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Aperture and Focus- Nov 16

Aperture and Focus- Nov 16

Global Aperture   Container depots are full… of empties. 50+ blanked sailings in the final weeks of 2022 won’t make their returns any easier, and an impending G7-enforced price cap on Russian crude exports won’t help vessels move further—some may even become stranded at sea.…

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Aperture and Focus- Nov 4

Aperture & Focus November 4, 2022

Global Aperture Delegates of the G7 nations met this week to discuss pressing regional issues from the Russia-Ukraine War to reshoring cooperation with China. The upcoming ASEAN and East Asia Summits will likely shed more light on inter-bloc trade and economic policy as…

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Aperture & Focus November 9, 2022

Global Aperture Some analysts project the air cargo market will see a demand spurt over the next 20 years, aligned with Boeing’s prediction that the global fleet size will grow by 80% in that same timespan—about 20% of new planes will likely be…

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Aperture and Focus- Oct 27

Aperture & Focus: October 27, 2022

Global Aperture The enforcement of new environmental regulations arrives in 2023: Annual vessel data collected for the IMO’s Fuel Oil Consumption reports will be benchmarked for a 2% improvement between 2023-2030, and EU’s Emissions Trading Scheme will extend to shipping lines next year, requiring…

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Aperture and Focus- Oct 19

Aperture & Focus: October 19, 2022

Global Aperture More economic foghorns sound as global cargo volumes and manufacturing output shrinks, leading to a growing number of idled cargo vessels and the proverbial benching of over 300,000 TEUs of capacity. Air market leaders contend that the e-commerce segment—making up approximately…

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Aperture and Focus- Oct 14

Global Aperture & Regional Focus: October 14, 2022

Global Aperture “When it rains, it pours.” The International Monetary Fund (IMF) lowered its global economic outlook amid high inflation and downside risks on multiple fronts, including reshoring efforts that risk “undermining efficiency”—a sentiment echoed by trade analysts who have observed the supply chain landscapes…

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Aperture and Focus- Oct 7

Aperture & Focus: October 7, 2022

Global Aperture This year’s Golden Week brings a downturn to international shipping as more than 40 scheduled Asia-U.S. sailings have been canceled. Analysts now attribute supply chain disruptions to a combination of overstocking and labor actions. But other factors have also warped trade…

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Aperture and Focus- Sept 29

Aperture & Focus: September 29, 2022

Global Aperture   The US Federal Reserve announced a 0.75% key interest rate hike on September 21 to offset economic inflation—its fifth increase in 2022. Following the announcement, banks associated with the Gulf Cooperation Council (central banks of Saudi Arabia, the United Arab Emirates,…

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Aperture and Focus- Sept 23 a

Aperture & Focus September 23, 2022

Global Aperture Cargo airlines and trade analysts drop hints that fall-winter air demand may drop, attributed to recent earning reports from major transport operators and the oft-reported cargo disruptions and volatile fuel markets. But some global airlines remain optimistic, citing year-over-year recovering…

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Aperture and Focus- Sept 16

Aperture and Focus – September 16, 2022

Global Aperture Labor action across the globe moves supply chains to high alert with rail disputes in the US, work stoppages in UK ports, and air traffic control strikes in France. While some carriers are optimistic that intra-Asia trade will avoid slumping in…

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