January 4, 2022
1:56 - Ocean Carriers Saw Combined $200B In Profits for Q3
2:44 - Where are Ocean Freight Rates Going for 2022?
5:30 - 25% increase in freight volumes for the first 8 months of 2021 vs 2019
7:20 - 2021 Saw Diversity of SKUs Wane, but 2022 Should See more Diversity
12:00 - Will Ocean Carriers Collaborate More & Should they Run as “Good Cartels?”
15:00 - Connectivity & Interconnectivity in Ocean Freight Management is Critical for Efficiency
18:00 - AIS Vessel Data Has Gone Dark for Companies Outside China...Hampering Visibility
21:42 - Is AIS Vessel Data Shuttering a Political Move Amidst a Trade War between US & China?
24:04 - To Respond to AIS Vessel Data Blockage...Will Vendors Put more Repeaters on Vessels?
26:04 - A Hybrid Solution for AIS Data Could Involve Vessel Imagery from Satellites
31:44 - With Increased Profits, Ocean Carriers Say “We Need a….Smaller Boat?”
33:47 - China Manufactured 300,000 New Containers in September 2021, 10% of Global Containers
35:17 - 5M TEUs Booked by August 2021, Getting Close to Yearly Record of 6.8M TEUs
37:06 - Port Expansion will Take Time to Deal Need for Capacity
39:09 - Nimbleness will be Key for The Ocean Freight Market in 2022
40:00 - Data Quality and Accessibility is Critical to Stay Proactive & Track Performance
41:12 - FMC Launches an Initiative to Examine Shipping Data to Find Constraints on Flow of Data
