Supply Chain Research

2024-01-19-sce-rail-opportunities-600x393

Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... Read more →

South Korean shipyards win in December as China suffers setbacks

January 21, 2021

South Korea’s shipyards reportedly won 42.6% of new orders globally in 2020, beating Chinese yards’ 41.2%. A recovery in industry orders hasn’t obviated the need for consolidation though with the merger of Hyundai Heavy Industries and Daewoo Shipbuilding still on track for late H1’21. South Ko... Read more →

Panama Canal misses out on Asia-U.S. trade recovery bonanza

October 15, 2020

The Panama Canal has seen a continued downturn in traffic in the wake of COVID-19 disruptions to global shipping. Total transits fell by 16.5% year over year in September despite a marked surge in global trade volumes. While the Canal offers a faster route to the U.S. east coast from Asia in n... Read more →

Shell, Sempra LNG shipments deflate as Mexican demand drops

June 24, 2020

Liquefied Natural Gas (LNG) demand in Asia is proving slow to recover after COVID-19, leading to cancellations of 40 to 45 deliveries from U.S. exporters in August, a similar number to that seen in July. The sector was already struggling. While U.S. LNG exports climbed 71.0% higher in April co... Read more →

AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports

March 31, 2020

The government of President Andrés Manuel López Obrador may extend restrictions on activity in Mexico relating to the coronavirus outbreak, which in turn could cut natural gas demand according to S&P Global Platts. Mexican natural gas imports had already been in decline, with the value of inbo... Read more →

Terrible End to 2010s For Marine Logistics Employment, Raises Strike Risks

January 13, 2020

U.S. logistics employment ended 2019 on a low note. Payroll growth of 1.0% year over year in December was the slowest rate since Sept. 2010 including a 9.6% slump in rail due to the introduction of precision rail-roading efficiency measures. Employment in the waterborne sector fell by 1.9%, wi... Read more →

MISC, Teekay Won’t Give Thanks as America’s Energy Independence Day Approaches

November 29, 2019

The U.S. may reach full energy independence by Feb. 2020 according to Rystad Energy. The country is also close to becoming a net energy exporter on a 12 month average basis. Imports of energy products were equivalent to just 103% of imports in the 12 months to Sept. 30 compared to 155% in 2016... Read more →

Rising Tide of Shipbuilding Exports Masks Sinking Order Books

November 27, 2019

Consolidation continues in the shipbuilding industry after the creation of China Shipbuilding Group from the country’s two largest shipyard operators, CSIC and CSSC. That follows a similar deal between South Korea’s Daewoo Shipbuilding and Hyundai Heavy. In the short-term the industry appears ... Read more →

Canadian National Rail Strike Brings Opportunity for Oil Shipping

November 26, 2019

The ongoing strike at Canadian National Rail has started to disrupt Canadian exports of commodities, providing an opportunity for marine shipping companies to take market share. Oil is the largest product already shipped by sea to the U.S. from Canada with 25.2 million tons shipped in the 12 m... Read more →

Panama Looks to Suck in More LNG Tankers as Phase 1 Deal Beckons

November 11, 2019

The Panama Canal Authority will double the number of slots made available to LNG tankers to four per day in order to build its share of the burgeoning market. LNG tankers represented 110 crossings in 3Q 2019, up 29.4% year over year. The Suez Canal meanwhile handled 213 crossing over the same ... Read more →

Supply Chain Research

Showing research about Mode - Tanker