News
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ONE Raises FY2027 Net Income Forecast to US$900m ONE、2027年3月期利益予想を9億ドルへ上方修正
Forecast Tripled From Previous Estimate, Boosting Earnings Outlook for Japan's Three Shipping Groups 前回予想から3倍増、邦船3社の業績押し上げ Ocean Network Express (ONE) on Aug. 4 revised upward its full-year net income forecast for th... -
K Line Watches Fuel Price Trends in Containership and Car Carrier Businesses 川崎汽船、コンテナ船・自動車船で燃料高を注視
Forecasts Net Income of JPY135 Billion for FY2027/3 Targets ROE Above 15% and Sustainable PBR Above 1.0x 2027年3月期、純利益1350億円見込む ROE15％以上、PBR1倍超定着へ K Line on 4 August maintained its revised earnings forecast for the ... -
DryDel Secures K Line Charter for First Four Capesize Newbuildings ドライデル、初のケープサイズ新造船4隻で川崎汽船と5年用船契約
Built by Namura Shipbuilding, Deliveries Scheduled for 2028-29 名村造船建造、2028～29年引き渡し DryDel Shipping, the Greek shipowner and operator (headquartered in Athens and led by Founder and Chief Executive Officer (CEO) Costas Dela... -
Breaking: MOL Raises Net Profit Forecast to JPY240bn 速報・商船三井、純利益2400億円へ上方修正
Dry bulk, energy and ONE drive upgrade, with chemical logistics also contributing ドライ、エネルギー、ONEが押し上げ ケミカル物流も貢献 MOL on Aug. 3 revised upward its consolidated earnings forecast for the fiscal year ending March 20... -
China Eases Detention of Panama-Flagged Ships 中国、パナマ船籍船の拘留を大幅緩和
Detentions Fall to 16 in July as Japanese Shipowners and Operators Watch Closely 7月は16隻に減少、日本船主・邦船オペレーターも動向注視 The number of Panama-flagged ships detained at Chinese ports, which had surged in recent months, fel... -
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... -
NS United Kaiun Kaisha Raises FY2027 Net Profit Forecast to Y25bn NSユナイテッド海運、2027年3月期純利益250億円へ上方修正
Operating and Ordinary Profit Forecasts Also Raised; ROE Seen at Around 13% 営業・経常利益も増額 ROE約13％見通し NS United Kaiun Kaisha on July 31 revised upward its consolidated earnings forecast for the fiscal year ending March 2027... -
NYK Strengthens Dry Bulk and Energy Transportation 日本郵船、ドライ・資源エネルギー輸送を強化
Acquisition of NS United Kaiun Kaisha to Clarify the Roles of Group Companies NSユナイテッド海運子会社化 グループ各社の役割を明確化へ Nippon Yusen Kabushiki Kaisha (NYK) announced on July 31 that it will launch a tender offer (TOB) wo... -
Government Weighs Public Role in Marine Insurance 政府、船舶保険の公的関与を検討
New Economic Security Policy Aims to Safeguard Maritime Transport During Emergencies 有事の海上輸送維持へ 経済安全保障で新方針 The Japanese government on July 31 outlined a new policy aimed at maintaining the maritime transport of criti... -
Saudi Arabia Unveils Red Sea Defence Alliance Proposal Backed by 14 Nations サウジ、紅海防衛連合構想を発表 14カ国が支持
Red Sea gains strategic importance as Hormuz crisis deepens Japan remains an energy security stakeholder despite likely staying outside the alliance ホルムズ危機で高まる紅海の戦略的重要性 日本は参加せずともエネルギー安全保障の「当事者」 ... -
OFAC Warning Highlights Sanctions Risk Before Payment OFAC、「支払い前」の制裁リスク浮上
What Kpler Insight & Analysis Means by the "Exposure Chain" New Risk Management Challenges Facing Japanese Shipowners and Financial Institutions in Hormuz Transit Kpler Insight & Analysisが示す「Exposure Chain（リスクの連鎖）」と... -
The 34th Reportage: Japanese Shipowners 第34回ルポルタージュ・日本船主
"Japanese Shipping Operators Turn 'Long on Ships' - Which Shipowners Stand to Benefit?" 「邦船オペレーター『船ロング』、恩恵を受ける船主とは」 On July 30, under the relentless summer heat in Tokyo's Otemachi district. A Japanese ship... -
Breaking：NYK launches ¥120.6bn tender offer for NS United Kaiun 日本郵船、1206億円TOB NSユナイテッド海運を連結子会社化へ
