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Tuesday, 13 May, 2025

SHIPPERS/CONTAINER PRICES:

SHIPPERS/CONTAINER PRICES: SCMP article flagging the “surge in rates” story.

– “The 90-day truce is expected to trigger an immediate surge in demand for container shipping”
– “The wave of demand will be even more intense due to the fact that many companies already have significant backlogs of goods ready to ship”
– “US ports are likely to start feeling the effects of a surge in shipments three to six weeks from now – bringing with it a substantial risk of bottlenecks and delays”
– “The volume rebound will coincide with the traditional summer peak season, with freight rates set to surge as a result”
https://www.scmp.com/economy/china-economy/article/3310118/shipping-demand-set-explode-firms-rush-exploit-us-china-tariff-pause?module=top_story&pgtype=homepage
{CFIA Index GP <GO>}
MAERSKB solid after huge rally yesty. DSV DC pushing on. KNIN SW testing prior session high…. Seeing buyers of CLARKSON (CKN LN) again – now +30% from last week’s warning lows

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