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April 20, 2022
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- Seminar of the Youth Group of Assagenti on the freight boom
Maritime
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- Analyzed the trend of tariffs in the segments of the
containers, dry bulk and liquid bulk
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 The Youth Group of Assagenti, the association of agents
Genoese seafarers, took stock of the boom in maritime freight in
a seminar in which the increases in
maritime freight rates in the three main segments of the
shipping: the transport of containers, dry and liquid bulk.-
- With regard to the sector of the transport of liquid bulk, it is
it has been noted that this market has suffered two upward peaks for
very different and all exogenous reasons: boycotts, tensions
geopolitics, Covid, war in Ukraine. At the end of 2019 the need
of oil storage on floating ships due to scarcity
in the hold, due to the 2020 IMO emissions adjustment and
several diplomatic incidents - it has been observed -
caused an increase in freight rates to over 300 thousand dollars a day for
VLCC supertankers. With Covid the price of oil is
collapsed, but the race to grab ships to grab
store crude oil, attractive because it is at a low price, but not
consumable immediately. Finally, after a stable 2021, we have
recorded only one other episode of freight, last month, due
to the war in Ukraine, but it was only a phenomenon
regional and that has touched more the Aframax ships than the
larger flow rates. It has also been noted that the
war could create in the long run a situation favorable to the
shipowners, as a temporary closure of a boarding area
induces traders to buy alternative crude from other areas and,
if the alternative crude oil comes from further away, the
application for hold and shipowners will be able to request more freight
High.
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- As for solid bulk, it was
specified that the freight boom is linked to the block
of the logistical gear to which one was accustomed: the just-in-time,
that with Covid it was no longer possible. In addition, the
new techniques related to compliance with the "green" directives
have cooled shipowners' investments in construction
of new ships and the increase in the cost of fuel has influenced
further.
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- Finally, with regard to containerised maritime transport, in the
course of the seminar it was emphasized that they are
verified conditions that had not occurred for a long time in
this market: after the lockdown the world demand is
growth of +9.3% and in 2022 the expected figure is positive
although not at this level. This in the context of
maritime supply chain dysfunctions, with reliability
of the schedules of the departures of the ships that is below
50% for all carriers, whereas previously it was achieved
at 80-90%, and with port terminals that are congested.
An analysis - that of the Youth of Assagenti, like similar ones
of shipowners' organizations and their representatives - which is
presumably will not agree shippers and shippers,
for some time critical of the assessments of the effects of
market conditions on freight formulated by the companies of
navigation.
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- Via Raffaele Paolucci 17r/19r - 16129 Genoa - ITALY
phone: +39.010.2462122, fax: +39.010.2516768, e-mail
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