Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

These Are The 10 Busiest Ports In The World, By Cargo Traffic
https://www.zerohedge.com/geopolitical/ ... go-traffic

[behappyalways]

Labor Talks At Major US East Coast & Gulf Coast Ports "Very Far Apart" As Potential Paralyzing Strike Looms
https://www.zerohedge.com/markets/labor ... ing-strike

[behappyalways]

"All airlines make money if SCFI is higher than 2,000 points"!
The profit of the three container heroes will not rise.
The upside depends on the situation in the Middle East.

"SCFI高於2千點航商都賺"！顏益財提1變數 貨櫃三雄利多不漲.上攻要看中東局勢｜非凡財經新聞｜20240828

https://m.youtube.com/watch?v=2MB-haefjRQ

[behappyalways]

Are freight rates bottoming out?
SCFI has fallen by nearly 16% in the past two weeks and the hardest-hit European line has fallen by another 17%.
Experts: It is unlikely to recover before the end of the year.

運價深不見底? SCFI近兩周重跌近16% 重災區歐洲線再挫17% 專家:年底前難見回溫｜非凡財經新聞｜20240915

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

[behappyalways]

Red Sea Maritime Chokepoint Disruption To Persist Into 2025, Top Shipping Exec Warns
https://www.zerohedge.com/markets/red-s ... exec-warns

[behappyalways]

The U.S. East Terminal may be shut down starting from 10/1!
Daily losses are estimated to be nearly 5 billion U.S. dollars.
Cargo is diverted!
The U.S.-West route is congested.
Maersk will charge surcharges starting from 10/21 and Wan Hai will hit the daily limit.

美東碼頭10/1起恐停擺!估日損近50億美元 貨物轉向!美西航線塞爆 馬士基10/21起收附加費 萬海奔漲停｜非凡財經新聞｜20240925

https://m.youtube.com/watch?v=Th_xAXxLZv4

[behappyalways]

The breakthrough came after port employers offered a 62% increase in wages over six years, the WSJ reported citing people familiar with the matter. The new offer, up from an earlier proposed raise of 50%, came after the White House privately and publicly pressed the large shipping lines and cargo terminal operators who employ the longshore workers to make a new offer to the union.

Shipping Stocks Sink After US Port Strike Resolves With Short-Term Deal
https://www.zerohedge.com/markets/us-po ... e-increase


Are ILA longshoremen overpaid?
https://x.com/johnkonrad/status/1840910494116282813

[behappyalways]

The revenue of the three major container companies in September fell by about 20% month-on-month, but the annual growth averaged more than 70%.
They are optimistic about the demand for new and old years to support Q4 cargo volume.
Stock investor Warren Buffett also likes global shipping stocks.

貨櫃三雄9月營收月減20%上下 但年增均逾7成 看好新舊曆年需求撐Q4貨量 股神巴菲特也按讚全球航運股｜非凡財經新聞｜20241011

https://m.youtube.com/watch?v=v0zpjhIdf9w

[winston]

Ocean freight rates from China set to weaken amid waning demand, overcapacity

The outlook is bleak in the next two months as Chinese exports cool and the industry adds record new capacity in 2024

Source: SCMP

https://www.scmp.com/business/china-bus ... pe=section

[behappyalways]

Work reduction is working!
SCFI has restrained its 8 consecutive black declines.
Only the freight rate in the East US dropped by 10% and the peak season surcharge increased... The total profit of container 3 heroes in Q3 challenges 100 billion

減班奏效!SCFI連8黑跌幅收斂.唯獨美東運價跌1成 旺季附加費喊漲...貨櫃3雄Q3總獲利挑戰千億｜非凡財經新聞｜20241019

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