Supply Chain Research

Supply Chain Edge: ONE’s big target, Taiwan’s quake, solar’s eclipsed

April 5, 2024

• In new research this week, we take a deeper look at the supply chain impact of the Francis Scott Key Bridge disaster in Baltimore, looking at how shipping routes are healing around the disruption, as well as detailing the effects in the automotive, construction equipment and coal sectors. El... Read more →

Cosco Shipping drives China’s shipyards ahead while KSOE faces cost inflation

July 26, 2021

The global shipbuilding industry has entered a period of booming orders as container shipping firms aim to meet elevated demand and improve their environmental profile. The process is long and expensive, shown by Cosco Shipping’s $1.50 billion order for 10 container ships that will be delivere... Read more →

Q3’21 Outlook: The fallout from underinvestment in logistics

July 5, 2021

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

China winning boat-building book as Japan resorts to tax breaks

May 21, 2021

The shipbuilding industry faces a mixture of near- and long-term challenges. Competition remains fierce with the Japanese government offering incentives to the sector as restructuring continues, most recently between Tsuneishi Shipbuilding and Mitsui E&S Shipbuilding. Japanese exports of compl... Read more →

Earth Day commitments flag need for decades of change in ocean shipping

April 22, 2021

The global shipping industry is in the midst of an upswing in orders for new vessels, with HMM expected to place an order for 156,000 TEUs of capacity by mid June and China’s shipyards having received 10.4 million dryweight tons in the month of March. The latter was the largest for a single mo... Read more →

Shipbuilding rides rising tide on container demand, emissions needs

March 24, 2021

The shipbuilding sector is experiencing a revival in orders as container-lines including ZIM Shipping and Wan Hai look to build out their market share and as others look to replace older vessels with more efficient, lower carbon-emitting models. Chinese shipyards received 4.88 million dry weig... Read more →

ZIM Shipping, Maersk plot greener course for shipbuilders

February 18, 2021

The shipping industry is starting to get serious about reducing greenhouse gas emissions. The International Maritime Organization is set to apply a five-tier rating system for vessels from Oct. 2022 that could start to phase out the dirtiest ships. The use of liquefied natural gas as a fuel fo... 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 →

2021 Outlook: Time to pay the pipers – Logistics issues

January 5, 2021

The logistics industry enters 2021 in a state of imbalance that has led global benchmark container rates to reach $3,561 per FEU on Dec. 18 from $1,660 per FEU on Sept. 30. Existing system congestion could take months to clear while the specter of regulatory intervention hangs over the sector ... Read more →

Deals, demand and orders – what you missed over the holidays

January 4, 2021

Panjiva Research’s motto is that “supply chains never sleep” and that’s certainly been true during the 2020 holiday season. This report provides an overview of key events since Dec. 24 covering policy, trade economics, the logistics sector and supply chain operations. The EU and U.K. signed a ... Read more →

Supply Chain Research

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