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Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
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13 Dec, 9 tweets, 7 min read
What the Ship is Going on?
Dec 13, 2021

1⃣ Abandoned Mariners
2⃣ @IMOHQ Elections & Expansion
3⃣ @PortofLA/@portoflongbeach, @PortVancouver & #AlmiranteStorni Update
4⃣ China Shipping & Ningbo Closure
5⃣ New US Training Vessels

1⃣Leaking Hull, Hazardous Cargo: Aboard a Stranded Ship No One Would Help

H/T @WSJ, @drewhinshaw & @JoeWSJ

wsj.com/articles/aband…
2⃣International Maritime Organization Elects New 40-Member Council

H/T @gCaptain @MikeSchuler

gcaptain.com/international-…
3⃣ Vanishing Ships Underscore Supply Woe: Crisis Peak Is a Mirage

H/T @gCaptain @business

gcaptain.com/vanishing-ship…
Port of Vancouver ship backlog hits 60

H/T @FreightWaves @natetabak

freightwaves.com/news/port-of-v…
MV Almirante Storni Arrives at Dock With Timber Fire Under Control

H/T @gCaptain @MikeSchuler

gcaptain.com/mv-almirante-s…
4⃣Chinese Seafarers Face Crew Change Challenges

H/T @gCaptain @business

gcaptain.com/chinese-seafar…
5⃣ Keel Laying Held for First National Security Multi-Mission Vessel at Philly Shipyard

H/T @gCaptain @MikeSchuler

gcaptain.com/keel-laying-he…
I referenced your @Splash_247 story in my video @lawyer_shipping.

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More from @mercoglianos

Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
14 Dec
1/Why are @PortofLA & @portoflongbeach slowing down in Oct & Nov?

@mattschrap of @harbortruckers
hits it on the head with his assessment of the primary impediment at the 15:00 mark.

100,000+ EMPTY CONTAINERS IN THE PORTS.

bloomberg.com/news/videos/20…
2/Ocean shipping containers do not typically venture far from the harbors. What most people see on the roads and highways are not intermodal containers, but 40 or 53ft trailers. The material from overseas is offloaded at sites close to the port and repacked for delivery. Image
3/When you hear about a truck shortage, it is not one of trucks & drivers. For a truck to load, it has to bring a chassis to load a container on. Usually, it has an empty to return. As the terminals are full, there is little room to store them, making moving boxes slow. Image
Read 10 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
26 Nov
China is imposing quarantines of up to 7 weeks for cargo ship crew, and it's bad news for the supply chain

businessinsider.com/shipping-suppl… via @businessinsider
One of the most under reported stories is the attempt by China to grow their influence in the shipping industry for their seafarers. Since many ships call at China, this new restriction makes employing Chinese nationals more challenging.

Top 5 seafarers:
1️⃣🇵🇭
2️⃣🇷🇺
3️⃣🇮🇩
4️⃣🇨🇳
5️⃣🇮🇳
China’s Covid Zero Policy Towards Seafarers Escalates Supply Chain Crisis

"China’s increasingly extreme Covid Zero policies are standing in the way of a full recovery for the shipping industry and prolonging a crisis that’s snarled ports."

gcaptain.com/chinas-covid-z…
Read 9 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
22 Nov
What The Ship Is Going On?

1⃣Is The U.S. Moving Cargo And Filling The Shelves?
2⃣Container shipping lines smash profits
3⃣Port Congestion Eases in Asia
4⃣Vancouver rail service could resume this week 5⃣LNG carrier spot rates hit new all-time highs

1⃣Is The U.S. Moving Cargo And Filling The Shelves?

gcaptain.com/is-u-s-moving-…
2⃣Container shipping lines smash profits

H/T @SamChambers @Splash_247

splash247.com/container-ship…
Read 6 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
21 Nov
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

Read 5 tweets
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

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