When the epidemic subsides, can global shipping prices and formats return to 2019? Can the US gateway port congestion problem be alleviated? Han Jun, chief analyst of China Securities Communications and Transportation, analyzed the "sea shipping anomalies" that occurred under the epidemic. Han Jun first believes that even if the epidemic subsides and vaccines are fully available, he does not believe that the efficiency of the United States will be greatly improved: Some endogenous and structural issues in the United States are the key, such as workers’ willingness to work and workers’ protection issues. "The port plug problem is more positively related to domestic demand in the United States, and the current external demand is still strong. If the U.S. port plug problem is not alleviated from February to April 2022, When the peak season arrives in the second half of the year, the congestion of US terminals may become more and more serious, and it will not be fundamentally alleviated even by the end of next year. "Secondly, this epidemic has indeed changed the global consumption pattern. In the future, the scale and volume of global e-commerce may increase faster and faster. The current high shipping prices are not the norm, but if they are expected to return to the level of 2019, the industry believes that the probability is extremely low. "Therefore, the current market prices are not entirely the result of bid up. We should avoid forming such a conclusion. On the one hand, the price increase is driven by the real difference in supply and demand in the market. On the other hand, the cost of ship rental and the cost of empty container transportation have also risen several times or even more than ten times. "
Post time: Dec-24-2021