摘要: |
Although rates have quadrupled in some cases by the end of 2020, as per information from Clarkson Research, container trade in 2020 shrank by 1.4%, i.e. the lowest rate of increase since 2009.
World-wide demand for consumer goods has recently surged after a rather subdued start to 2020 due to the Covid-19 pandemic. A large proportion of these products come by ship from China and other production centres in the Far East and South Asia. Due to the upturn, containers and slots were in short supply, leading to exorbitant increases in freight rates in the second half of 2020. From November to mid-January alone, freight rates between China and northern Europe increased three- to fourfold. In some cases, bookings of 40-foot containers on the mentioned route cost more than $9000 - instead of $2000 as just a few weeks earlier. The Shanghai Containerized Freight Index (SCFI) is also around four times higher than a year ago, at more than 4000 $/TEU.
Shipping companies are redeploying more container ships that were removed from the market at the beginning of the Covid-19 crisis. Almost all of the world's available container ships are currently chartered out. According to Alphaliner, the total inactive fleet stood at 171 ships for 645,000 TEU at the end of May 2021, thereof 110 ships in or at shipyards for routine maintenance, retrofit, conversion, or any other works. The total idle fleet accounted for 2.7% of the global TEU fleet capacity, in contrast to the record high in May 2020 with 551 ships (2.7 million TEU), representing 11.6% of the global container capacity. |