22-09-2022, 08:54 AM
25-09-2022, 02:24 PM
海運價格跌跌不休 中國至東南亞航線竟出現"負運價" SCFI連15跌 美西線跌破3000美元|非凡財經新聞|20220925
https://m.youtube.com/watch?v=_2wUUeQnPn0
https://m.youtube.com/watch?v=_2wUUeQnPn0
04-10-2022, 01:43 PM
Ocean freight orders are signaling a big drop in consumer demand
https://www.cnbc.com/2022/10/03/ocean-sh...emand.html
https://www.cnbc.com/2022/10/03/ocean-sh...emand.html
04-10-2022, 05:33 PM
(04-10-2022, 01:43 PM)Behappyalways Wrote: [ -> ]Ocean freight orders are signaling a big drop in consumer demand
https://www.cnbc.com/2022/10/03/ocean-sh...emand.html
Sounds like a big recession well underway...
04-10-2022, 07:17 PM
Yes
"Full-Fledged Ice Age": Semiconductor Companies Slash Output On Supply Glut
https://www.zerohedge.com/technology/ful...upply-glut
https://m.youtube.com/shorts/tAHsG9vjPng
"Full-Fledged Ice Age": Semiconductor Companies Slash Output On Supply Glut
https://www.zerohedge.com/technology/ful...upply-glut
https://m.youtube.com/shorts/tAHsG9vjPng
04-11-2022, 08:55 PM
Idled Boxship Fleet Sails Past 1 Million TEUs as Blankings Fail to Stop Freight Rate Erosion
https://gcaptain.com/idled-boxship-fleet...e-erosion/
https://gcaptain.com/idled-boxship-fleet...e-erosion/
05-12-2022, 03:47 PM
https://www.cnbc.com/2022/12/04/manufact...lapse.html
We have had our 2 years of demand boom, now its for the next cycle of shipping bust. Indeed it seems the shipping industry follows a 3 year boom and 7 years bust cycle
We have had our 2 years of demand boom, now its for the next cycle of shipping bust. Indeed it seems the shipping industry follows a 3 year boom and 7 years bust cycle
06-12-2022, 10:24 AM
(05-12-2022, 03:47 PM)CY09 Wrote: [ -> ]https://www.cnbc.com/2022/12/04/manufact...lapse.html
We have had our 2 years of demand boom, now its for the next cycle of shipping bust. Indeed it seems the shipping industry follows a 3 year boom and 7 years bust cycle
This news is covered here as well:
https://www.youtube.com/watch?v=iNeKIsgOVuE&t=284s
with an added graph showing a decline as bad as or worse than the GFC. It is affecting China badly, and is more about demand reduction in the US than Zero-COVID in China, although the latter is not helping.
Combined with severely inverted yield curves in many countries, including Singapore, it looks like hard times are already starting although this is not really priced into markets. Hopefully the effect in Singapore will be limited to some extent by service sector migration from Hong Kong and the lack of froth in the STI. However, the effects of the rapid rise in interest rates on housing must be starting to drag on that sector.
07-12-2022, 04:56 PM
The Shanghai Containerised Freight Index (SCFI) slid another 5% week-on-week as of December 2. In Q4-to-date, on average, the SCFI has dropped 68% year-on-year. According to a new report from HSBC should the SCFI decline at 7.2% per week – the average decline in the past four weeks – it would hit 2019 levels in just four weeks by the end of this year and perhaps even go below that level during the seasonally weak Lunar New Year holidays in China in late January.
New entrants exit the main box tradelanes
https://splash247.com/new-entrants-exit-...radelanes/
New entrants exit the main box tradelanes
https://splash247.com/new-entrants-exit-...radelanes/
14-12-2022, 10:11 AM
Ships are taking the long route south of Africa to Asia, rather than go through the Suez Canal, in order to soak up capacity
Container market collapse sees first ships heading for scrap
https://splash247.com/container-market-c...for-scrap/
Container market collapse sees first ships heading for scrap
https://splash247.com/container-market-c...for-scrap/