Shipping Industry 06 (Mar 22 - Dec 25)

[winston]

Very bad time for the shipping industry as orders from China plunge

A decline of 21% in total vessel container volume between August and November.

Bracing for delays in the delivery of goods from China in early January as a result of canceled sailings of container ships and rollovers of exports by ocean carriers.

Source: CNBC

https://www.theedgemarkets.com/article/ ... ina-plunge

[behappyalways]

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/

[behappyalways]

Cosco Pulls China-Canada-US Express Service
https://www.zerohedge.com/markets/cosco ... ss-service

[behappyalways]

Container market collapse sees first ships heading for scrap
https://splash247.com/container-market- ... for-scrap/


萬海開第一槍！賣10艘舊船送拆解估可賺9億 貨櫃三雄11月營收雙減 分析師:明年獲利或回穩恐怕較難│記者 李孟珊 蘇耘寬│【台灣要聞】20221212│三立iNEWS
https://m.youtube.com/watch?v=StFY48ec2bg

[behappyalways]

Atlantic Spot Rates About To Collapse
https://www.zerohedge.com/economics/atl ... t-collapse


#三立最新 全球貨櫃輪市場掀最大"拆船潮"! 海運碳排新規即將上路 萬海.長榮接連出售老船 估明年拆船將影響7-10%運能│記者 李孟珊│【國際大現場】20221219│三立新聞台
https://m.youtube.com/watch?v=Qljzh_Xv1bs

[behappyalways]

吃中國解封紅利! 海運春節小旺季有望延長 全球海運啟動最大"拆船潮" 約衝擊1成運能｜非凡財經新聞｜20221219
https://m.youtube.com/watch?v=5RgxuNcM_h0

[behappyalways]

Alarm sounded on low blank sailings for Lunar New Year
https://www.seatrade-maritime.com/conta ... r-new-year

[behappyalways]

Container Shipping’s Idled Fleet Set to Soar Next Year
https://gcaptain.com/container-shipping ... next-year/

[behappyalways]

Probably loss making for those running southeast Asia routes with this level of spot rates

明年歐洲線長約談不攏 亞洲船東擬喊價2千美元跟貨主期待有落差｜非凡財經新聞｜20221226
https://m.youtube.com/watch?v=yGNClgJ3gxs



https://en.sse.net.cn/indices/seafinew2.jsp

[behappyalways]

疫情來首見! 疫情期間貨櫃航運夯 近期卻因運價.租金暴跌 海運業掀"退船潮" 未來恐現價格戰│記者 李孟珊 蘇耘寬│【台灣要聞】20221229│三立iNEWS
https://m.youtube.com/watch?v=6ZQRdzBvxME