フレート／輸送
概要
アーガスでは世界各地におけるエネルギーの海上／河川輸送のフレート、パイプライン、鉄道輸送などの物流におけるデータサービスを提供しております。2020年から施行される船舶燃料の硫黄規制によって、どのような変革および構造改革がなされるのか盛んに議論されるに至っています。旧来の船舶用重油に対する需要の後退、および低硫黄軽油に対する需要の増加が予見されるなか、今後の船舶燃料がどのような方向に進んでいくのか今後の戦略立案に資する情報サービスを提供しております。
フレートサービスはタンカー、ドライバルク、ガス市場の貿易フローをカバーする３つの専用サービスで構成されています。各サービスは毎日のフレートインデックス、業界最新ニュース、市場分析、独占コンテンツを提供します。コモデティ価格と輸送コストをつなぎ、サプライチェーン全体像の把握を支援します。
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Singapore rules out talks with Iran for Hormuz passage
Singapore rules out talks with Iran for Hormuz passage
Singapore, 8 April (Argus) — Singapore will not pursue negotiations for safe passage of vessels through the strait of Hormuz, as such talks would compromise key principles of international law, minister for foreign affairs Vivian Balakrishnan said. "The position is quite clear — there is a right of transit passage," Balakrishnan said at a parliamentary sitting on 7 April. "It is not a privilege granted by the bordering state, it is not a license to be supplicated for, it is not a toll to be paid." "This right is enshrined in the United Nations Convention on the Law of the Sea," he said. "I cannot engage in negotiations for safe passage of ships or negotiate on toll rates because to do so would be implicitly eroding this legal principle." "There is no exception for security, no exception for the environment, and there is no exception for war," he added. Shortly after the parliamentary session, the US and Iran agreed to a two-week ceasefire to allow negotiations toward a broader de-escalation framework. But the terms governing vessel transit — including any inspection regime or conditions imposed by Iran — remain unclear. Singapore's stance on the matter marks a deviation from other southeast Asian nations that have actively sought to form agreements with Iran for the safe passage of their vessels through the strait of Hormuz. Thailand secured a deal earlier last week that will permit more Thai oil tankers to pass through the strait, Thai prime minister Anutin Charnvirakul said. Malaysia reached a similar agreement with the Iranian president on 26 March , with Malaysia's prime minister Anwar Ibrahim announcing arrangements to ensure the safe passage of Malaysian vessels. Balakrishnan also highlighted that while the narrowest point in the strait of Hormuz is 21 nautical miles (39km), the narrowest point of the strait of Malacca is less than two nautical miles (3.7km). Providing an update on Singapore's efforts on the matter, Balakrishnan said authorities were closely tracking developments and maintaining regular contact with the shipowners and operators. "We have been closely monitoring the situation in the strait of Hormuz," he said, adding that the Maritime and Port Authority of Singapore remains in close contact with shipowners and operators of Singapore-flagged or Singapore-registered ships in the Persian Gulf. "At both the international and regional levels, our agencies are engaging with stakeholders to explore potential opportunities to facilitate safe transit of the ships." By Sean Lui and Sureka Elangovan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Al Taweelah smelter repair to take up to a year: EGA
Al Taweelah smelter repair to take up to a year: EGA
London, 3 April (Argus) — Emirates Global Aluminium (EGA) said repairs at its Al Taweelah smelter may take up to a year after the facility sustained significant damage during an Iranian missile and drone attack on the Khalifa Economic Zone Abu Dhabi on 28 March. "To resume operations at the smelter, EGA must repair infrastructure damage and progressively restore each of the reduction cells," the company said in an update published on 3 April. "Early indications are that a complete restoration of primary aluminium production could take up to 12 months." Iran hit the facility on 28 March , injuring several employees. Iranian steelmakers Khouzestan Steel (KhSC) and Mobarakeh Steel were struck by air raids attributed to the US and Israel on 27 March , damaging storage facilities and power infrastructure, officials said. Iran was preparing retaliatory strikes on Gulf steel producers, according to the Tasnim news agency, which is linked to the Islamic Revolutionary Guard Corps. Al Taweelah produced 1.6mn t of cast metal in 2025, according to EGA. EGA is a major bauxite importer, bringing in 11.15mn t in 2025 and 10.65mn t in 2024, according to Kpler data, and is a significant Capesize charterer. Some vessels destined for Al Taweelah are currently delayed because of the de facto closure of the strait of Hormuz. The Amarantos , which loaded in Takoradi, Ghana, on 20 February, has been idling between Mozambique and Madagascar for several days and has since been redirected to Kandla, India, Kpler data show. The Clivia Oldendorff , carrying Ghanaian bauxite, remains idling between Mozambique and Madagascar, according to Kpler. By Andrey Telegin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Iranian crude cargo changes course from India to China
