コンテナ船、懸念の対象は中長期の需要動向に Containerships worried about mid- to long-term demand

新型コロナウイルスで世界的な景気後退懸念が強まる中、コンテナ船事業における懸念は中長期の需要の見通しに移っている。中国発着の物量やオペレーションは今月に入って急速に回復しており、足元のコンテナ船マーケットも比較的堅調に推移している。減便効果もあるが消席率は高い水準で推移しており、欧州からの復航では時間差で減便が本格化し、需給が逼迫。長期契約の更改交渉でも強い逆風は見られない。ただ、関係者は「需要の大幅減が長期化すれば状況は変わる」と口をそろえる。「足元に関してはそこまで強い懸念はない」としつつも、欧米を中心とするの景気動向に懸念を寄せている。


With concerns about the global recession growing with the new coronavirus, concerns in the containership business are shifting to medium- to long-term prospects. Shipments and operations to and from China have been recovering rapidly this month, and the containership market at present has been relatively firm. Despite the effect of reduced flights, the vacancy rate has remained at a high level, and when returning from Europe, flights are cut off in earnest due to time differences, resulting in tight supply and demand. There is no strong headwind in renewal negotiations on long-term contracts. However, officials say that the situation will change if demand declines for a prolonged period. "I have no strong concerns about the current situation," but he is concerned about economic trends in Europe and the United States.

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