Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

Armed conflict, strike, water shortage in canal, global shipping hit black swan
武裝衝突.罷工.運河缺水 全球海運撞黑天鵝｜方念華｜FOCUS全球新聞 20240612‪@tvbsfocus
https://m.youtube.com/watch?v=JrUM4vYGUro


Red Sea Diversion Causes Congestion At World's Busiest Port
https://www.zerohedge.com/markets/red-s ... siest-port

[behappyalways]

Escalating Red Sea Attacks Drive Up Vessel Insurance Costs
https://www.zerohedge.com/commodities/e ... ance-costs

[behappyalways]

SCFI has risen for 11 consecutive months and hit a 22-month high.
Freight rates on the U.S. line have increased by more than 3%.
The Red Sea cannot go back!
Star's "epic port congestion" port utilization rate is 90%

SCFI連11漲續創22個月高 美國線運價漲逾3% 紅海回不去! 星"史詩級塞港"港口利用率9成｜非凡財經新聞｜20240621

https://m.youtube.com/watch?v=TjcHc50f9qw

[behappyalways]

Seaborne Trade Set For Largest Increase Since 2010 After Red Sea Crisis
https://www.zerohedge.com/commodities/s ... e_vignette

[behappyalways]

Hard to find in a cabinet is back!
"Freight rates are at a 2-year high".
The three major container companies hit the 100 billion mark in Q3.
Is the stock price turning green?
Expert: There is a chance to make up for the increase

一櫃難求又來了！"運價奔2年高"貨櫃三雄Q3叩關千億 股價反綠？專家:有機會補漲｜非凡財經新聞｜20240701

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

[behappyalways]

BDI does not fall into Huiyang’s first half EPS of 4.31 yuan!
The Red Sea crisis has tightened ship dispatching...
Freight rates have reached a "quarterly high" in Q4

BDI不墜慧洋上半年EPS 4.31元！紅海危機船舶調度吃緊...運價喊至Q4"季季高"｜非凡財經新聞｜20240704

https://m.youtube.com/watch?v=cvoD8B8vrp0

[behappyalways]

The peak season is a blessing for the capesize ship, the "King of Gold Attractors"!
Is SCFI alone in Europe after rising continuously?
Experts are still optimistic about rigid demand

旺季加持海岬型船"吸金王"！SCFI連漲歐洲線獨憔悴？專家仍看好剛性需求｜非凡財經新聞｜20240710

https://m.youtube.com/watch?v=2ZDSfnYtd1E

[behappyalways]

The Red Sea crisis continues to block the port and is difficult to solve.
The shipping situation of all shipping merchants is still tight.
Zheng Zhenmao reveals the "biggest variable" in the industry.

紅海危機持續塞港難解 航商全船出動運況仍吃緊 鄭貞茂曝產業"最大變數"｜非凡財經新聞｜20240711

https://m.youtube.com/watch?v=Zg-9vfN3OQA

[behappyalways]

#Supply chain issues remain. The #Baltic Dry Index has basically DOUBLED year/year.
https://x.com/RBAdvisors/status/1811809707058700713

[behappyalways]

Online shopping is prevalent!
Sea express delivery volume can expand rapidly to reach 20 million pieces per year.
Are there signs of loosening in high freight prices?
Experts list 4 major observation indicators including beauty selections

網購盛行!海運快遞量能急劇擴大年拚2千萬件 高運價有鬆動跡象?專家列美選等4大觀察指標｜非凡財經新聞｜20240717

https://m.youtube.com/watch?v=h9c9pN_38Po