1/Recap of Day 1 of #Russia invading #ukraine with a focus on the #maritime and global #shipping perspective.

@johnkonrad of @gCaptain and @mercoglianos discussed the situation on What's Going on With Shipping?

2/Russia Invades Ukraine In Europe’s Darkest Hours Since WWII

"Russian forces invaded Ukraine by land, air and sea on Thursday in the biggest attack by one state against another in Europe since World War Two."

gcaptain.com/russia-invades…
3/Ukraine’s Military Suspends Shipping at Ports

"Russia earlier ordered the #AzovSea closed to the movement of commercial vessels until further notice, but kept Russian ports in the #BlackSea open for navigation."

gcaptain.com/ukraine-shuts-…
4/Turkish-Owned Ship Hit By Bomb Off Ukrainian Port City – Turkish Authority

“The Marshall Islands-flagged Turkish-owned #YasaJupiter ship was struck by a bomb off the coast of Odessa...it is en route to Romanian waters, has no casualties and is safe,”

gcaptain.com/turkish-owned-…
5/Ukrainian Port City of #Mariupol Comes Under Fire
"Local authorities said 26 people were being treated for wounds in hospital after an eastern district of Mariupol was shelled & “an attempt by Russian troops to break through” into the city was thwarted."
gcaptain.com/ukrainian-port…
6/War In Ukraine Will Magnify The Global Trade Crisis

1⃣ Energy Spikes
2⃣ Key Commodities
3⃣ Economic Headwinds
4⃣ Punitive Sanctions

gcaptain.com/war-ukraine-tr…
7/Commodities and Compliance - Ukraine Conflict Issues for Trade

Four Major Risks for Supply Chains
1⃣ Commodity Availability
2⃣ Commodity Prices
3⃣ Physical Disruptions
4⃣ Widening Sanctions

flexport.com/research/commo…
8/Ports & Pipelines, These Are Ukraine’s Key Commodity Sites

1⃣ Energy
2⃣ Food
3⃣ Steel and Iron

gcaptain.com/ports-pipeline…
9/Banks Shutdown Russian Shipping Credit

"At least three major buyers of Russian oil have been unable to open letters of credit from Western banks to cover purchases on Thursday."

gcaptain.com/banks-shutdown…
10/ICS: Do not let Ukrainian, Russian seafarers become ‘collateral damage’

Crews and commodities could be impacted by Ukraine port closures

freightwaves.com/news/ics-do-no…
11/Carriers urged to avoid the Black Sea as Turkish bulker gets hit off #Odessa

"A high degree of uncertainty regarding the freedom of navigation throughout the wider #BlackSea...No attempt should be made to access the Sea of #Azov.”

splash247.com/carriers-urged…
12/Russian Navy Captures Ukraine's Outpost on Snake Island

"The Russian Navy warships Moskva and Vasily Bykov bombarded the island with deck guns before sending Russian soldiers ashore to take control of the facility, according to Ukrainian media."

maritime-executive.com/article/russia…
13/Chinese Trade is Unlikely to Offset Sanctions on Russia

"Energy is by far Russia’s biggest export to Europe. It delivers 40% of Europe’s gas supplies & about 27 percent of its oil.-.70% of Russia’s oil exports go to Europe, compared with 18% to China."
maritime-executive.com/editorials/chi…
14/U.S. Navy Left The Black Sea Unprotected Allowing Russia To Invade Ukraine

Bigger question is why the Biden Administration did not allow the military to be a deterrent to Putin?

What difference could a few NATO warships in Black Sea have on Putin?

gcaptain.com/us-navy-black-…

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More from @mercoglianos

Feb 23
1/Your moment of #sealift comes courtsey of the @USMC.

Latest word is USNS GySgt Fred W. Stockham of Maritime Prepositioning Squadron 2 based in Diego Garcia, which has just completed an extensive shipyard availablity, along with its cargo, has been told not to backload.
2/The ship arrived at the Marine Corps Depot at Blount Island on Feb 14 and was scheduled to commence backload as part of the routine maintenance cycle. @MSCSealift & the crew were told that is was cancelled. The ship will be shifted into a reduced operating status.
3/ The ship is one of three LMSRs assigned to MPSRON 2. Sisler is currently up in Norway conducting an exercise and USNS Seay is in the shipyard in Boston scheduled to backload next.

There are questions about some of the other ships.
Read 9 tweets
Feb 23
What would a shut down or disruption in the Black Sea mean?

#Ukraine wheat exports set for a record year and they provide a large amount of the world's coarse grains and corn.
From the @UNCTAD Review of Maritime Transport for grain imports/exports by % for 2020.

Ukraine accounts for 10 percent of world grain.

It makes me what to recommend Nick Lambert's latest book on WWI & the real justification for the Gallipoli Campaign.
From @EIAgov, the US (26%), Qatar (24%) and Russia (20%) provide 70% of all of Europe LNG.
Read 7 tweets
Feb 22
What the Ship? Ship Fires Update, Supply Chain, Ukraine-Russia, Global ... via @YouTube
1⃣ Around $400 Million Worth of Cars Could be Lost in Felicity Ace Fire

H/T @MikeSchuler & @gCaptain

gcaptain.com/around-400-mil…
2⃣ Project44: Asian ports see rising congestion

@loriannlarocco @AmericanShipper @FreightWaves

freightwaves.com/news/project44…
Read 6 tweets
Feb 12
1/I presented my paper "World War II Expeditionary Logisitics and Support in the Pacific" at the 2022 Virtual Expeditionary Warfare Conference.

The focus was on early WWII Pacific naval logistics, specifically oil and repair from Dec 41 to Feb 43...
2/Most histories - @navy1944 & #IanToll - focus on the exploits of the fast carrier task forces and the six @USNavy carriers: Enterprise, Lexington, Saratoga, Yorktown, Hornet & Wasp.

Yet, behind the scenes, these fast carriers required an extensive logistics network...
3/Built for commercial service under Merchant Marine Act of 1936, these tankers included national defense features: high speed, twin screws & provisions for guns/comms.

Six of them served as fast oilers in the Pacific: Neosho, Cimarron, Platte, Kaskaskia, Guadalupe & Sabine...
Read 11 tweets
Dec 14, 2021
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.
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.
Read 11 tweets
Dec 13, 2021
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-…
Read 9 tweets

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