Insight and Opinion Header – Page 8
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SPOTLIGHT ON CHINA FINANCE RECORD
September 2021, AIDDATA, a research entity embedded in a US university, and financed by various sponsors, published the study Banking on the Belt and Road, which contains an analysis of China’s international development finance, with specific attention paid to the fi nancing of Belt and Road (BRI) projects.
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LET ‘DERIVED DEMAND’ BE THE DRIVER OF MARKET ADJUSTMENTS
Supply chain slowdowns, with the dozens of vessels anchored off the LA-LB ports complex, have made it into every major media outlet.
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Market Forces win every time: even during these ‘Force 10’ conditions
If you take what some might describe as a cynical position you can interpret the very recent attention paid to supply chain problems by politicians as anxiety about the subject becoming ‘more political’ as we advance towards Christmas. A shortage of turkeys, toys on the shelves and various other Christmas ...
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COVID-19 DELTA PACKS A WALLOP
The logistics supply chain is finding it extremely difficult to deal with the repercussions of the global outbreak of the COVID-19 Delta variant. It is slowing the expected economic recovery.
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GERMANY: PROS AND CONS OF RESTRUCTURED TERMINAL OPERATIONS
When it comes to mergers, some may say ‘what is good goes fast’. Others say ‘nothing good comes easy’. The Copenhagen Malmo merger was in the first category, the logic of the merger was immediately embraced and swiftly executed, even when hurdles needed to be overcome. The Antwerp Zeebrugge merger ...
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INDIA: DICHOTOMY EMBEDDED IN REFORMS
COMMENT: India has long faced criticism of the tight central control exercised over its 12 so-called Major Ports but now this control has been eased by the recently passed Major Port Authorities Act, 2021. The stated rationale for this, by the Ministry of Ports, Shipping and Waterways, is that the ...
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Cargo is King and sets the agenda
COMMENT: Supply chain dislocations have been headline news this year, with unprecedented delays, shortages, and high shipping costs providing fodder for those pointing fi ngers at the maritime transport universe - which includes the port sector. Knowledgeable analysts are expecting the current issues to continue into 2022.
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Wisdom of defending the indefensible
COMMENT: Without doubt there are certain public sector operated port organisations that work very eff ectively. There is probably no fi ner example than the Port of Singapore Authority (PSA) which has established itself as an industry leader at various key levels. A testament to this is that it has ...
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DELUSIONS OF GRANDEUR?
Political statements made in Barbados suggest a main Caribbean transshipment role for Barbados but market realities suggest otherwise.
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PREPARE THE PUBLIC RELATIONS ENGINE
COMMENT: The shelves are beginning to look a bit thin in my local supermarket – at times products are spaced out to make the shelves look busier, writes Mike Mundy.
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MAKE HAY WHILE THE SUN SHINES… …The Shipping Bubble is Bound to Burst
COMMENT: An unprecedented increase in shipping profi tability has generated a newbuilding bubble that ports may not be prepared for, writes Ben Hackett.
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VACCINE DISTRIBUTION BUILDS BRIGHT SPOTS
COMMENT: Amidst a continuing flow of bad news about COVID-19 in the maritime business, with mariners stuck aboard vessels, bright spots have emerged along the East, West and Gulf coasts, in the U.S. ports, writes Barry Parker.
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THE VOLUME: REVENUE RELATIONSHIP
COMMENT: One might think that the revenues of port development companies (PDCs) are primarily driven by the volumes handled in the port, writes Peter de Langen.
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Monopolies and Common Sense
COMMENT: The situation in Montevideo, Uruguay is interesting and is one that is a regular issue raised elsewhere, writes Mike Mundy.
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DARWIN’S CHINA OWNERSHIP UNDER REVIEW
The port of Darwin, Northern Territories, Australia has been sucked into the ongoing dispute between China and Australia.
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SMARTER SCIENCE-BASED EMISSION TARGETS
COMMENT: With the G7 having finished building sandcastles in Cornwall, UK and the world jetting into Glasgow for COP26 on the November horizon, the media is awash with talk of climate change and the incredible challenge ahead, writes Charles Haine.
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HOME DEPOT TAKES TO THE WATER
COMMENT: The debate in Washington, D.C. over “infrastructure”- however you define it, is continuing, writes Barry Parker.
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GLOBALISATION AND SUPPLY CHAIN REMAIN AT RISK
COMMENT: Ports struggle with congestions, carriers with lack of capacity and countries with more COVID-19. The pressure is not letting up, writes Ben Hackett.
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LIVESTOCK REFORMS MOOTED
COMMENT: Anyone who has had the dubious pleasure of standing downwind of a livestock carrier in port will surely empathise with the growing calls for greater scrutiny and regulation of this trade, writes Mike Mundy.
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THE UNEVEN COMMERCIAL POWER RELATIONSHIP
COMMENT: For all the right reasons, a lot of attention among port developers, policy makers and regulators is focused on the competition in the terminal and shipping markets and risks of the emergence of dominant positions, for instance due to vertical integration, writes Peter de Langen.