Shipping Industry 06 (Mar 22 - Dec 24)

[behappyalways]

European demand continues to be weak!
The two shipping giants have cut flights between Asia and Europe before the end of the year.
The imbalance between supply and demand is serious and freight rates are difficult to reverse!?

歐洲需求續疲弱!海運雙巨頭砍年底前亞歐線航班 供需失衡嚴重運價難扭轉!?｜非凡財經新聞｜20231012

https://m.youtube.com/watch?v=oTqTymwc8Uo

[behappyalways]

Goldman Warns About Shipping Recession As Consumer Sputters
https://www.zerohedge.com/markets/goldm ... r-sputters

[behappyalways]

There's always a boom somewhere!! Thanks China

PBOC Liquidity vs Asia Pacific Shipping Activity

https://twitter.com/crossbordercap/stat ... 0085335490

[behappyalways]

World's Biggest Shipper Cuts 10,000 Jobs, Warns Of Subdued Global Trade
https://www.zerohedge.com/markets/world ... obal-trade

[behappyalways]

Pessimistic view on shipping?
Maersk predicts layoffs of more than 10,000 people
Yangming Du Shuqin: Container ships are expected to make money this year, layoffs are a bit harsh
Taiwan Hua Yan Yicai: no longer overweight shipping stocks

海運悲觀?馬士基預告裁員破萬人 陽明杜書勤:貨櫃船今年有望賺錢 裁員有點苛刻 台驊顏益財:不再大量加碼航運股｜非凡財經新聞｜20231106

https://m.youtube.com/watch?v=TBNC_Ss1axA

[behappyalways]

Ocean Carriers’ Race to the Bottom Hits Earnings
https://gcaptain.com/ocean-carriers-rac ... -earnings/

[behappyalways]

Shipping shifts from jackpot to job cuts after US$364 billion boom
https://www.businesstimes.com.sg/compan ... llion-boom

[behappyalways]

Cutting flights to save the market!
Global shipping companies withdrew 35% of their shipping capacity in November, the most from Asia to Europe.
Shipping supply and demand are out of balance!
Bulk ship supply has seen negative growth for the first time in 30 years.

砍班救市!全球航商11月撤35%運力亞歐線最多 海運供需失衡! 散裝船供給量30年首見負成長｜非凡財經新聞｜20231113

https://m.youtube.com/watch?v=t1tq25z7Gmg

[behappyalways]

Multiple infectious diseases are on the rise!
Bulk ships in China are scrambling for space.
Freight prices are rising.
The epidemic is resurgent in China!
Shipping companies are worried about the nightmare of space grabbing.
Taiwan Airlines’ response has little impact.

多種傳染病齊發! 中國境內散裝船爆搶艙.運價看漲 中國疫情再起! 航商憂搶艙惡夢 台航回應影響不大│記者 李孟珊 徐國衡│【國際大現場】20231128│三立新聞台
https://m.youtube.com/watch?v=INBC8F2PLnQ


Failure of Rate Increases Points to Tough Times Ahead for Ocean Carriers
https://gcaptain.com/gri-failure-ocean- ... s-trouble/


“Those older contracts will largely be replaced in the early part of next year and carriers will be left exposed to the current weak market,” she pointed out.

“We can be absolutely certain the new contracts will be signed at much lower rates than those signed at this time last year, so if carriers are already reporting losses, what are they going to be next year? We could be talking about extremely big numbers.”

Container lines could face catastrophic losses in 2024
https://www.seatrade-maritime.com/conta ... osses-2024

[behappyalways]

The spillover from the Israel-Gaza war threatens the Red Sea, the global shipping route.

以哈戰爭外溢 威脅全球航線要道紅海 美領軍對抗 TVBS文茜的世界周報-歐洲版 20231223

https://m.youtube.com/watch?v=-x5Ws_F8nLo