Iranian crude cargo changes course from India to China
Dubai, 3 April (Argus) — A vessel that appeared to be carrying the first Iranian crude cargo to India for close to seven years has now changed course, and is signaling its destination as China, ship-tracking data show. The Aframax Ping Shun , carrying about 600,000 bl of Iranian crude, is now shown heading for Dongying in China after previously signalling its destination as Vadinar in India, according to data from Kpler and Vortexa . The reroute brings the shipment back into Iran's usual export pattern, with China emerging as the main destination for Tehran's heavily sanctioned and discounted crude in recent years. Vortexa data show China took more than 90pc of Iran's crude exports in 2025. The cargo's final destination could still change. Ping Shun , which was sanctioned by the US Treasury's Office of Foreign Assets Control (Ofac) in 2025, is on a time charter to Iran's state-owned oil firm NIOC, ship brokers said. The vessel loaded at Kharg Island in early March. The cargo initially appeared to open a narrow window for India's first known Iranian crude delivery since May 2019, when US sanctions waivers that had allowed limited imports were withdrawn. India had previously supported the trade through alternative payment and marine insurance arrangements. A temporary US waiver issued on 21 March for Iranian crude loaded on or before 20 March and discharged by 19 April briefly revived that possibility. But the waiver did not amount to broader sanctions relief, and market participants said trades involving sanctioned vessels still face heavy compliance scrutiny. Some said payment-related hurdles may also have prompted the reroute. The voyage comes as the US-Israel war with Iran enters its second month with no clear resolution in sight, raising concerns over prolonged supply disruption. US President Donald Trump said on Wednesday that Washington would hit Iran "extremely hard" over the next two to three weeks. By Rithika Krishna Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
First non-Iranian VLCC exiting the strait of Hormuz
First non-Iranian VLCC exiting the strait of Hormuz
London, 2 April (Argus) — A very large crude carrier (VLCC) carrying non-Iranian crude appears to have left the Mideast Gulf, the first since the start of the US-Iran war on 28 February, with a second close behind. The Dhalkut , operated by Trafigura according to the vessel's Q88 documentation, largely cleared the strait and was heading eastward as of 2 April. The Habrut , operated by Sinokor according to Q88 data, was on a similar path during the same timeframe. These could be the first two non-Iranian VLCCs to exit the Mideast Gulf since the war began over a month ago, a potential sign of Iran relaxing restrictions on ship movements. Both tankers are signalling Ras Markaz in Oman as their destination, which is a common method being used by ships in the Mideast Gulf to identify the nationality of the vessel and reduce the likelihood of attack by Iranian forces — but it is unlikely to be the vessels' final destination. The Dhalkat loaded Arab Heavy and Arab Medium crude on 26 February from Juaymah while the Habrut loaded Murban crude on 17 March from Jebel Dhanna, Kpler data show, and both have remained inside the Mideast Gulf since. When the Dhalkat first loaded before the war broke out, it appeared to indicate Myanmar as a destination, vessel tracking data show, and it may proceed there after exiting the strait. At least 14 VLCCs have left the strait of Hormuz since the start of March, according to Kpler data, all loaded from Kharg Island or the FPSO Soroosh , both controlled by Iran. Recently, traffic through the strait has been steady, Another seven vessels crossed on Wednesday, the same as on Tuesday. Three vessels exited the Mideast Gulf, and four vessels entered, transiting westbound through the channel, according to vessel tracking data from MarineTraffic. More notably, two ultra-large container carriers linked to China's Cosco — the CSCL Indian Ocean and CSCL Arctic Ocean — which abandoned attempts to transit on 27 March, transited the strait earlier in the week. Iran's Revolutionary Guard Corps said that day that its navy had turned back three container ships attempting to pass through the strait. By Rhys van Dinther Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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