SEA-INTELLIGENCE data shows that 435
sailings have now been
scrapped on various container shipping trade routes, indicating that demand has so far dropped by
seven million TEU this year.
What is interesting to note is
that over the past six weeks, the CCFI contract rate index is 11 per cent
higher than at the same period last year - despite the drop in both demand and
collapse in oil prices. The decrease in the overall index since the Chinese
Lunar New Year is in line with normal seasonality.
Also noteworthy is the different
approach that the major ocean liner alliances have taken to blank sailings.
Typically, the 2M alliance between Maersk
Line and
Mediterranean Shipping Company (MSC)
along with THE
Alliance announce void
sailings ranging usually to the end of the second quarter and then supplement
these with a few additional blank sailings tactically as the situation evolves.
Ocean
Alliance, on the other hand,
announces blank sailings for a shorter period into the future and has not yet
announced much for the latter part of Q2. As an example on the transpacific,
the three alliances have each blanked 17-24 per cent in weeks 15-21. However,
for weeks 22-27, the 2M and THE Alliance have blanked 19-21 per cent, whereas
Ocean Alliance at this point has withdrawn only six per cent.
However, more shelved sailings
are expected to come from the Ocean Alliance in the second quarter in light of
the worsening economic fallout from the Coronavirus pandemic.
Source : HKSG.
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