのHouston―China航路は日額約16万ドル、中東のLPG供給制約と米国―アジア間の長距離輸送が市況を支援

→ LNG船はAtlanticで日額51,750ドルまで下落、VLGCとは対照的に新造船供給が市況の重しに

（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）