What the Ship (Episode 66)

What's Going on With Shipping?
January 26, 2023

In this episode, Sal Mercogliano – maritime historian @campbelluniversity and former merchant mariner – discusses the Top 5 Maritime News Stories as of January 26, 2023. First, from the proposed split of the 2M alliance with @maersk and Mediterranean Shipping (@MSCCargo) to a potential lockout on the West Coast, what is going on with containers? Second, it has been a rough start for multiple sectors, including tankers, gas carriers, bulkers and containers. Third, what does the reduction of 40% of the world's shipyard capacity mean for shipbuilding in the future? Fourth, the proposed merger of Euronav and Frontline is off…for now! Finally, with all that is going on with shipping, is the United States suffering from Seablindness?

#supplychain #container #tankers #LNG #bulker #shipyard #Euronav #Frontline #shipping

Support What's Going on With Shipping via:
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com

00:00 Introduction
00:56 1. MSC and Maersk to End 2M Alliance in 2025
https://gcaptain.com/msc-and-maersk-to-end-2m-alliance-in-2025/

2M Breakup Leaves Maersk in a Tight Spot
https://gcaptain.com/2m-breakup-leaves-maersk-in-a-tight-spot/

‘Surge finally over,’ US imports back near pre-pandemic levels
https://www.freightwaves.com/news/surge-finally-over-us-imports-back-near-pre-pandemic-levels

West Coast Ports Bear the Brunt as Inbound Containers Drop Off
https://gcaptain.com/west-coast-ports-bear-the-brunt-as-inbound-containers-drop-off/

European Ports Brace for Slowdown as ‘Shopping Frenzy’ Ends
https://gcaptain.com/european-ports-brace-for-slowdown-as-shopping-frenzy-ends/

08:14 2. Rough start to 2023 for dry bulk, tanker, gas, container shipping
https://www.freightwaves.com/news/rough-start-to-2023-for-tanker-dry-bulk-gas-container-shipping

14:02 3. Shipyards faced with vexing capacity issues
https://splash247.com/shipyards-faced-with-vexing-capacity-issues/

17:19 4. Fredriksen Ups Stake in Euronav to 22.6%
https://gcaptain.com/fredriksen-ups-stake-in-euronav-to-22-6/

20:43 5. Why Seablindness, Not Putin, Could Be The Biggest Energy Threat
https://gcaptain.com/why-seablindness-not-putin-could-be-biggest-energy-threat/