Regarding the container shipping market this year, Yan Ming said that the market's changes this year can be seen in three key indicators. First, according to a recent interview with the IMF and CBS, the world continues the Russia-Ukraine war.. In 2023, inflation and rising interest rates. Great uncertainty, such as the spread of the new coronavirus infection (Corona 19), can affect the global economy.
Second, supply and demand in the market are changing rapidly, making it difficult to understand the overall development in 2023. uncertainties such as the continued development of the Russian-war Ukrainian market; Third, demand recovery has been delayed due to the epidemic in mainland China, supply chains have been disrupted by labor shortages, and factories tend to close early on holidays to deal with the impact of reduced orders.
On the favorable side of the market, IMO has introduced new environmental protection regulations in 2023, which may affect the speed and number of vessels. Second, after the embargo on mainland China is lifted, port operations are less constrained while export and import demand is still very low due to the further recovery of the economy to meet economic development targets. many expectations.
According to Alphaliner's supply and demand forecast for this year, the tonnage growth rate of container ships is 8.2%, and the demand growth rate is 2.7%. A new ship in terms of cargo capacity.
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