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Introduction of container ships ① Focusing on cargo flow, terminal facilities, and port traffic handling status

Many people who invest in and are interested in the shipping industry must have read a lot of articles about the movement of the SCFI index in 2022 and the profits of a domestic ocean shipping company called HMM. HMM (011200) operates its business by owning bulk carriers and oil tankers. The company, which was about -300 billion in operating profit in 2019, is expected to achieve an operating pr..

Container 2023. 2. 17. 00:13

What is a bulk carrier? ③ Focusing on tonnage by type, aging fleet, and backlog of orders

Let me introduce you to the last part of the bulk carrier overview. Among the basic fundamentals of demand (transportation volume) and supply (vessel capacity), demand was covered to some extent in the first chapter, so this episode will focus only on supply. First of all, to point out one thing, I wrote that supply = amount of shipping. The capacity of a ship is expressed as the number of ships..

Dry Bulk 2023. 2. 11. 23:54

What is a bulk carrier? ② Focusing on BDI index composition, trend and volatility

As I announced last time, many of you know, but... I will share how the BDI index, which is not well known in detail, is formed and what the overall trend is like. We hope that this analysis will help you understand the future bulk carrier market conditions and set the investment flow. 1. Composition of BDI I will first explain the BDI, the benchmark index for bulk carriers. If you simply search..

Dry Bulk 2023. 2. 6. 22:01

What is a bulk carrier? ① Focusing on ship types and cargo volume

1. Types of bulk ships Bulk carriers are classified into four major categories. Based on deadweight tonnage (maximum weight of cargo that can be loaded on a ship, DWT), cape for more than 100,000 DWT, Panamax for 60,000-100,000 DWT, Supramax for 40,000-60,000 DWT, and Handy for less than 40,000 called size. More specifically, Valemax (VLOC) for 220,000 DWT or more, Mini Cape for 100,000 DWT, Kam..

Dry Bulk 2023. 2. 1. 22:48

Comparison of Representative Ocean Freight Index Characteristics

1. SCFI Vs. CCFI SCFI is a freight rate index that reflects the spot rates of 15 routes in the Shanghai export container transport market compiled by the Shanghai Shipping Exchange (SSE). CCFI is a container freight rate index from China administered by the Ministry of Transportation of China and compiled by the Shanghai Port Exchange. In other words, you can understand SCFI as an index represen..

Container 2022. 12. 15. 14:14

BDI Prediction with Regression

1. Relationship between BDI and Cape used ship price Let's take a look at the monthly price trend from 2018. It can be seen that BDI and used ship prices are moving in a similar pattern. However, From May to November 2018, used ship prices continued to fall despite the sharp rise and fall of BDI. Similarly, in May-August 2020, BDI rose sharply, but used ship prices still fell. In summary, it can..

Dry Bulk 2022. 11. 29. 09:30

Check of export/import volume by Ocean/Air major item

1. Ocean 1) China Exports to the US (Unit : Billion USD) Among the sea freight volumes exported from China to the US, all four major items increased sharply compared to the average of the last three years. The ranking is Appliance, Household, Industrial, and Clothing/Textile. 2) China Exports to the EU&UK (Unit : Billion USD) Among the sea freight volume exported from China to the EU/UK, the exp..

Commodity 2022. 11. 25. 09:30

Main Ports Port Congestion Status

During the pandemic, the biggest and long-term impact on container ship freight rates is port congestion. Due to the impact of Covid-19, port operations fell, and at the same time, tight vessels and cargo volume combined, raising freight rates. 1. Effect of transport volume transfer due to fears of a strike in the US West Coast Ref) ILWU Issue (Updated on 6/28) (tistory.com) ILWU Issue (Updated ..

Special Report 2022. 11. 22. 09:30

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