原文传递
Suez Canal: Box lessors in sweet spot
| 题名： | Suez Canal: Box lessors in sweet spot |
| 正文语种： | eng |
| 作者： | Patrick Burnson |
| 摘要： | In the world of global supply chain container leasing, the Suez Canal catastrophe of last spring may be ah example of an ill wind that blows nobody any good. A recent report issued by investment banking firm KBW, a Stifel Company, explains to what degree the disruption has driven demand for containers. "Broadly speaking, disruption to containerized trade is a net positive for the container lessors as it drives a need to add containers to global shipping fleets to address shortfalls from the disruptive event," says Michael Brown, managing director of equity research at KBW. Brown notes that, most recently, the effects of the disruption have played out in the West Coast ports. For example, Long Beach has seen wait times for ships of up to 21 days due to the combo of supply chain disruption, high demand for consumer goods, and labor shortages. In the Suez, the compounding effect is due to the unwinding of the logjam and then the subsequent delay in getting containers back to Asia to pick up new goods. Shifting to trade lanes around Africa also results in longer shipping times, and thus is a disruption to supply chains. "The disruption is a modest positive for the lessors," says Brown. "Traditionally, to meet disruption such as this, shipping lines would pick up containers in China to meet export demands there-a need that the lessors would often address. The challenge in the current market is that the tight supply conditions make it hard for the lessors to realize the opportunity. Utilization rates are near maximum levels and container factories are booked out through July." |
| 出版年： | 2021 |
| 期刊名称： | Logistics Management |
| 卷： | 60 |
| 期： | 6 |
相关文献
- C-CLASS HITS THE SWEET SPOT IN FINANCE AND QUALITY
- Rails increasingly in sweet spot as trucking capacity crisis hits peak season
- Toward 2025 - helping dealers hit the ‘sweet spot’
- LMS Update: Expanding into networked labor management
- Marine Inland Fabricators Finds Market Sweet Spot
- LMS Update: Expanding into networked labor management
检索历史
应用推荐
