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Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
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21 Nov, 5 tweets, 2 min read
My videos this week looked at a variety of issues dealing with shipping and the supply-chain.

1️⃣ Los Angeles & Long Beach Have a Plan to Clear the Ports

2️⃣ What the Ship is Going On? 60 Minutes, Hyper-Demurrage, Congestion Cascades, Inflation & Ever Given

3️⃣ Who Is Responsible for West Coast Port Congestion? BEN FRANKLIN

4️⃣ Massive Flooding Isolates Port of Vancouver, Canada

5️⃣ Is Peak Shipping Season Over At Los Angeles and Long Beach? NO!

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Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture

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More from @mercoglianos

Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
19 Nov
1/Peak season over: Container-ship arrivals in Southern California fall

I am a always a big follower of @GMJournalist @FreightWaves, but this article does not lead me to think that peak season is over just yet.

freightwaves.com/?p=376003 via @FreightWaves
2/One of the points made is that imports have returned to 2018 and below 2020 levels.

However, I think this may be more of an indicator that the ports are slowing down their offloads as they are trying to clear out the terminals; as indicated by the dwell report. Image
3/@PortofLA & @portoflongbeach is reporting ship arrivals as down; but there are new ships holding out past 150 miles.

For example, CMA CGM Topaz is 350 miles off coast and STOPPED; showing a destination of LA for today. Yet, in the SIGNAL Port Optimizer, she is not listed. ImageImageImageImage
Read 5 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
5 Nov
1/Improving and Tracking Supply Chains Link by Link

To rectify the #supplychain
situation, it appears that @POTUS
approach is to start a blog (I am sure a podcast is soon to follow) that links to three metrics.

whitehouse.gov/briefing-room/…
2/Rising Tides

The first aims to discuss the changing nature of American spending - service vs goods - and compares it to the Recession of 2008. If they compare to the Great Depression of 1929, it would look even better.
3/Ships at Anchor

This is the metric that they want to fix because it is one that is visual. But it also at the wrong end of the supply chain to fix. The issue is on the inland distribution side, as demonstrated by the pile up of boxes in the terminals and afloat = throughput.
Read 11 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
4 Nov
1/Okay, I am tired of @DOTMARAD & @FMC_gov saying they have no power.

First, get the @PortofLA & @portoflongbeach off the stage and let's see and hear from the ocean carriers and terminal operators; & not the @WSC_shipping

Why, are they not on this import/export task force?
2/The issue regarding empties is out of control. How is it the terminals are full of them, but American exporters cannot find a box.

The carriers are awash in profits & ships are sitting off the coast. Identify the # of empties in each terminal...
3/What we will find is that the terminals have a terrible visibility of these boxes.

Once we get an estimate, require carriers to dispatch sweepers to take them out.

Now I can hear people shouting, you cannot force foreign companies to do this, which is nearly all of them...
Read 7 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
2 Nov
So, what does it look like when you run your bow into Asia at 13 knots and close the Suez Canal for six days in March?

#EverGiven ImageImage
MV EVER GIVEN Grounding 2D/3D Animation - Titanic Edition (Iceberg...I mean Africa...right ahead!)

My video on the 2D/3D animation of #EverGiven going aground in the #suez with analysis.

EVER GIVEN Damage Revealed! | What's Going on in the Suez/Shipping?

A discussion on the damage sustained by #EverGiven, a look at imagery from the drydock, and what the repairs entail to get the ship seaworthy.

Read 4 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
30 Oct
The @PortofLA presentation on Hyper-Demurrage and their goal to improve "fluidity" across the terminals.
You can watch the hearing, minus the closed session here:
portofla.granicus.com/player/clip/16…
The @harbortruckers noted in their rebuttal to the Hyper-Demurrage fee that the issue not addressed was the accumulation of empty containers in yard. They proposed a similar fee or the ocean carriers to clear the backlog.

SHOCKINGLY, this was not enacted on!
Read 5 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
30 Oct
1/"Freight industry professionals — and the Federal Maritime Commission — want to know where the twin ports are getting the authority  to levy the surcharges."

FMC waits for details on California port surcharges

freightwaves.com/?p=371661 via @FreightWaves 2
2/This comes after a meeting between @POTUS and the heads of @PortofLA & @portoflongbeach, along with the Supply Chain Task Force and the designated port envoy, John Porcari

Biden Enlists Private Sector Help to Fix Bottlenecks Threatening Holiday Sales

gcaptain.com/biden-elists-p…
3/In June, the @FMC_gov called for a National Shipper Advisory Committee to be formed to "provide information, insight, and expertise pertaining to conditions in the ocean freight delivery system to the Commission." In August they added the port envoy.

fmc.gov/industry-overs…
Read 10 tweets

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