Far East Maritime
The traditional government inertia means Hong Kong’s inexorable transition to a transshipment port will continue.

Posted to Far East Maritime by Greg Knowler on 2/2/2012 10:29:33 PM | with 0 comments


As the losses pour in, it is hardly surprising to see container carriers preparing to hit shippers with hefty GRIs.

Posted to Far East Maritime by Greg Knowler on 2/1/2012 4:21:37 AM | with 0 comments


Rail remains the south China port’s best bet as export-producing factories move away from the coast.

Posted to Far East Maritime by Greg Knowler on 1/26/2012 7:03:26 PM | with 0 comments


The greatest threat to Beijing’s Go West initiative is emerging as a lack of water in the parched inland provinces.

Posted to Far East Maritime by Greg Knowler on 1/25/2012 9:01:51 PM | with 0 comments


You don't have to be an accounting guru to predict dismal 2011 results, but China Shipping's expected financials give an indication of the depth to which container carriers can expect to sink.

Posted to Far East Maritime by Greg Knowler on 1/20/2012 2:30:10 AM | with 0 comments


Anger is mounting at the actions by the master of the Costa Concordia, but what if the growing passenger capacity of cruise liners is part of the problem?

Posted to Far East Maritime by Greg Knowler on 1/17/2012 10:14:11 PM | with 5 comments


Container lines appear to have been caught unawares by the most predictable cargo surge in history. Again.

Posted to Far East Maritime by Greg Knowler on 1/13/2012 1:12:38 AM | with 0 comments


It is amazing what you can get for a few billion dollars in south China these days.

Posted to Far East Maritime by Greg Knowler on 1/10/2012 9:44:06 PM | with 0 comments


The implications of a shooting war between Iran and the West don’t bear thinking about.

Posted to Far East Maritime by Greg Knowler on 1/5/2012 9:22:25 PM | with 1 comments


It is hard to have sympathy for factory bosses in the mainland moaning about rising wages.

Posted to Far East Maritime by Greg Knowler on 1/3/2012 11:27:31 PM | with 1 comments


The battle for the Asia-North Europe has begun as shipping lines challenge the dominant position of Maersk Line and the new CMA CGM-MSC partnership.

Posted to Far East Maritime by Greg Knowler on 12/22/2011 8:58:54 PM | with 1 comments


With the departure of Maersk Line’s CEO Eiving Kolding, the new boss will have to be the same as the old boss if he is to successfully implement the vision of his predecessor.

Posted to Far East Maritime by Greg Knowler on 12/20/2011 8:57:23 PM | with 0 comments


The US plans to keep Santa busy, but in Europe the bearded one will probably hunker down with a vat of gluehwein in his home continent come Dec 25.

Posted to Far East Maritime by Greg Knowler on 12/15/2011 7:21:54 PM | with 0 comments


If all the terminal space to be developed in the Gulf is indeed required, world trade will not be in such bad shape.

Posted to Far East Maritime by Greg Knowler on 12/13/2011 8:39:34 PM | with 0 comments


Strong retail sales in the US and Europe are raising prospects of an inventory replenishment drive to buoy orders and give the carriers something to look forward to in the New Year.

Posted to Far East Maritime by Greg Knowler on 12/4/2011 6:46:05 AM | with 0 comments


Beijing’s Go West policy and its pledge to maintain south China ports’ hub status appear to be conflicting strategies.

Posted to Far East Maritime by Greg Knowler on 11/29/2011 11:23:34 PM | with 0 comments


Malaysia’s top carrier has decided to exit the container shipping business altogether, tired of having its profitability dragging on the ocean floor.

Posted to Far East Maritime by Greg Knowler on 11/24/2011 11:27:41 PM | with 0 comments


The number of vessels with a capacity greater than 10,000 TEU that will be delivered between now and December next year has reached epic proportions.

Posted to Far East Maritime by Greg Knowler on 11/23/2011 5:36:21 PM | with 0 comments


If you are unlucky enough to have most of your investment portfolio tied up in Hong Kong-listed shipping stocks you are probably teetering on a ledge somewhere high up and running through various options.

Posted to Far East Maritime by Greg Knowler on 11/18/2011 1:51:51 AM | with 0 comments


US$573. That’s what it cost to ship a 40ft container from Asia to Europe last week, according to the Shanghai Container Freight Index.

Posted to Far East Maritime by Greg Knowler on 11/15/2011 10:34:28 PM | with 0 comments


The tanker market is facing a bleak future as China restates its intention to control the transport of 50 percent of its crude oil needs by 2015.

Posted to Far East Maritime by Greg Knowler on 11/10/2011 7:36:22 PM | with 0 comments


It looks like game over for thousands of mainland manufacturers as a 20 percent hike in the minimum wage coincides with a 30 percent drop in orders.

Posted to Far East Maritime by Greg Knowler on 11/8/2011 9:56:25 PM | with 0 comments


After months of holding back, the inventories of Europe and US retailers must be pretty low by now. Surely it is time for restocking.

Posted to Far East Maritime by Greg Knowler on 11/4/2011 1:29:36 AM | with 0 comments


Wild swings in profitability have become de riguer for an industry lurching between good and bad times, but the bad times appear to be winning.

Posted to Far East Maritime by Greg Knowler on 11/1/2011 11:44:10 PM | with 0 comments


In the chase for market share, the smaller carriers should step back, lay-up and let mounting losses work on the big lines.

Posted to Far East Maritime by Greg Knowler on 10/27/2011 10:46:59 PM | with 1 comments


What is going on in the Asia-Europe trade? Freight rates have fallen to “sell the ships and let’s just go home” levels.

Posted to Far East Maritime by Greg Knowler on 10/26/2011 12:21:49 AM | with 0 comments


After a steady diet of doom and gloom, is it possible that we are heading for positiveland?

Posted to Far East Maritime by Greg Knowler on 10/19/2011 11:48:33 AM | with 0 comments


Getting a giant container ship alongside is just half the job. The loading process is equally important.

Posted to Far East Maritime by Greg Knowler on 10/13/2011 11:59:07 PM | with 0 comments


The US and China are so inter-dependent that a trade war is not in anyone’s best interests.

Posted to Far East Maritime by Greg Knowler on 10/11/2011 11:51:44 PM | with 0 comments


You would think the answer was “when it is a China manufacturer”, but when it comes to trade and Hong Kong’s slice of it, the area starts to get decidedly grey.

Posted to Far East Maritime by Greg Knowler on 10/4/2011 9:00:04 PM | with 0 comments


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