Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

Red Sea conflict oil prices hit two-week high!
Container cost increase may continue until the Spring Festival, with 40-foot container approaching US$6,000

紅海衝突油價觸兩周高點！成本增貨櫃漲勢恐延續到春節 40呎貨櫃逼近6千美元｜非凡財經新聞｜20231221

https://m.youtube.com/watch?v=yDRjbTz-LiM

[behappyalways]

From 40 months to 4....

"One zero less" than last year...
Evergreen Shipping's year-end shrinkage has at most 6 months left, Yang Ming.
Wan Hai only has about 2 months left
比去年"少1個零"...長榮海運年終大縮水最多剩6個月 陽明.萬海只剩約2個月｜非凡財經新聞｜20231229
https://m.youtube.com/watch?v=dwXU1zoWakU

[behappyalways]

Shipping companies require "container occupation fees" to recycle containers, which is equivalent to a 63% price increase!
Container grabbing has begun again? Inspiring shipping stocks "sea to empty" airlines also benefited
航商回收貨櫃要求收"占櫃費" 等同漲價63%! 搶櫃又開始?激勵航運股 "海轉空"航空也沾光｜非凡財經新聞｜20240102
https://m.youtube.com/watch?v=U57tzQf25V8


MAP OF THE DAY: Sometimes, a picture is worth a thousand words.
Container ships heading toward Europe and/or North America, with almost all avoiding the Red Sea (red). More than two weeks after the launch of US-led 'Prosperity Guardian', the Houthis still rule in the Red Sea.

https://twitter.com/JavierBlas/status/1 ... 5836475775

[behappyalways]

The Red Sea is tense!
Trans-Pacific rates may jump to highs in 2022...
Voyages will be 10 days longer, global supply chains will be disrupted, etc.

紅海緊張！跨太平洋費率恐跳至2022年高點...航程多10天全球供應鏈剉咧等｜非凡財經新聞｜20240111

https://m.youtube.com/watch?v=LV7eDNiBNgo

[behappyalways]

There is turmoil in the Red Sea, Yemen rebels are a terrorist organization!
The nightmare of broken links is coming again?
Shenzhen cargo ships have been empty for 6 days this month.
Industry operators: European ships can’t get through!

紅海騷動葉門叛軍列恐怖組織! 斷鏈惡夢再起?深圳貨船本月已6天空班 業者:歐洲船過不來!｜非凡財經新聞｜20240118

https://m.youtube.com/watch?v=61wpjzqA3OY

[behappyalways]

The Red Sea is tense again...freight rates are set to rise!? Shipping stocks set sail, Yumin surged more than 6%. Container stocks rose more than 2%

紅海再緊張...運價漲定了!?航運股揚帆 裕民勁揚逾6%.貨櫃三雄漲逾2%｜非凡財經新聞｜20240220

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

[behappyalways]

February is the strongest month for bulk shipping!
Daily rents for capesize vessels soar to a 15-year high.
There is no solution to the Red Sea problem!
The North American line’s contract renewal in May may lead to a price tug-of-war

散裝航運最強2月!海岬型船日租金飆15年新高 紅海問題無解!北美線5月換約恐陷價格拉鋸｜非凡財經新聞｜20240226

https://m.youtube.com/watch?v=3pyyGtfzwIA

[behappyalways]

War. Warming. New environmental regulations. Huge shortage of ships.
BDI soared to a new high in the past two months.
The bulk shipping fleet will see hundreds of ships in the future.
Huiyang is also optimistic about being a "big winner".

戰爭.暖化.環保新規.大缺船 BDI狂飆近2月新高 裕民喊出散裝船隊未來上看百艘 慧洋也被看好"大贏家"｜非凡財經新聞｜20240305

https://m.youtube.com/watch?v=eMGPcJE0iew

[behappyalways]

Red Sea conflict drags down!
Suez Canal trade volume drops by 50% year-on-year;
Panama Canal drought causes ship tolls to soar 8 times

紅海衝突拖累!蘇伊士運河貿易量年減達5成 巴拿馬運河乾旱 船隻通行費飆8倍｜非凡財經新聞｜20240313

https://m.youtube.com/watch?v=WbyZ0ODO354

[behappyalways]

Container freight rates will increase significantly in April!
Evergreen and Yang Ming impose surcharges, causing "Asia-North America" ​​freight rates to soar by up to 50%

貨櫃運價4月大調漲！長榮.陽明加徵附加費 "亞洲-北美"運價最高飆5成｜非凡財經新聞｜20240321

https://m.youtube.com/watch?v=Jg1JaOoBP94