Shipping Industry 07 (Jul 24 - Dec 27)

Re: Shipping Industry 06 (Mar 22 - Dec 25)

Postby winston » Tue Oct 14, 2025 11:17 am

US, China to roll out tit-for-tat port fees, threatening more turmoil at sea

By Liz Lee & Lisa Baertlein

Analysts expect China-owned container carrier COSCO to be most affected, shouldering nearly half of that segment's expected US$3.2 billion (RM13.52 billion) cost from those fees in 2026.

China hit back last week, saying it would impose its own port fees on US-linked vessels from the same day.

Jefferies analyst Omar Nokta noted that 13% of crude tankers and 11% of container ships in the global fleet would be affected.

Administration officials hours later warned that countries voting in favour of a plan by the United Nations' International Maritime Organization to reduce planet-warming greenhouse gas emissions from ocean shipping this week could face sanctions, port bans, or punitive vessel charges. China has publicly supported the IMO plan.


Source: Reuters

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Re: Shipping Industry 06 (Mar 22 - Dec 25)

Postby behappyalways » Fri Oct 31, 2025 12:52 pm

US, China to suspend reciprocal port fees by one year
https://www.theedgesingapore.com/news/g ... s-one-year


The strongest shipping fleet in the market!
One Piece rises 3% or more;
Wan Hai and AVIC light up;
US-China reconciliation brings three major benefits to shipping, with freight rates expected to rise by 30%, the largest increase in six months.
大盤最強船隊! 航海王漲3%起 萬海.中航亮燈 美中大和解 海運三利多運價喊漲3成半年最大|非凡財經新聞|20251030
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Re: Shipping Industry 06 (Mar 22 - Dec 25)

Postby behappyalways » Fri Nov 14, 2025 12:52 pm

Despite a lackluster peak season in Q3, the three major container shipping companies still managed to turn a profit, totaling NT$39.4 billion.
Evergreen earned more than one share capital.
The share prices of all three companies rallied.

貨櫃三雄Q3旺季不旺仍賺錢 合計獲利394億 長榮賺逾1個股本 三雄股價齊歡慶|非凡財經新聞|20251113

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Re: Shipping Industry 06 (Mar 22 - Dec 25)

Postby behappyalways » Wed Dec 17, 2025 3:23 pm

Why U.S. Shipbuilding Collapsed — And The Push To Rebuild It
https://m.youtube.com/watch?v=tK_qGDdghHk
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Global Economic Data & News 03 (May 22 - Dec 25)

Postby behappyalways » Mon Dec 29, 2025 1:53 pm

Nations vie for strategic advantages over shipping routes;
Arctic melting sounds alarm bells for humanity.


各國爭航道戰略紅利 北極融冰敲響人類警鐘|秦綾謙|FOCUS全球新聞20251226 ‪@tvbsfocus‬

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Re: Shipping Industry 06 (Mar 22 - Dec 25)

Postby behappyalways » Sun Jan 18, 2026 12:43 pm

Maersk to return to Red Sea as stability improves in region
https://www.theedgesingapore.com/news/t ... ves-region
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Re: Shipping Industry 06 (Mar 22 - Dec 26)

Postby behappyalways » Sat Jan 31, 2026 5:14 pm

BCI surges 22% as bulk carriers surge;
Yumin and AVIC briefly signaled strong demand for bulk commodities!
West African iron ore shipping supports freight rates.


BCI飆漲22% 散裝船隊噴發裕民.中航一度亮燈 大宗原物料強勁需求! 西非鐵礦砂運送撐運價|非凡財經新聞|20260128

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Re: Shipping Industry 06 (Mar 22 - Dec 26)

Postby behappyalways » Tue Feb 03, 2026 3:28 pm

How Arctic Ice Loss Is Reshaping Global Shipping
https://www.zerohedge.com/geopolitical/ ... l-shipping
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Re: Shipping Industry 06 (Mar 22 - Dec 26)

Postby behappyalways » Sat Feb 07, 2026 2:06 pm

Shipping capacity is estimated to increase by 36% within 5 years.
Red Sea shipping resumes ahead of schedule!
Weak US economic data and sluggish demand lead Wall Street to estimate freight rates will fall another 10%.


運力5年內估增36%.紅海提前復航!美經濟數據不佳需求仍疲 華爾街估運價再跌10%|非凡財經新聞|20260204

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Re: Shipping Industry 06 (Mar 22 - Dec 26)

Postby behappyalways » Mon Feb 09, 2026 11:07 am

Maersk cuts jobs, sees drop in earnings as Red Sea reopens
https://www.theedgesingapore.com/news/t ... ea-reopens
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