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Four gold medals protect the body of the container shipping industry, the third quarter freight rates are expected to surge higher

2023-08-01 09:53:39

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The industry pointed out that the "El Niño phenomenon caused by the Panama Canal drought, the global shipping companies to reduce the cabin, cargo volume stabilized this season, the green shipping decree fermentation" four major gold medals, will continue to push up the container tariffs, industry insiders pointed out that the short-term U.S. West will be expected to return to the United States 2000 U.S. dollars per FEU, U.S. lines can be expected to break through the 3,000 U.S. dollars.

Container shipping-related practitioners expect that freight rates may rise again in August, in addition to the previous Maersk shouted up the European line, North America's U.S. West, U.S. East will also be synchronized to push up.


Among them, because of the El Niño phenomenon led to the Panama Canal suffered the most serious drought in history, will become a major contributor to the U.S. East route tariffs. Industry insiders pointed out that, because of the daily navigation of the channel in addition to container ships and bulk carriers, so less is included in the container ship tariff impact factors. But because the Panamanian authorities control the draft depth of the ship, resulting in each pass container ship capacity will be cut in half, so the industry estimates that the daily impact of the capacity of the fear of more than 30,000 TEU, sailing to the U.S. East of the capacity of the fear of a million TEU per month, and therefore may become a key factor in the price of the U.S. East of the push up.

 

 


Global big cabin reduction, according to Alphaliner information, in June Asia to North America line weekly cabin reduction has come to 23.3%, global large shipping companies Maersk, Duffy, etc. announced one after another to raise the August European line tariffs, to the recent tariff estimates, or about 40%, last week, spot tariffs have been the first to rise by 30%, the industry believes that the European line in August is expected to return to more than 1000 U.S. dollars.


As for the volume of goods, the forwarder pointed out that although the traditional peak season of shipping delayed, but from the recent pull up the volume of kinetic point of view, really feel the slow warming of the situation, although the terminal demand is unlikely to return to the epidemic under the outbreak of the situation, however, it should be noted that the U.S. economic growth is better than expected, coupled with the fourth quarter of the European and American festivals, the demand for back-to-school business opportunities are still driven by the part of the pull up the volume of goods force, the peak season does have a gradual The peak season does have a gradual trend of molding.


Green regulations, not only recent tightening and even continued fermentation, industry insiders pointed out that the EU recently passed the Shipping Green Fuel Agreement, and the shipping industry will be included in the European Union Emissions Trading System (ETS) from 2024, showing that the future of the old ships out of the speed of accelerated, resulting in the capacity to continue to shrink more than originally expected.

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