Comentarii la: Transportul de containere se îndreaptă spre Ziua Apocalipsei? | Scăderea ratelor și a volumelor | Casare în creștere

De: Todd Gilmore

Todd Gilmore — Mon, 09 Jan 2023 15:26:36 +0000

Very interesting, thanks

De: Yoga & Workout at 60 years old

Yoga & Workout at 60 years old — Mon, 09 Jan 2023 14:16:32 +0000

And what about WAN HAI? 2 years ago they bought up container ships.

De: Jim Carlson

Jim Carlson — Mon, 09 Jan 2023 13:12:48 +0000

Thankful I found this channel. Sal’s channel ‘What’s is going on with shipping’, with charts, charts and charts, is full of fun facts all about worldwide international shipping.

International worldwide trade into America is still alive and growing. Thank you Sal for your channel.

De: JJ

JJ — Mon, 09 Jan 2023 03:03:54 +0000

The published container rates are spot rates. I worked forecasting commodity trade, specifically cotton and textiles, for 20 years. All the companies I ever worked with did 80-90% of their shipping volume on annual contracts. These are fixed price agreement. They only use spot rates to cover the variable mounts. Think of the price of basketball game ticket, What you pay 15 minutes before the playoff game has nothing to do will what the season ticket holders paid for those tickets.

No one will tell you what these annual rates are, they have nondisclosure agreements with the shipping companies and consider them trade secrets. From what I have been hearing annual rates are still going up. They never had the big surge that the spot rates saw but more of a steady increase. That will probably level off or decline over the next year or so. But they haven't seen a big decline yet.

De: Frosty

Frosty — Sun, 08 Jan 2023 14:02:16 +0000

By infference from your previous videos, that rather than ship empty containers back to Asia from the US China, and Korea?, were just making more containers. Would that not mean there may be an overabundance of containers sitting around? So should we not see a drop in prices of used containers? Or are there still a pile of empty containers clogging the ports.

I have seen a price drop in decommisioned containers from about Spetember to now, though from two different sources so that is questionable data..

De: stagemn

stagemn — Sun, 08 Jan 2023 13:18:27 +0000

Hi Sal,
It’s been reported that China is posting lower than normal orders. I’ve seen some factories closing for the entire month of January due to both Covid concerns and less orders issued. I think once companies have determined their inventory levels post holiday, we will see what changes happen post CNY. I think there are a lot of companies still sitting on large inventories and we will likely see deep discounts in the retail and e-commerce sectors. Matson has cancelled some of their weekly sailings during CNY. Until the long shoremen and railroad unions come up to contracts, I think we’ll be seeing much of the same as Q4 with east coast ports backed up and LA/LB begging for more traffic.

De: Goatlady7

Goatlady7 — Sun, 08 Jan 2023 12:32:49 +0000

How do you find out what passenger ships are being scraped?

De: Henge

Henge — Sun, 08 Jan 2023 12:11:28 +0000

This sounds for me as businesses as usual for shipping.

De: Lil' Black Duc

Lil' Black Duc — Sun, 08 Jan 2023 04:20:42 +0000

Thank you, Sal...

De: Rohit Das

Rohit Das — Sun, 08 Jan 2023 04:19:54 +0000

Should blank sailings be allowed in container shipping? Isn’t that tantamount to bullying shippers into paying more on actual sailings? I don’t think the airlines are allowed to cancel scheduled flights at will. Why should it be allowed in shipping?