Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

US, British Commercial Ships Cautiously Return To Red Sea As Gaza Truce Holds
https://www.zerohedge.com/geopolitical/ ... ruce-holds

[behappyalways]

Sea and air freight are in tatters!
If the Red Sea sailing resumes and the tariff war starts, shipping operators are worried that freight prices will return to their original shape;
The end of the "small tax exemption" in the United States may severely impact air cargo volume.

海空貨運皮皮剉! 若紅海復航.關稅戰起 海運業者憂運價打回原形; 美終結"小額免稅" 恐重挫航空貨量｜非凡財經新聞｜20250204

https://m.youtube.com/watch?v=nO66NXN5LVw

[behappyalways]

The daily charter of the cargo ship is nearly 100,000 US dollars!
Worried about tariffs and "grabbing cargo", Asia shipped 21.45 million TEU to the United States last year, breaking a record

貨船日租近10萬美元！憂慮關稅"搶艙拉貨" 去年亞洲出貨美2145萬TEU破紀錄｜非凡財經新聞｜20250210

https://m.youtube.com/watch?v=d-LRyEdjB3A

[behappyalways]

First LNG-Laden Tanker Transits Red Sea In About One Year
https://www.zerohedge.com/commodities/f ... t-one-year

[winston]

Trump proposes new ship fees to challenge China’s maritime might

By Jenny Leonard & Jennifer A Dlouhy

The Office of the US Trade Representative outlined a plan for fees on Chinese-built ships that transport traded goods as well as mandates requiring a portion of US products to be moved on American vessels.

While the US churns out its own steady supply of warships and Europe leads the world in building cruise ships, global merchant shipbuilding is dominated by three Asian countries: China, South Korea and Japan, which together account for well over 90% of commercial shipbuilding.

China owned 19% of the commercial world fleet as of January last year, and it controls production of 95% of shipping containers.

The US trade representative is proposing several service fees — including a levy of as much as US$1 million (RM4.42 million) — to be charged when Chinese-built vessels enter a US port.

Source: Bloomberg

https://theedgemalaysia.com/node/745458

[behappyalways]

European freight lines are rarely "upside down"!
The spot price is actually lower than the contract price.
Major airlines increased the price of European lines in March.
Are the ceasefire negotiations between Ukraine and Russia long or short?
Yangming: It still depends on the progress of reconstruction.

貨運歐洲線罕見"倒掛"! 現貨價竟低於合約價 主要航商3月拉漲歐洲線挺價 烏俄停火談判多或空? 陽明:還需看重建進度｜非凡財經新聞｜20250220

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

[behappyalways]

SCFI fell 7 times in a row.
The index fell 60%!
Is the US-Western freight rate likely to start with "1"?
CMA CGM is profitable...but more cautious about this year's outlook

SCFI連7跌.指數挫6成！美西運價恐見"1字頭"？達飛海運轉盈...對今年展望卻更謹慎｜非凡財經新聞｜20250302

https://m.youtube.com/watch?v=ap7xwn0Caco

[behappyalways]

Anticipating post-war demand dividends in Ukraine and Russia, competition for iron ore, coal, and aluminum-alumina is on the rise!
Zhengde buys second-hand ships to increase its strength, bulk carriers are rising against the trend

預期烏俄戰後需求紅利 鐵礦砂.煤炭.鋁礬土掀爭奪戰! 正德購二手輪添戰力 散裝業者股海逆勢揚帆｜非凡財經新聞｜20250304

https://m.youtube.com/watch?v=E0SFehbhgV8

[behappyalways]

Trump's 18 ways to support the US shipbuilding industry.
The storm will not affect the three container giants!
Freight rates may rise.
Space orders are transferred.
Evergreen, Yang Ming and Wan Hai. are expected to make money on both ends.

川普18招打紅鏈扶持美造船業 風暴吹不到貨櫃三雄! 運費恐漲.艙位轉單 長榮.陽明.萬海可望兩頭賺｜非凡財經新聞｜20250306

https://m.youtube.com/watch?v=t-43S_Q_a3s

[behappyalways]

Crisis re-emerges!
The Red Sea attack resumes, which may trigger a surge in container freight rates.
Gaza ceasefire! Shipping companies still avoid the Red Sea.
Maersk routes around the Cape of Good Hope in Africa.
Will the Gaza ceasefire take effect? ​​
The shipping industry still has doubts about resuming the Red Sea route.

危機再起! 紅海重啟攻擊 恐引發"貨櫃運價"漲價潮 加薩停火! 航商仍避紅海 馬士基繞非洲好望角 加薩停火將生效? 航運業恢復紅海航線仍有疑慮│記者 林芷綺│國際焦點20250313│三立新聞台

https://m.youtube.com/watch?v=Z48Ki3qPmek