Shipping Industry 06 (Mar 22 - Dec 26)

[behappyalways]

Global Growth Bellwether Maersk Slashes Container Market Outlook
https://www.zerohedge.com/geopolitical/ ... et-outlook

[behappyalways]

Hapag-Lloyd Sees 50% Surge In Container Bookings From China To The US
https://www.zerohedge.com/markets/hapag ... g-china-us

[behappyalways]

Shipping rate for 40-foot container (TEU) has fallen swiftly and is approaching lowest level in 18 months
https://x.com/LizAnnSonders/status/1956320324150014106

[winston]

US, China to roll out tit-for-tat port fees, threatening more turmoil at sea

By Liz Lee & Lisa Baertlein

Analysts expect China-owned container carrier COSCO to be most affected, shouldering nearly half of that segment's expected US$3.2 billion (RM13.52 billion) cost from those fees in 2026.

China hit back last week, saying it would impose its own port fees on US-linked vessels from the same day.

Jefferies analyst Omar Nokta noted that 13% of crude tankers and 11% of container ships in the global fleet would be affected.

Administration officials hours later warned that countries voting in favour of a plan by the United Nations' International Maritime Organization to reduce planet-warming greenhouse gas emissions from ocean shipping this week could face sanctions, port bans, or punitive vessel charges. China has publicly supported the IMO plan.

Source: Reuters

https://theedgemalaysia.com/node/773951

[behappyalways]

US, China to suspend reciprocal port fees by one year
https://www.theedgesingapore.com/news/g ... s-one-year


The strongest shipping fleet in the market!
One Piece rises 3% or more;
Wan Hai and AVIC light up;
US-China reconciliation brings three major benefits to shipping, with freight rates expected to rise by 30%, the largest increase in six months.
大盤最強船隊! 航海王漲3%起 萬海.中航亮燈 美中大和解 海運三利多運價喊漲3成半年最大｜非凡財經新聞｜20251030
https://m.youtube.com/watch?v=k4BvijdNQX0

[behappyalways]

Despite a lackluster peak season in Q3, the three major container shipping companies still managed to turn a profit, totaling NT$39.4 billion.
Evergreen earned more than one share capital.
The share prices of all three companies rallied.

貨櫃三雄Q3旺季不旺仍賺錢 合計獲利394億 長榮賺逾1個股本 三雄股價齊歡慶｜非凡財經新聞｜20251113

https://m.youtube.com/watch?v=FC4VYM71Aek

[behappyalways]

Why U.S. Shipbuilding Collapsed — And The Push To Rebuild It
https://m.youtube.com/watch?v=tK_qGDdghHk

[behappyalways]

Nations vie for strategic advantages over shipping routes;
Arctic melting sounds alarm bells for humanity.

各國爭航道戰略紅利 北極融冰敲響人類警鐘｜秦綾謙｜FOCUS全球新聞20251226 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=tWx4dDeIXQk

[behappyalways]

Maersk to return to Red Sea as stability improves in region
https://www.theedgesingapore.com/news/t ... ves-region

[behappyalways]

BCI surges 22% as bulk carriers surge;
Yumin and AVIC briefly signaled strong demand for bulk commodities!
West African iron ore shipping supports freight rates.

BCI飆漲22% 散裝船隊噴發裕民.中航一度亮燈 大宗原物料強勁需求! 西非鐵礦砂運送撐運價｜非凡財經新聞｜20260128

https://m.youtube.com/watch?v=t-j_SBEJn ... EKAYcqIYzv