Tag Archives: the ship

What the Ship (Ep55) | Grain Shipments | Freight Rates & Volumes | US Navy Is Weak | LNG | No Crabs!

Leave a reply

Video

Video Description

Grain Shipments | Freight Rates u0026 Volumes | US Navy Is Weak | LNG | No Crabs! | What the Ship (Ep55)

What's Going on With Shipping?
October 21, 2022

In this episode, Sal Mercogliano – maritime historian at Campbell University and former merchant mariner – discusses the top 5 maritime news stories as of October 21, 2022. First, Russia may be ending the Ukrainian Black Sea Grain Initiative, as the war escalates with attacks on Nord Stream, the Kerch Strait Bridge and power distribution sites in Ukraine. At the same time, global food supply finds itself in jeopardy with low water on the Mississippi, Rhine, Yangtze and Plata. Second, the decline in global freight and manufacturing is impacting the decline in freight volumes and rates into the United States; but it is the start of a Freight Recession? Third, the Heritage Foundation has found the US Navy to be "very weak." What does this mean for global maritime trade if the US Navy is unable to guarantee the "freedom of the seas"? Fourth, the demand for natural gas in Europe – with the destruction of Nord Stream and sanctions/boycotts against Russian gas – has led to more American LNG being shipped to Europe. However, storage facilities and regasification capacity is at its limits, resulting in LNG tankers holding off the coast at a half a million dollars per day. Finally, the Deadliest Catch may be in jeopardy as Alaska closed winter snow crab due to the reduction of 90% of its population from warm water.

#LNG #supplychain #container #Navy #freight #cargo #crab

00:00 Introduction
00:28 1. Grain
06:25 2. Global Freight Rates and Volumes
11:55 3. US Navy is Very Weak
16:51 4. LNG
22:24 5. Alaskan Crab Fishing is Cancelled

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

1. Ukraine Grain Deal Renewal Is In Jeopardy
https://gcaptain.com/ukraine-grain-deal-renewal-is-in-jeopardy/

OP-ED Russian Navy Will Keep Attacking Transportation Infrastructure
https://gcaptain.com/op-ed-russian-navy-will-keep-attacking-transportation-infrastructure/

Is Russia Winning in the Black Sea?: https://youtu.be/u3VKRC1UPZI

Kerch Straits Remain Open: https://youtu.be/7NxwUdxnDnA

Soaring Dollar Leaves Food Piled Up In Ports As World Hunger Grows
https://gcaptain.com/soaring-dollar-leaves-food-piled-up-in-ports-as-world-hunger-grows/

Shipping Woes to Squeeze China’s Soybean Stocks
https://gcaptain.com/shipping-woes-to-squeeze-chinas-soybean-stocks/

Midwest Drought Points to Little Relief for Mississippi River Shipping
https://gcaptain.com/midwest-drought-points-to-little-relief-for-mississippi-river-shipping/

Not Rollin' On The River: https://youtu.be/pico2dBhz0M

2. Global Freight and Manufacturing Has Started to Fall -Kemp
https://gcaptain.com/global-freight-and-manufacturing-has-started-to-fall-kemp/

Idled Containership Fleet Set to Grow as Market Turns
https://gcaptain.com/idled-containership-fleet-set-to-grow-as-market-turns/

Container Volumes Drop: https://youtu.be/kPF1UwlkW-0

Falling Container Rates: https://youtu.be/AdB2wpYPkNw

3. New Report Says US Navy Capacity Is “Very Weak”
https://gcaptain.com/new-report-says-us-navy-capacity-is-very-weak/

Losing Taiwan Would Jeopardize Key Shipping Lanes Says Japan
https://gcaptain.com/losing-taiwan-would-jeopardize-key-shipping-lanes-says-japan/

Navy Expands Commercial Ship Protection Partnership
https://gcaptain.com/navy-expands-commercial-ship-protection-partnership/

4. Dozens of LNG Carriers Back Up Off European Ports Waiting to Unload
https://gcaptain.com/dozens-of-lng-carriers-back-up-off-european-ports-waiting-to-unload/#

Chevron Sees Strong Demand in Europe Driving U.S. LNG Exports
https://gcaptain.com/chevron-sees-strong-demand-in-europe-driving-u-s-lng-exports/

China’s Dependence On LNG Imports Worries Leaders
https://gcaptain.com/chinas-dependence-lng-imports/

Shipowners Expect Crude Tanker Rates to Stay Strong Despite Russia Turmoil
https://gcaptain.com/shipowners-expect-crude-tanker-rates-to-stay-strong-despite-russia-turmoil/

LNG, the Jones Act u0026 China: https://youtu.be/H-dqlrJt2-E

5. Climate Change Decimates Alaska Snow Crab Fishery
https://gcaptain.com/climate-change-decimates-alaska-snow-crab-fishery/

What The Ship (Ep60) | Supplychain | Maersk vs FMC | Russia Price Cap | Insurance | Port of Miami

Leave a reply

Video

Video Description

Supplychain Slow Downs | Maersk vs Federal Maritime Commission | Russia Price Cap On Hold? | Shipping Insurance | Rise of the Port of Miami

