CONTAINER
shipping consultancy Sea-Intelligence has warned that the dire shortage of empty
containers in key locations, especially in Asia, could persist into at least
February, and possibly beyond.
In
its latest Sunday Spotlight, the consultancy
analysed the situation by modelling the overall state of the market based on
high-level regional data.
Alan Murphy, CEO of Sea-Intelligence, said the largest
problem in container shipping right now - the dire shortage of empty containers
in key locations, especially in Asia - is "driving spot rate markets to
historical highs, and it is what is causing significant grief to shippers
looking to get their product moved in a timely fashion."
He
noted that the question with the highest priority for everyone in the industry
is: when will the equipment shortage be resolved?
To
get the answer, Mr Murphy said they carried out an analysis based on 4
different strategies available to the carriers, to potentially resolve the
empty container shortage: (1) do nothing about the container shortages; (2)
aggressively reposition empty containers on the export legs into Asia; (3)
injection of newbuild containers to ease the burden; and (4) carriers
aggressively reposition containers and have an injection of container
newbuilds.
"The
only scenario in which there is a prospect of resolving the problem in January
is the one where carriers both procure new containers, as well as reposition
aggressively," Mr Murphy said, adding "this is exactly the strategy
that carriers are currently pursuing. However, this strategy causes significant
problems for back-haul shippers.
"The
market is thus faced with a stark choice - either the carriers pursue the
current strategy, and there is the possibility of resolving the container
shortage during January, or the carriers reduce their aggressive repositioning
strategy in order to serve back-haul shippers, but then the consequence is that
the empty container shortage problem will persist into at least February, and
possibly beyond."
Source
: HKSG.
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