'Not much has changed' at China's ports, despite traditional post-CNY lull
The traditional post-new year (CNY) lull has helped ease China’s port congestion, but cargo backlogs ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The impact of the Tianjin explosions on the supply chain could last for some time, according to this interesting article in the WSJ. While the port has broadly got back to normal, increased regulations and security over the handling of hazardous materials are likely as the Chinese government increases its scrutiny, while there could be a shortage of labour as contamination of the area has forced out residents. Damage to the efficient logistics centre has put a strain on admin, while some blockages on imports continue to mean delays.
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