BDRY News and Press, Breakwave Dry Bulk Shipping From 06/07/22

The fundamentals for lumber, like a lot of commodities, had been favorable. Supply bottlenecks and persisting pandemic plight would limit how much production could make it to market, inelasticity taken for granted as somewhat permanent/durable, thereby constantly susceptible to what other...

With the war in Ukraine and China’s zero-Covid policy, delays and prolonged supply bottlenecks are defining this year’s world trade outlook. Yes, demand is softer, notably from China but the backlog is such that supply chains will remain strained for the rest of the year...

Plans to relocate manufacturing operations to a second or third country could prove costly and complex in face of realities of the pandemic era. Reshoring of operations needs to consider a variety of challenges from infrastructure to availability of skilled workforce and rising wages ...

Congestion levels at ports in mainland China have increased between 30-40% since March. High rates on shipping routes departing Asia combined with port delays incentivises carriers returning with empty containers. Governments and others looking at ways to discourage ships operatin...

Capesize market has the most upside potential over the next few months, which will be one of the main drivers for the strength in the dry bulk market in the near term. Ratio between Capesize and Panamax earnings became more than 1.0 times or Capesize rates became higher than Panamax r...

The effects of COVID-19 were truly felt well into 2020 both in Australia and across the region. Major projects were cancelled or deferred with companies reducing their workforce as energy demand nosedived and prices were battered. The Latin America outlook for 2022 is a positive one a...

Global growth in container shipping is expected to slow to 3% in 2022. Disruption in supply chains should persist amid the war in Ukraine and lockdowns in Shanghai. Consequently, squeezed capacity and elevated tariffs won’t be over before 2023. For further details see...

The shipping sector faces another extraordinary year, with ongoing supply chain frictions and the reshaping of routes in dry and liquid bulk markets following the war in Ukraine. Trade growth will be limited, but longer distances are a mitigating note and LNG shipping will benefit. ...

Relief may be in sight for some parts of the supply chain. And we could see things normalize later this year. Recent data from the ports of Los Angeles and Long Beach indicate some relief, as the vessel backlog has declined meaningfully. In addition, ships are unloading faster. Th...

Logistics companies are beneficiaries of ongoing supply chain issues. Throughout the pandemic, supply chains were restricted as factory production faltered under lockdowns and quarantines. Food shortages and high energy prices are two immediate areas of concern as the long-term gl...