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コンテナ船20000TEUS時代の幕開け!

投稿日: 2014 8月 11、1:58 午前

業界誌の発表によれば、モナコを地盤に主にタンカービジネスを展開するスコルピオ グループが韓国の
三星重工に積み高20000TEUSという世界最大級のコンテナ船を発注したと報じている。

モナコ グループ自体はタンカーがメインであるので、建造されたコンテナ船は世界のメジャーコンテナ船社
に長期庸船し、オペレーションは船社がおこなうという。

昨年マースクラインが18000TEUSという世界最大級のコンテナを投入し、業界関係者を驚かせたが
20000TEUSの大きさはまさにBIGというより モンスターといわれるほどであろう。

どこの航路に配船されるかは未知数であるが、アジア、欧州に配船されるとなるとスエズ運河の運行キャパが20000TEUSがマックスといわれているので、このあたりであろうか? もしくは物流が増加傾向にあるアジア・北米航路であろうか?興味はつきない。

一方、APL(American President Line)の親会社であるNOL(Neptune Orient Line)
が前半期1億五千万ドルの赤字を計上したとの報もある。

コンテナビジネスが益々厳しさを増している証左であろう。各社とも、後半はピークシーズンに併せて
値上げを行い、収益改善に取り組んでいる。物流が増加しても収益構造が改善されなければ、新たな
再編が起こる可能性もある。 P3が中国より却下され、P2で勝負をかけるマースク。中国ニ大船社
COSCOとCHINA SHIPPINGの連携強化など、水面下での動きも活発である。

そうした中、先日までILWUとの交渉の舞台となっていたアメリカ北部のポートランドでは、徐々に
オペレーションがスローになってきているともいわれる。

交渉の長期化と締結への糸口が見えないPMA,ILWU両社にとって、どのような落しどころが見えてくるのか。 北部だけでなく、西岸南部に波及するようなことになるとピークシーズンで貨物が溢れるターミナルの運営は一気に混乱をきたす事態に発展する可能性ガある。 目が離せない状況である。


カテゴリー: 世界最大のコンテナ船

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