It is reported that the container freight rate of EVA shipping from China to the eastern part of the United States has reached US $17000 / feu. Freight rates will reach a higher level in the next few months. Freight rates in the Pacific region will be affected by the six day delay of the Suez Canal. The impact of the Suez incident is not yet fully apparent, and the impact on the broader supply chain is foreseeable.
Maersk reported that most of the vessels were blocked due to the stranding of vessels in the Suez Canal. Although they have now crossed the channel and resumed navigation, due to the current schedule of vessels is not synchronized, it is expected that there will be equipment shortage and cargo delay. It could take weeks to get the ship back to normal operation, and as the delay in empty containers is already part of the problem, Asian exporters may face further delays and spot interest rates may rise. The Baltic index (FBX) has yet to grow in trade between Asia and Europe, but in the Pacific region, freight rates on the west coast of the United States rose by about $600 a few days before the Easter holiday, from $4534 / feu on March 23 to $5151 / feu on March 26. On April 6, the index rose to $5375 / feu. With the US stimulus plan in place, it is expected that consumer demand will continue to maintain in the foreseeable future. Shippers are currently finalizing annual contracts, and this year's main concern is space, not price. So, "everyone seems to want to increase their MQC," Monroe said. "However, most of the companies will strive for as many contractual commitments as possible from the shipping companies in 2021-2022, and then sign contracts with NVOCC to pay for the transportation volume that the shipping companies cannot afford." This means that with the tightening of shipping space, shippers may rely more on NVOCC, and as the carrier's reservation has reached the end of April, the freight forwarding industry will usher in another bumper year.
"In 2019, NVOCC will account for 44% of the trans Pacific eastbound container transportation market. By the end of 2020, the proportion will be close to 47%. In the first three months of 2021, NVOCC's market share exceeded 52%, "Monroe predicts that this trend will continue. Although the full impact of the Suez Canal blockade has yet to be seen, the pricing of Evergreen's 40 foot box from Yantian to the east coast of the United States can be seen as a barometer of route changes. "You can book a container departing from Yantian on April 15 at this price (US $17000 / feu) on ever fit. Unfortunately, there isn't much time left, so maybe we have to wait. "Monroe said. At the same time, with the deterioration of U.S. multimodal transport and inland container situation, Asian ports have begun to report container shortage, Monroe hinted that the internal supply chain of the United States has been "broken". At the same time, with the arrival of the traditional shipping season of manufacturing enterprises, the situation of "hard to get a box" appears again. Many companies have begun to book less than April. It is gradually easing, but it is still in short supply. It is expected that the problem of "hard to find a box" will not be solved in the first half of the year. It is expected that the peak season of container demand will continue to August and September, because the demand for foreign trade and export will keep growing, and the demand for new and old containers will be very strong.
60 ships concentrated at the port
Now, a large number of super large cargo ships are sailing from the Mediterranean, which is a huge challenge for ship operators. They need to transfer ships as soon as possible and transport them and urgently needed air equipment back to Asia. Having to wait for berths, some vessels will be asked to reduce speed to avoid unnecessary fuel consumption, while others are required to accelerate to reach the berthing window, and the alliance will have to adjust the rotation order of vessels in its loop in order to mitigate the impact of ships on port gathering, while terminal operators warn operators that their capacity is limited. About 60 ships are scheduled to sail from the Suez Canal to Rotterdam on the day of their release. Both Antwerp and Rotterdam have taken a tougher stance than usual in demanding the handling of British cargo at their hubs, fearing that a large number of containers waiting to be unloaded will once again inundate the already overburdened terminals. The port of Rotterdam said, "as the port is expected to have exceptionally high inflows of vessels and goods, it is important to strive for the best balance between rapid circulation and import and export flows."
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