⚠️🇺🇸#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
💥🌎#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
🇺🇸🇨🇦🇨🇳🇷🇺#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
💥🌎#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.
💥🌎#transport #sea #world #macro #bdy
▶️ Baltic Dry index - the cost of shipping by sea began to decline.
▶️ Factors to reduce cost of shipping:
● 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%
● 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.
● US to spend $17B on port upgrades.
#logistic
▶️ Baltic Dry index - the cost of shipping by sea began to decline.
▶️ Factors to reduce cost of shipping:
● 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%
● 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.
● US to spend $17B on port upgrades.
#logistic
⚠️#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.
▶️ Situation in the China will be dramatically changed until late May or early June.
▶️ When China’s 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
▶️ 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.
▶️ Others fear that recently-launched contract talks between ports on the west coast of the US and unionized dockworkers could disrupt activity.
▶️ More than 11% of global container capacity stuck in ports.
▶️ Stabilization of the supply chain will take at least a couple of months after the end of the lockdowns.
▶️ 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.
▶️ Situation in the China will be dramatically changed until late May or early June.
▶️ When China’s 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
▶️ 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.
▶️ Others fear that recently-launched contract talks between ports on the west coast of the US and unionized dockworkers could disrupt activity.
▶️ More than 11% of global container capacity stuck in ports.
▶️ Stabilization of the supply chain will take at least a couple of months after the end of the lockdowns.
▶️ Container capacity is not expected to expand in a significant way before next year