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Daily Briefing November 29 2022

Russian interference cuts Odesa ports capacity in half, says Ukrainian official | FMC’s Bentzel sees upside in harmonising US data flows | Box lines face hard landing as rates continue slide

Daily Briefing

 

 

 

 

Analysis and Comment

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The Lloyd’s List Podcast: Why shipping’s asset play model may be heading for extinction

Shipping’s traditional business models are not well set up for the race to zero emissions and shipowners may not be in the driver’s seat at all. According to Danish Ship Finance’s latest view from their head of research Christopher Rex, owners will have to get used to making less money from asset plays and more from actual shipping operations. This may be no bad thing for the overall health of the industry

International Sustainability Lloyd's List The Shipping Podcast

Supply chain resilience

Politicians and businesses promised to strengthen and diversify global supply chains in the wake of recent disruptions — yet even if that was possible or desirable, it would be a costly reorganisation of trade lanes built off cheap, efficient logistics
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Supply chain resilience is going to be difficult and expensive

Politicians and businesses promised to strengthen and diversify global supply chains in the wake of recent disruptions  yet even if that was possible or desirable, it would be a costly reorganisation of trade lanes built off cheap, efficient logistics

Shipping seeks resilience as China’s ‘world factory’ position weakens

Should shipping be concerned about supply chain fragmentation? Or will the increasing efforts of developed countries to emulate China’s industrial policy be the major challenge for seaborne trade?

Unravelling tangled container supply chains

Containerised freight supported globalisation by offering cheap, reliable transport. The events of the past two years have shown it to be lacking resilience when most needed

Vehicle carriers profit from capacity constraints

Growing exports of China-made cars together with port congestion in key ro-ro ports have had a knock-on effect in disrupting fixed vessel schedules. This is stretching vessel capacity to the limit, creating significant increases in charter and freight rates

 

The Lloyd's List Podcast

  

 

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