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Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
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Mar 1 • 6 tweets • 9 min read
Today's episode of #WhatTheShip on @YouTube:

1️⃣ Update on #UkraineRussiaWar & impact on Global Trade
2️⃣ @FMC_gov @TheJusticeDept & @POTUS on Container Lines
3️⃣ Update #FelicityAce & #EuroferryOlympia
4️⃣ #SuezCanal Rate Hikes
5️⃣ #Mariners caught in a War

1⃣gCaptain - Ukraine Crisis

H/T @gCaptain

#UkraineUnderAttack #UkraineInvasion #UkraineRussiaConflict

gcaptain.com/tag/ukraine-cr…
2⃣ Supply Chains: Shipping Lines in the Cross Hairs of U.S. Authorities

#SupplyChains #Container #alliances #POTUS @FMC_gov @TheJusticeDept

gcaptain.com/supply-chains-…
3⃣ Felicity Ace Sinks in Atlantic Ocean

H/T @gCaptain

#FelicityAce

gcaptain.com/felicity-ace-s…
4⃣ Suez Canal to Increase Tolls By Up to 10%

H/T @gCaptain

#suez #shipping #supplychain #logistics

gcaptain.com/suez-canal-inc…
5⃣ Ukraine’s Secret Weapon: Seafarers

H/T @gCaptain

#UkraineUnderAttack #UkraineInvasion #UkraineRussiaConflict #shipping #supplychain #sanctions #RussiaUkraine

gcaptain.com/ukraines-secre…

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More from @mercoglianos

Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
Mar 1
1/President Biden to Target Container Shipping Alliances in 'State of the Union' Address

This attack on the Container Companies tonight, @Maersk @MSCCargo @cmacgm @COSCOSHIPPING @HapagLloydAG @OceanNetworkExp #Evergreen #HMM #YangMing, could be trouble.

gcaptain.com/president-bide…
2/The statement by @TheJusticeDept and @FMC_gov to reaffirm and strengthen their partnership is targeted directly at the ocean carriers. I have been critical of them in the past. There is concern about future actions to keep rates high, as they are today.

justice.gov/opa/pr/justice…
3/The FMC has led a Fact Finding (#29) on this since March 2020 led by Commissioner Dye. It has uncovered several major issues including excessive detention & demurrage and difficulties carriers had with shippers.

fmc.gov/fact-finding-2…
Read 7 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
Feb 28
1/As the #Ukraine #Russia War continues, the number of neutral and commercial ships caught up in the conflict is little know.

The port of #Chornomorsk, just south of Odessa has over a dozen ships including several large bulkers #DaLiang of China, #Polarnet of Turkey & others.
2/Odessa itself has several vessels including the former MSC Algercias, now the @COSCOSHIPPING Joseph Schulte. A 9,400 TEU containership operating on the Black Sea-Asia route.
3/Similary, at the port of Mykolaiv, just north of Odessa, are a dozen more vessels including the Danish flagged tanker #HaraldMaersk.
Read 4 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
Feb 28
Still seeing this large build up of ships holding at Rostov and Kerch.

There is a question if Russian landings along the coast are aimed at clearing the coast so that the Russians can reopen the Azov Sea.

#Ukraine #Russia #BlackSea ImageImageImage
Any Russian ships sailing from Rostov to the Kerch Strait would be within range of shore fire from Mariupol.

With attacks on neutral and Ukrainian ships, Russia has to be worried about attacks on their own ships. Image
The Don River is the 5th longest river in Europe and a major cargo highway for Russia. Barge and river traffic moves cargo down to Rostov for export and same for imports coming into the country. Image
Read 4 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
Feb 25
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-…
Read 14 tweets
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
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
Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️ Profile picture
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

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