To raise stake to 83.33%; Nippon Steel to retain 16.67% 出資比率83.33％へ 日本製鉄は16.67％維持 NYK announced on 31 July that it will consolidate its equity-method affiliate, NS United Kaiun Kaisha, as a consolidated subsidiary. Subje... -
Capital Link Expert Talk Series A Conversation with Marco Fiori キャピタルリンク・特別インタビュー、マルコ・フィオーリ氏との対談
Building on Legacy and Premuda’s Growth Strategy 伝統を礎に描くPremudaの成長戦略 In the latest edition of Capital Link's Expert Talk Series, Marco Fiori, Chief Executive Officer of PREMUDA, discussed the company's strategic evolution, fl... -
Breaking: NYK Raises Net Profit Forecast to JPY240bn 速報・日本郵船、純利益予想2400億円へ上方修正
Container freight rates exceed expectations, while dry bulk, energy and a weaker yen provide further support 27年３月期、コンテナ船運賃が想定上回る、ドライ・エネルギー・円安も寄与 NYK Line (NYK) on 30 July revised upward its consolidat... -
Breaking: NYK joins EIG-backed MidOcean Energy 速報・日本郵船、米EIG傘下MidOcean Energyへ参画
Strategic partnership in LNG shipping to expand LNG value chain 海上輸送で戦略的パートナーシップ締結、LNGバリューチェーン拡大へ Nippon Yusen Kabushiki Kaisha (NYK) has decided to acquire an equity stake in MidOcean Energy, the LNG comp... -
Glencore Was Paying the Freight グレンコアは「運賃」を払った側だった
Rising Freight Costs Behind a $3.3bn Trading Profit 33億ドル利益の裏で膨らんだ運賃コスト Swiss commodities giant Glencore expects its Marketing division to report adjusted earnings before interest and tax (EBIT) of about $3.3bn for the... -
European Shipowners Welcome EU ETS Reforms 欧州船主、EU ETS改革を支持
But State Proposal Falls Short on Competitiveness 競争力確保に課題 European shipowners welcomed the European Commission's proposal to earmark part of the revenues generated by the EU Emissions Trading System (EU ETS) for maritime decar... -
Global Trade: Panama Canal Emerges as Fourth Flashpoint for Maritime Shipping パナマ運河が海運の「第4の火種」に浮上
Drought adds to mounting disruption in the Strait of Hormuz, Red Sea and Black Sea, leaving four strategic maritime chokepoints under pressure at the same time. The Panama Canal has become the latest source of disruption for global shipp... -
China’s Shipbuilders Capture 80% of Global Newbuilding Orders 中国造船、世界受注シェア8割
H1 2026: China Overtakes South Korea in LNG Carrier Orders 26年上半期、LNG船受注でも韓国逆転 China's shipbuilding industry is gathering further momentum. According to China's Ministry of Industry and Information Technology (MIIT), newbui... -
Russia Restricts Nighttime Shipping at Black Sea’s Largest Cargo Port ロシア、黒海最大港で夜間入出港制限
Dry Bulk and Tanker Delays Feared ドライ・タンカーに滞船懸念も Russia has imposed temporary nighttime restrictions on vessel movements at the Black Sea port of Novorossiysk following a series of Ukrainian drone attacks. Under the measu... -
Shadow Fleet Shifts Rapidly to Russian Flag シャドーフリート、ロシア船籍への転籍が加速
Windward: Crackdown on Stateless Tankers Marks a Turning Point Windward調べ 無国籍船取り締まりが転機 The flag composition of the "shadow fleet" transporting Russian crude oil and other sanctioned cargoes is changing. According to mari... -
QatarEnergy charters out part of its 70-vessel LNG fleet カタールエナジー、約70隻のLNG船隊から一部をTCアウト
At least nine LNG carriers reportedly sub-chartered to third parties 少なくとも9隻を第三者へ再用船か Some of the LNG carriers within QatarEnergy's current operating fleet of about 70 vessels have reportedly been chartered out to third ... -
Meiji Shipping Group sells LNG carrier for about JPY11.5bn 明海グループ、LNG船を約115億円で売却
Capital gain of about JPY2.7bn highlights asset value of second-hand tonnage 約27億円の売却益、中古船の資産価値映す Meiji Shipping Group recently announced that its consolidated subsidiary, Meiji Shipping B.V. (Netherlands), will sell ...
