Shipping news

[Behappyalways]

1 in 5 container vessels globally is waiting outside a congested port -of which 27.7% in China
https://www.hellenicshippingnews.com/1-i...-in-china/

[Behappyalways]

Get Ready For The Next Supply Chain Shockwave
https://www.zerohedge.com/markets/get-re...-shockwave



OOCL’s revenues skyrocket amid container volume decline
https://container-news.com/oocls-revenue...e-decline/

[Behappyalways]

You can start watching from 6:00

航海王繼續旺！陽明海運董事長鄭貞茂解析 斷鏈、通膨、戰爭與塞港【工商財經周報】
https://m.youtube.com/watch?v=DBOMm8_04ls

[Big Toe]

Very clear explanation from Yang Ming Boss and I agree with his views. Supply will sort itself out over time, and much more predictable than demand. Demand is too dynamic, complex and fast-changing. The trick is not to predict with great accuracy the demand but to manage supply and be prepared for different scenarios. This strategy can be used as well for stock picking/investment. I personally use this strategy. Yang Ming is a multi bagger and a clear beneficiary of the pandemic.

[Behappyalways]

Maersk says shipping boom will stabilise in H2, revises up profit guidance
https://www.reuters.com/business/maersk-...022-04-26/

[Behappyalways]

Bigger Mess Than Last Year" - Global Supply Chain Crisis Could Emerge By Summer
https://www.zerohedge.com/markets/bigger...rge-summer

[Behappyalways]

Asian shipyards contend with spiralling steel plate costs
https://splash247.com/asian-shipyards-co...ate-costs/

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航海王炙手可熱! 長榮Q1爆賺超過1千億元 EPS達19.16創下單季新高 海運一哥驚人預測! 馬士基:下半年成長將放緩｜記者 李雯珂 楊超丞｜【台灣要聞】20220506｜三立iNEWS
https://m.youtube.com/watch?v=faWZ2zCciBc

[Behappyalways]

"船運榮景Q1觸頂"赫伯羅特暗示H2運價恐驟減...貨櫃三雄軟腳重挫逾3%｜非凡財經新聞｜20220516
https://m.youtube.com/watch?v=-nbpn9FXxN0

[Behappyalways]

Shipping Stocks Crash After JPM Points To Latest Freightwaves Recession Alert
https://www.zerohedge.com/markets/shippi...sion-alert

Shanghai port congestion returns to normal
https://container-news.com/shanghai-port...to-normal/