What's Going on With Shipping?
November 27, 2022

In this episode, Sal Mercogliano – maritime historian at Campbell University and former merchant mariner – discusses the top 5 Maritime Stories as of November 26, 2022. First, multiple issues are poised to hit the #supplychain with a new round of China COVID shutdowns, strikes in Korea and India, and the potential for a US rail strike. Second, the opposition of Poland, Estonia, Lithuanian and Latvia to the price cap set by the G7 and European Union jeopardizes the implementation of the sanctions set to take place on December 5. Third, Maersk Lines finds itself the target of a lawsuit under the new powers of the Federal Maritime Commission, granted under the Ocean Shipping Reform Act of 2022. Fourth, a new report finds fire, inflation and global warning as the greatest threat to shipping and therefore increasing insurance rates. Finally, the Port of Miami, much like the rest of the Gulf and East Coast ports are benefitting from the shift of cargo from the Ports of Los Angeles and Long Beach.

#supplychain #pricecap #inflaion #cargo #container #miami

00:00 Introduction
00:50 1. Supply Chain Slow Downs
05:37 2. Maersk vs Federal Maritime Commission
10:45 3. Russian Price Cap on Hold?
16:34 4. Marine Insurance
23:45 5. Port of Miami

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

1. Supply Chain Slow Downs
Record Chinese covid cases spark concern
https://splash247.com/record-chinese-covid-cases-spark-concern/

Korean Unions Schedule Unified December Strike at Hyundai’s Shipyards
https://www.maritime-executive.com/article/korean-unions-plan-unified-december-strike-at-hyundai-s-shipyards

Trucking strike in South Korea hits major industries
https://splash247.com/global-supply-chains-at-risk-again-as-truckers-stage-another-nationwide-strike-in-south-korea/

Deadlock Deepens At Adani’s South India Port As Protesters Block Trucks
https://gcaptain.com/deadlock-deepens-at-adanis-south-india-port-as-protesters-block-trucks/

Divided U.S. Rail Unions Raise Specter of Strike
https://gcaptain.com/divided-u-s-rail-unions-raise-specter-of-strike/

2. Maersk vs Federal Maritime Commission
Maersk ‘Test Case’ Could Shift Container Shipping’s Balance of Power
https://gcaptain.com/maersk-test-case-could-shift-container-shippings-balance-of-power/

3. Russian Price Cap on Hold?
https://gcaptain.com/price-cap-halt-poland-demands-harsher-penalty-russian-oil/

Russia’s Tanker Fleet Too Small to Bypass Oil Price Cap
https://gcaptain.com/russias-tanker-fleet-too-small-to-bypass-oil-price-cap/

Putin Touts Russia’s ‘Arctic power’ with Launch of Nuclear Icebreakers
https://gcaptain.com/putin-touts-russias-arctic-power-with-launch-of-nuclear-icebreakers/

4. Marine Insurance
Underwriters of the United States: How Insurance Shaped the American Founding
https://uncpress.org/book/9781469663630/underwriters-of-the-united-states/

Fires, Inflation and Climate Change: Global Trends to Watch in Marine Insurance
https://gcaptain.com/fires-inflation-and-climate-change-global-trends-to-watch-in-marine-insurance/

5. Port of Miami
Los Angeles imports keep sinking as East Coast gains more ground
https://www.freightwaves.com/news/los-angeles-imports-keep-sinking-as-east-coast-gains-more-ground

Gulf Coast ports continued to see rising volumes in October
https://www.freightwaves.com/news/gulf-coast-ports-continued-to-see-rising-volumes-in-october

CMA CGM Containership Sets Record as Miami’s Largest to Date
https://www.maritime-executive.com/article/cma-cgm-containership-sets-record-as-miami-s-largest-to-date

The numbers behind MSC’s extraordinary fleet growth
https://splash247.com/the-numbers-behind-mscs-extraordinary-fleet-growth/

What the Ship (Ep138) | Tanker Seizures | Russia Oil | Panama | Net Zero | Containers

Leave a reply

Video

Video Description

In this episode of What the Ship, we look at the top 5 maritime stories as of February 9, 2026. These stories include the seizure of tankers by the United States, the Dutch, Indians, and in the Baltic; Russia's oil exports and LNG production; issues with the Panama Canal in terms of water, control of terminals at each end of the canal, and how China is reacting to it; the US staying in the IMO and fighting the Net Zero Framework with new allies; and the container sector with Maersk reporting falling profits and layoffs, while contracting over $1.5 billion to build new ships when it has excess capacity.

