Let’s Drone Out is a light-hearted and chatty drone focused podcast. Recorded live and interactively every Thursday 8-9 pm UK time on YouTube, come join the interactive chat. Jack and his wife Tony, as well as the rest of the LDO crew are here to bring noobs and pros together. Tune in every Thursday at 8:00PM UK time for the latest on tech, events, news, interviews and a behind the scenes look into the hobby. LEGAL NOTICE: Any views expressed by any guests on this show are personal and may ...
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The Lloyd’s List Podcast: What happens next for containers?
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Manage episode 416246557 series 2317616
Conteúdo fornecido por Lloyd's List. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lloyd's List ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
This episode of the Lloyd's List podcast was brought to you by Lloyd's Register - visit https://www.lr.org/en/ for more information. The Container lines have begun reporting their first-quarter results, and there are strong improvements on the previous quarter. But that ground has been gained on the back of disruptions to sailings through the Red Sea, which has soaked up capacity and forced rates up, improving earnings but increasing costs for shipping lines. For now, that looks set to continue but with a glut of new capacity still coming out of the yards, concerns remain that even rerouting won’t absorb it all. The Red Sea rerouting has favoured the bold in the sense that those playing the spot market have reaped the full scale benefits on offer. Spot market rates jumped by 200% in the first quarter, but the longer term contracts are not reflecting the “crazy” market. Right now though, everyone is preparing themselves for the high season and the big question is what the third quarter will bring. We have seen a record high filling factor, so if the fleet is really that fully utilised, how many more ships do we need? Will we see a continued drop in spot rates not reflected in long terms and how will the power dynamics of the market play out over the coming weeks and months? To guide you through the current state of affairs in the market and the outlook for the quarters ahead, Lloyd’s List’s containers editor James Baker leads this edition of the outlook podcast series, joined by Xeneta chief analyst Peter Sand
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357 episódios
MP3•Home de episódios
Manage episode 416246557 series 2317616
Conteúdo fornecido por Lloyd's List. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lloyd's List ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
This episode of the Lloyd's List podcast was brought to you by Lloyd's Register - visit https://www.lr.org/en/ for more information. The Container lines have begun reporting their first-quarter results, and there are strong improvements on the previous quarter. But that ground has been gained on the back of disruptions to sailings through the Red Sea, which has soaked up capacity and forced rates up, improving earnings but increasing costs for shipping lines. For now, that looks set to continue but with a glut of new capacity still coming out of the yards, concerns remain that even rerouting won’t absorb it all. The Red Sea rerouting has favoured the bold in the sense that those playing the spot market have reaped the full scale benefits on offer. Spot market rates jumped by 200% in the first quarter, but the longer term contracts are not reflecting the “crazy” market. Right now though, everyone is preparing themselves for the high season and the big question is what the third quarter will bring. We have seen a record high filling factor, so if the fleet is really that fully utilised, how many more ships do we need? Will we see a continued drop in spot rates not reflected in long terms and how will the power dynamics of the market play out over the coming weeks and months? To guide you through the current state of affairs in the market and the outlook for the quarters ahead, Lloyd’s List’s containers editor James Baker leads this edition of the outlook podcast series, joined by Xeneta chief analyst Peter Sand
…
continue reading
357 episódios
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