In consecutive holidays of May, Golden Week is over and Tokyo is surrounded in the usual noise. On the other hand, the weather which was called as summer days at the temperature of more than 25 degrees Celsius continued during consecutive holidays and it reversed itself to cold days on May 8 (Tue) and 9 (Wed) successively at the highest temperature of 14.6 degrees Celsius, 14.2 degrees Celsius respectively for 2 days less than 15 degrees Celsius. It was abnormal and it happened the first time for 10 years since 2008. There were many who got exhausted with the fatigue of consecutive holidays.
It is the sense that returned in the depth of winters. I will have to get the suits for winter which I put them away. The body already becomes in the summer but it feel like forced to put back to winter. According to the announcement of the Meteorological Agency, the rainy season seemed to have set in Amami district in Kagoshima and Okinawa region on 8th and 7th of May respectively. It reports that it is early for five days from last year and one day from an average year. The seasons come round even if I do nothing.
It must be better to cope with and to prepare anything earlier if you could tackle. However, I may not go so easy. It is natural to become difficult as much as things are complicated. It goes without saying that it is not easy if many people are involved. A case of Ocean Network Express (ONE) is it. On Oct. 31, 2016 the president of NYK, MOL, K Line gave an interview for reporters. They announced the containership business unification in April 2018. It was the announcement of the thunderbolt. I believed that Japanese 3 shipping lines went each way separately until then. In addition, I was not able to imagine that Japanese 3 shipping lines might separate their liner section as a star section from their main business. There was recognition to tell to be the liner shipping company speaking of a shipping company. Is the thought still more strong for people who worked in the liner section of Japanese 3 shipping lines? How do you think that one and a half years are short or long to integrate the liner section of Japanese 3 shipping lines after the announcement of container business unification of Japanese 3 shipping companies? Of course, in the intense world of competition and change we can take neither ten years nor 20 years. In a sense, in a short term, we cannot but say that the effect is big. ONE adapts to the present market early, and it is because it is important to acquire competitiveness by strong and physical strength. It is difficult to win competition in the future if ONE does not minimize consumption of the physical strength.
They watch things from a general situation without being seized with trifling matters and prioritize it and there is nothing to be afraid of if they judge it with confidence along it. And they could see what they must do now. A way is done naturally in front of ONE. Ocean Network Express (ONE) will add 7×14,000TEU this year, and with 240 ships, 1,540,000 TEU container fleet scales they will be the 5th ranking shipping lines with 7% of the world share by the end of this year. They will have 85 service routes in the whole world and cover more than 200 ports of call. As synergy effect of three mergers, ONE could achieve reduction of 112,400 million yen a year in the third year and aim at annual sales of 1,500 billion yen or more. ONE consists of The Alliance with Hapag-Lloyd, Yang Ming among world 3 major Alliances.
【3 Major Alliance by share】
| Alliance | Ship Capacity Share | |
| No.1 |
2M （2 Shipping Lines） |
35.53% |
| No.2 |
Ocean Alliance （3 Shipping Lines） |
29.31% |
| No.3 |
The Alliance （3 Shipping Lines） |
17.61％ |
Trade paper, Shipping Guide quote the prediction of supply and demand of the containership of “Jeferies”, who is an American investment bank group.
According to it, the loading capacity growth rate hangs from 8% of 1Q(1-3 month) and 9% of 2Q at the peak and will slow down to the first half digit by 2021. On the other hand, the transport needs decrease by U.S. and China trade friction to some extent. 4-5% grow up this year. A freight rate is stable from late this year. 5% rise of next year. But they substantially predict 2% with the rise of fuel oil costs increase by implementation of SOx regulation in 2020.
New container price is $2,250 per 20f, slightly up, the number of the new production in China is 950,000TEU, close to 1 million TEU as of the end of April. The container ordering of the shipping company comes out, but the leasing company seems to anticipate speculative ordering not to be inferior in last year.
EFI adopted 3 staff as the regular recruitment in this April and increased 4 staff this year and we have 16 staff in all now. The excellent staff joined and we could make our customers happy by coping with the various needs of our customers and we would like to aim at winning their reliability. Thus, we wish to be a professional group about container business.