#supplychain #tankers #russia #panama #panamacanal #IMO #netzero #containers #maersk

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

00:00 Introduction

00:28 1. Tanker Seizures
U.S. Seizes Shadow Fleet Tanker Aquila II in Indian Ocean After 10,000-Mile Pursuit
https://gcaptain.com/u-s-seizes-shadow-fleet-tanker-aquila-ii-in-indian-ocean-after-10000-mile-pursuit/

U.S. Forces Seize Sanctioned Tanker ‘Sagitta’ in Caribbean, Marking Seventh Vessel Captured
https://gcaptain.com/u-s-forces-seize-sanctioned-tanker-sagitta-in-caribbean-marking-seventh-vessel-captured/

Two Venezuela-Linked Tankers Detained in Dutch Caribbean Islands
https://maritime-executive.com/article/two-venezuela-linked-tankers-detained-in-dutch-caribbean-islands

Indian Coast Guard Busts Three Iran-Linked Shadow Fleet Tankers
https://maritime-executive.com/article/indian-coast-guard-busts-three-iran-linked-shadow-fleet-tankers

False flag Baltic transits almost quadruple throughout 2025
https://www.lloydslist.com/LL1156288/False-flag-Baltic-transits-almost-quadruple-throughout-2025

Washington warns US-flag ships to avoid Iranian waters
https://www.tradewindsnews.com/tankers/washington-warns-us-flag-ships-to-avoid-iranian-waters/2-1-1941064

2026-001-Persian Gulf, Strait of Hormuz and Gulf of Oman-Iranian Illegal Boarding / Detention / Seizure
https://www.maritime.dot.gov/msci/2026-001-persian-gulf-strait-hormuz-and-gulf-oman-iranian-illegal-boarding-detention-seizure

08:17 2. Russian Oil u0026 LNG
Russia’s Crude Output Shrinks as US Raises Energy Pressure
https://gcaptain.com/russias-crude-output-shrinks-as-us-raises-energy-pressure/

Confidence in LNG carriers rises as US-Greek plans to supply Europe move forward
https://www.lloydslist.com/LL1156291/Confidence-in-LNG-carriers-rises-as-US-Greek-plans-to-supply-Europe-move-forward

11:28 3. Panama
Panama Canal Opens Floodgates as Gatun Lake Reservoir Hits Maximum Capacity
https://gcaptain.com/panama-canal-opens-floodgates-as-gatun-lake-reservoir-hits-maximum-capacity/

Hong Kong Says It Strongly Disagrees With Panama Ruling On Ports
https://gcaptain.com/hong-kong-says-it-strongly-disagrees-with-panama-ruling-on-ports/

Hutchison Asserts Panama has Breached Contract and Starts Arbitration
https://maritime-executive.com/article/hutchison-asserts-panama-has-breached-contract-and-starts-arbitration

China gathers Panama flag data amid escalating rhetoric over port ruling
https://www.lloydslist.com/LL1156284/China-gathers-Panama-flag-data-amid-escalating-rhetoric-over-port-ruling

17:42 4. IMO Net Zero Framework
U.S. Will Stick With the IMO, But Aims to Defeat the Net Zero Framework
https://maritime-executive.com/article/u-s-will-stick-with-the-imo-but-aims-to-defeat-the-net-zero-framework

Med revolt leaves Brussels in climate bind at IMO
https://www.lloydslist.com/LL1156298/Med-revolt-leaves-Brussels-in-climate-bind-at-IMO

21:25 5. Containers and Maersk
Container lines’ Red Sea mixed messages confuse shippers
https://www.seatrade-maritime.com/containers/container-lines-red-sea-mixed-messages-confuse-shippers

MPV carriers emphatic on no resumption of Suez transits under current conditions
https://www.joc.com/article/mpv-carriers-emphatic-on-no-resumption-of-suez-transits-under-current-conditions-6166634

Maersk Predicts Difficult Times for Industry After a Strong Performance
https://maritime-executive.com/article/maersk-predicts-difficult-times-for-industry-after-a-strong-performance-in

Maersk posts Q4 pre-tax loss, will cut 1,000 jobs
https://www.freightwaves.com/news/maersk-posts-q4-loss-on-weaker-container-rates

Maersk confirms New Times deal for eight newbuilds
https://splash247.com/maersk-confirms-new-times-deal-for-eight-newbuilds/

The Inside Story of the Ship That Broke Global Trade

Leave a reply

Video

Video Description

The six-day stranding of the Ever Given in the Suez Canal last March did something incredibly rare: it made regular people care about shipping, the means by which more than 80% of the world’s goods are transported. It took only one wrong turn for the container ship to bring a critical trading artery to a standstill. This is how a $1 billion worth of cargo got stuck, freed and impounded as the courts took over.

Read Kit Chellel's full feature story in Bloomberg Businessweek: https://www.bloomberg.com/news/features/2021-06-24/how-the-billion-dollar-ever-given-cargo-ship-got-stuck-in-the-suez-canal

#News #Storylines #BloombergQuicktake
——–
Like this video? Subscribe: http://www.youtube.com/Bloomberg?sub_confirmation=1
Become a Quicktake Member for exclusive perks: http://www.youtube.com/bloomberg/join
Subscribe to Quicktake Explained: https://bit.ly/3iERrup

QuickTake Originals is Bloomberg's official premium video channel. We bring you insights and analysis from business, science, and technology experts who are shaping our future. We’re home to Hello World, Giant Leap, Storylines, and the series powering CityLab, Bloomberg Businessweek, Bloomberg Green, and much more.

Subscribe for business news, but not as you've known it: exclusive interviews, fascinating profiles, data-driven analysis, and the latest in tech innovation from around the world.

Visit our partner channel QuickTake News for breaking global news and insight in an instant.