Container counterfactuals: spot market vs time-charters
Spotting the time-charter correction…
Ocean Alliance members CMA CGM, Cosco, OOCL and Evergreen will launch their Day 7 Product network adjustments on 1 January, instead of 1 April, which they say is to coincide with the introduction of the new IMO 2023 ship efficiency regulations.
At first glance, there does not appear to be significant adjustment to the network, other than rotation changes – although, for example, the phasing-in of OOCL’s 24,000 teu newbuilds next year to replace smaller tonnage will spike the VSA’s total ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Tariffs and de minimis set air freight rates on a volatile course
Overcapacity looms for ocean trades – with more blanked sailings inevitable
'To ship or not to ship', the question for US importers amid tariff uncertainty
Comment on this article