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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Iran war could flip oil market into deficit: IEA
Iran war could flip oil market into deficit: IEA
London, 5 March (Argus) — Prolonged supply disruptions triggered by the US–Iran war could flip the global oil market into a deficit, the IEA said on 5 March. The Paris-based energy watchdog said it is monitoring the situation in the Middle East following the outbreak of war on 28 February, including the implications of any sustained disruption to energy flows through the strategic strait of Hormuz. It said the global oil market has been in a significant surplus since the start of 2025 and that it expected global supply to "far exceed demand in 2026". But it warned that a prolonged disruption to supply in the Mideast Gulf "could flip the market into a deficit". Traffic through the strait of Hormuz remains all but paralysed after Iran told vessels at the start of the week that they were not permitted to transit. At least eight commercial ships have since been attacked in waters around the strait. For context, the IEA said an average of 20mn b/d of crude and oil products transited the strait of Hormuz in 2025 — around 25pc of the world's seaborne oil trade. It noted that its member countries hold more than 1.2bn bl of public emergency oil stocks, with a further 600mn bl of industry stocks held under government obligation, which can be released to the market if needed. But the agency warned that any extended loss of output from Qatar's Ras Laffan facility could significantly exacerbate tightness in the global LNG market. Production was shut down there following an attack on 2 March . Ras Laffan produced 112bn m³ of LNG in 2025, along with 300,000 b/d of LPG and 180,000 b/d of condensate. By Gavin Attridge Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Ship targeted off Kuwait as vessel attacks widen
Ship targeted off Kuwait as vessel attacks widen
Singapore, 5 March (Argus) — A vessel appears to have come under attack off Kuwait, leaving oil leaking from its cargo tank, the UK Maritime Trade Operations (UKMTO) said today. The UKMTO said it had received a report of an incident 30 miles (48km) southeast of Mubarak Al-Kabeer, Kuwait at 22:40 GMT. The tanker was at anchor and its vessel master reported seeing a large explosion on the port side of the ship, then witnessed a small craft leaving the vicinity. Oil from a cargo tank is leaking into the water and this may have some environmental impact, the UKMTO said. The vessel has taken on water but there have been no fires and the crew are safe. The identity of the vessel is unclear. This is the latest in a spate of attacks on vessels in the Mideast Gulf since since US and Israeli forces struck Iran on 28 February. But the attack near Kuwait is much further north than previous incidents, which have been concentrated around the strait of Hormuz. Iran has threatened to burn any ship that tries to pass through the strait. It has a drone carrier ship stationed near the strait that it could use to attack transiting vessels, according to shipbroker BRS. Iran also has short-, medium- and long-range missiles to disrupt shipping in the strait. Movement through the strait of Hormuz has ground to a halt , with traffic dropping to only a single cargo ship on 3 March from 98 cargo ships on 28 February, 18 on 1 March and seven on 2 March, according to global maritime security partnership Joint Maritime Information Center (JMIC). No tankers transited the strait on 3 March. The historical daily average for all vessels through the strait is about 138 ships, JMIC said. Crude futures have continued to rise today. The Ice front-month May Brent contract was at $83.42/bl at 10am Singapore time (02:00 GMT), higher by $2.02/bl from its settlement on 4 March when it ended unchanged from the previous session. The Nymex front-month April crude contract was at $76.94/bl, higher by $2.28/bl from its settlement on 4 March, when it ended 10¢/bl higher. By Prethika Nair Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
US ship insurance not enough for Hormuz: Sources
US ship insurance not enough for Hormuz: Sources
New York, 4 March (Argus) — A US proposal to offer political-risk insurance is unlikely to meaningfully increase traffic through the strait of Hormuz in the near term because Iranian threats to the strait remain, market participants told Argus . The US' ability to provide naval escorts in the short term is also unlikely as its navy will lack escort capacity until at least the initial stage of the military operation is over. "It should be noted that simple physical security may not be enough to induce a return of commercial traffic," said Center for Naval Analyses naval analyst Joshua Tallis. Tallis pointed to the asymmetric nature of Iranian military capability, including sea and airborne drones and naval mines, that would pose a threat to shipping even if conventional Iranian naval forces are out the of the picture. "Insurance doesn't make the hull impervious to rockets," shipbroker Odin head petroleum and tanker analyst Alpman Ilker told Argus . "Insurance may incentivize a few to start transiting but the Iranians will likely attack and then traffic will again cease transit." US president Donald Trump ordered the US' Development Finance corporation to offer political risk insurance to ships transporting energy and other commodities through the Mideast Gulf on 3 March, although it wasn't immediately clear how the agency will implement this order . The move came after major re-insurers announced the cancellation of war-risk coverage throughout the Middle East to go into effect from 5 March. Naval escorts would help reduce the threat of attacks, but providing protection for all tankers operating in areas currently threatened by Iran is unrealistic as this would require a very high number of warships and other military assets, according to shipping association BIMCO. "Transiting this region is ultimately a decision for the ship operator because even with naval escorts, there is still significant risk involved," Sean Kline, president of the Chamber of Shipping of America told Argus . "Given the nature of the war, risks remain high in the strait as long as Iran keeps threatening ships," Noam Raydan, senior fellow at the Washington Institute told Argus . By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Dangote refinery's RFCC running near capacity: Source
Dangote refinery's RFCC running near capacity: Source
London, 4 March (Argus) — Nigeria's 650,000 b/d Dangote refinery has restarted its residual fluid catalytic cracker (RFCC) after maintenance, and the unit is now running at about 90pc of capacity, according to a source with knowledge of the matter. The RFCC has a capacity of roughly 218,000 b/d and is the refinery's main gasoline-producing unit. It appears to have come back online after scheduled test runs in mid-February. The unit had been offline since December, chief executive David Bird said last month. The refinery's naphtha hydrotreater, isomerisation unit and catalytic reformer — which Dangote refers to as the "motor spirit block" — were running in early February but had not yet reached full capacity following January maintenance, an industry source told Argus in mid-February. Dangote was listed in fixtures as having booked what freight brokers described as a 37,000t gasoline cargo loading from the French port of Lavera on 10-12 March for delivery to the US, west Africa or southern Africa. But the cargo is actually carrying naphtha and "catgas" for Dangote, the source said. Catgas — also known as FCC gasoline or cracked naphtha — is an RFCC product that often requires further blending to meet gasoline specifications. Dangote has, meanwhile, raised gasoline asking prices since mid-February, according to local fuel brokers. Flat prices were given at 875 naira/litre on Monday, up by 14pc from around N750/l on 17 February. Benchmark non-oxy gasoline values rose by 12pc over the same period to $728.75/t. Despite the price rise and the near-complete return of RFCC capacity, three European gasoline cargoes have recently loaded for west Africa, according to one European gasoline analyst. Trading firm Vitol booked a 37,000t gasoline cargo on Monday loading fob Lavera for west Africa, according to a fixtures report seen by Argus , suggesting arbitrage economics remain attractive despite firmer Medium Range (MR) tanker rates. UK Continent–west Africa MR rates rose to $52.86/t (WS275) on 3 March from $39.40/t (WS205) just before the US-Iran conflict began, which raised concerns over prolonged delays to diesel and jet fuel shipments through the strait of Hormuz and shifted buyers' attention to US Gulf diesel supplies — Europe's main alternative. By George Maher-Bonnett and Erika Tsirikou Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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