1/The agreement brokered by Turkey between Russia and Ukraine to open up ports along the Gulf of #Odesa in the #BlackSea cannot work if Russia plans on attacking the ports in question.

There are many hurdles that need to be overcome for this to work.
2/First, the need for the grain is paramount. @unctad has made clear the vital importance of #grain, in particular #wheat, #sunflower, #corn & #barley for nations in Africa.

3/Myself and @johnkonrad was on @CavasShips Podcast to talk about this very topic last week.

defaeroreport.com/2022/07/15/cav…
4/Second hurdle to be faced is finding companies, ships and crews willing to sail into the #BlackSea, into a declared war zone. But perhaps the most challenging issue is insuring the ships against war risk.

gcaptain.com/ship-insurers-…
5/So, if #Russia halts their attacks, and ships can be found, next you have to clear ships sitting in the ports since February.

It is unclear how many of these ships even have crew remaining on board. Firing up ships that have sit for nearly five months will be a challenge.
6/Next, the mines laid by the Ukrainians, and those by the Russians will need to be cleared. This could takes weeks if not months depending on the availability of mine countermeasures assets.

google.com/amp/s/amp.theg…
7/Finally, the concern about floating and unswept mines, along with threats from Russian submarine, surface & air assets will require naval escorts/convoys. The options for these range from independent sailings (very unlikely) to full fledged convoys.

Russia and Ukraine Agree to Ship Grain from Odesa...And Then Russia Attacked Odesa

Less than 24 hours after the agreement, #Russia hit #Odesa, near the grain facilities.

What needs to be done?

Mines, Ships, Crews, Insurance, Convoys?

via
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More from @mercoglianos

Jul 24
1/This has been a busy news week for What's Going on With Shipping.

We had our weekly update, update on the #BonhommeRichard, fire on board a Peruvian Navy warship in #Rimpac, an agreement in #UkraineRussiaWar on grain, and a missing containership.

youtube.com/channel/UCT_yB…
2/We had our weekly recap in What the Ship!

1⃣Supply Chain & Rise in US Container Imports
2⃣Brazil, Bulkers & China's Mineral Resource Group
3⃣US Energy Exports Increase
4⃣Labor Strikes Around the World
5⃣ US Inland & Coastal Waters

3/US Navy Finally Announces Punishments for Bonhomme Richard Fire, Two Years After Ship's Loss

This is the fifth video in my #BonhommeRichard series with two videos from 2020 examining the fire and two others that analyze the JAGMAN investigation.

Read 9 tweets
Jul 20
What the Ship!
July 20, 2022

Updates on Previous Stories
1⃣Supply Chain & Rise in US Container Imports
2⃣Brazil, Bulkers & China's Mineral Resource Group
3⃣US Energy Exports Increase
4⃣Labor Strikes Around the World
5⃣ US Inland & Coastal Waters

1⃣ U.S. Container Imports Rise in June as Congestion Shifts East

H/T @gCaptain @theloadstar

Video:

#supplychain #ports #rail #containers

gcaptain.com/u-s-container-…
2⃣ Fertilizer Inflation Forces Overhaul of Brazil Ports, Railways

H/T @gCaptain @business @BloombergNRG

Video:

#bulk #fertilizer #sugar #ore #china #australia

gcaptain.com/fertilizer-inf…
Read 6 tweets
Jul 20
1. The latest @CRSOfficial report on the @usnavy Next-Generation Logistics Ship (NGLS) Program.

Let's have a look at what they have set out and what looks good and what may be some pitfalls.
2/First, the @USNavy is looking for procurement of the first ship in FY26 at a cost of $150M. This is roughly the cost of a T-EPF and one-third the cost of a new T-AO.

Not sure that this timeline or cost will be accurate based on the specifications.
3/Terminology may not seem important, but if these ships will be operated by @MSCSealift, that means that will lack any A2/AD capabilities; which based on the concept of ops, may be an issue. Some MSC ships have defensive weapons, but small arms and limited point defense.
Read 10 tweets
Jun 8
1/First off, hats off to everyone for getting all the passengers off #SpiritOfNorfolk. Top-notch job by the crew and that of #VictoryRover.

Based on reports and photos, it appears that the fire started in the engine room. You can see the smoke from back aft.

@WAVY_News
2/#SpiritOfNorfolk obviously lost power as she drifted into the path of the bulker, Spar Lyra.

That ship caught a buoy on her stern and two Moran tugs, chartered by @MSCSealift to provide towing services at the base had to assist the vessel from evading the containment boom.
3/In a press briefing that afternoon, the Fed Fire Chief noted that they had adopted a defensive stance.

Due to the flooding from firefighting, and the location of the fire in the engine room, they were not permitting personal on board due to risk.

wavy.com/news/local-new…
Read 8 tweets
Jun 7
What the Ship?
June 7, 2022

1⃣Putin Says Ukraine Must De-Mine Grain Ports
2⃣Russia’s Crude Oil Revenues Take a Hit
3⃣Shanghai Port Returns to Normal
4⃣Bangladesh Battles Container Depot Fire
5⃣Admiral Linda Fagan Becomes 27th Commandant of @USCG

1⃣ 1. Putin Says Ukraine Must De-Mine Grain Ports

H/T @gCaptain @Reuters



gcaptain.com/putin-say-ukra…
2⃣ Russia’s Crude Oil Revenues Take a Hit Even as Exports Swell

H/T @gCaptain @business



gcaptain.com/russias-crude-…
Read 6 tweets
May 28
At @FreightAlley is making a valid point that I have addressed in several episodes of Whats Going on With Shipping.

1: Container Shipping Alliances

2: The President, Federal Maritime Commission & the Department of Justice Target the Ocean Carriers

3:I Like Big Boats, I Cannot Lie: Giant Container Ships Are Ruining Everything

Read 10 tweets

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