Useful correctives on Transpacific shipping data from 8.25. Eg:
-Compare data year on year not week by week
-blank (cancelled) sailings are normal (but now rising)
-different effects on JIT chains which are going to be in trouble and goods which can be preordered and will have a few weeks’ cushion
-Compare data year on year not week by week
-blank (cancelled) sailings are normal (but now rising)
-different effects on JIT chains which are going to be in trouble and goods which can be preordered and will have a few weeks’ cushion
Reposted from
What's Going on With Shipping (Sal Mercogliano)
What the Ship! (Ep 123)
1️⃣Flag Hopping of Shadow Fleet
2️⃣EU Demands to see your Ship Insurance
3️⃣Transpacific Trade
▶️Are US Ports Empty?
▶️Are Ships from China Empty?
4️⃣ COSCO Shipping & US Port Fees
5️⃣ IMO & Decarbonization Tariffs
H/T Lloyd's List
youtu.be/C_DCKW2DzWM
1️⃣Flag Hopping of Shadow Fleet
2️⃣EU Demands to see your Ship Insurance
3️⃣Transpacific Trade
▶️Are US Ports Empty?
▶️Are Ships from China Empty?
4️⃣ COSCO Shipping & US Port Fees
5️⃣ IMO & Decarbonization Tariffs
H/T Lloyd's List
youtu.be/C_DCKW2DzWM
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