Drewry said that with the recent rapid proliferation of Omicron, the risk of supply chain disruption and market volatility will remain high in 2022, and the scenarios that have occurred in the past year seem likely to repeat themselves in 2022. Therefore, they expect that the turnaround time will be extended, and ports and terminals will be further congested, and they recommend that cargo owners be prepared for more delays and continued high transportation costs.
Maersk: In the first quarter of 2022, 40-feet containers will be in short supply As demand remains strong and there is a large backlog of orders, Maersk expects that the export market will continue to be saturated.
It is expected that the supply of 40-feet containers will be insufficient, but there will be a surplus of 20-feet containers, especially in Greater China, where there will still be container shortages in some areas before the Lunar New Year. Delays in shipping schedules will cause a drop in capacity, so the space during the Lunar New Year will be even tighter. Overall import demand is expected to remain at a roughly equivalent level.
Due to delays in shipping schedules, capacity will continue to be restricted, and Maersk expects that space will remain very tight during the entire Lunar New Year.
Among the 545 scheduled voyages on major trans-Pacific, trans-Atlantic, Asia-Northern and Asia-Mediterranean routes, 58 voyages were cancelled between week 52 and the third week of next year, with a cancellation rate of 11%. Suspended flights and jumped ports before the Spring Festival, tight spaces, and interrupted capacity are common
150 voyages to West America;31 voyages in the East of the United States;19 voyages in Northern Europe;19 voyages in the Mediterranean.From the perspective of alliances, the alliance has 67 voyages, the ocean alliance has 33 voyages, the 2M alliance has 38 voyages, and other independent routes have 81 voyages. According to Drewry’s current data, during this period, 66% of blank voyages will take place on the trans-Pacific eastbound trade route, mainly to the west coast of the United States. According to the data summarized by the easy sailing schedule as of December 21st, a total of Asia to North America/Europe routes will be suspended from December 2021 to January 2022 (that is, the first port will depart from the 48th to 4th week in a total of 9 weeks). 219 voyages, of which:
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Source : Bolly Inside
