β οΈπΊπΈ#KO #transport #sea #logistic
Coca-Cola is facing a supply problem. The company began to transport products on dry cargo ships due to the shortage of container ships and containers
#coal #HCC #watchlist
Coca-Cola is facing a supply problem. The company began to transport products on dry cargo ships due to the shortage of container ships and containers
#coal #HCC #watchlist
π₯π#logistic #transport #sea #contaner
Shipping costs have finally slumped. Power shortages and Covid outbreaks in China have halved spot rates between September and October - FT
Shipping costs have finally slumped. Power shortages and Covid outbreaks in China have halved spot rates between September and October - FT
πΊπΈπ¨π¦π¨π³π·πΊ#coal #china #us #canada #russia
In September, North American coal miners began to supply more coking coal to China than Russian coal miners. Now US is the largest supplier of coking coal for China - details
#HCC #watchlist #transport #sea
In September, North American coal miners began to supply more coking coal to China than Russian coal miners. Now US is the largest supplier of coking coal for China - details
#HCC #watchlist #transport #sea
π₯π#transport #sea #logistic #conteiner #bdy
Baltic Dry index - the cost of shipping by sea began to decline.
Baltic Dry index - the cost of shipping by sea began to decline.
π₯π#transport #sea #world #macro #bdy
βΆοΈ Baltic Dry index - the cost of shipping by sea began to decline.
βΆοΈ Factors to reduce cost of shipping:
β Port congestion index (the proportion of days when ports are congested) has decreased this year, but remains increased
2021 - 55%
2020 - 85%
2019 - 68%
2017-2018 = 41-45%
β The volume of global orders for container ships is high, reaching 6.4% of the existing fleet = the expansion of the fleet will occur at the end of 2022.
β US to spend $17B on port upgrades.
#logistic
βΆοΈ Baltic Dry index - the cost of shipping by sea began to decline.
βΆοΈ Factors to reduce cost of shipping:
β Port congestion index (the proportion of days when ports are congested) has decreased this year, but remains increased
2021 - 55%
2020 - 85%
2019 - 68%
2017-2018 = 41-45%
β The volume of global orders for container ships is high, reaching 6.4% of the existing fleet = the expansion of the fleet will occur at the end of 2022.
β US to spend $17B on port upgrades.
#logistic
β οΈ#logistic #conteiner #world #ship #sea
FT: nock-on effects from disruptions in China could hit ports in Europe and the US when sea freight starts moving again.
βΆοΈ Situation in the China will be dramatically changed until late May or early June.
βΆοΈ When Chinaβs factories return to normal and sea freight starts moving again there is a risk that some European and US ports, plus infrastructure including land transport and warehousing, could be overwhelmed
βΆοΈ The worry is that the return to normal will coincide with peak season demand in 3Q, and before current problems of port congestion and a scarcity of truck drivers are resolved.
βΆοΈ Others fear that recently-launched contract talks between ports on the west coast of the US and unionized dockworkers could disrupt activity.
βΆοΈ More than 11% of global container capacity stuck in ports.
βΆοΈ Stabilization of the supply chain will take at least a couple of months after the end of the lockdowns.
βΆοΈ Container capacity is not expected to expand in a significant way before next year
FT: nock-on effects from disruptions in China could hit ports in Europe and the US when sea freight starts moving again.
βΆοΈ Situation in the China will be dramatically changed until late May or early June.
βΆοΈ When Chinaβs factories return to normal and sea freight starts moving again there is a risk that some European and US ports, plus infrastructure including land transport and warehousing, could be overwhelmed
βΆοΈ The worry is that the return to normal will coincide with peak season demand in 3Q, and before current problems of port congestion and a scarcity of truck drivers are resolved.
βΆοΈ Others fear that recently-launched contract talks between ports on the west coast of the US and unionized dockworkers could disrupt activity.
βΆοΈ More than 11% of global container capacity stuck in ports.
βΆοΈ Stabilization of the supply chain will take at least a couple of months after the end of the lockdowns.
βΆοΈ Container capacity is not expected to expand in a significant way before next year