The Strategist – Page 6
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NewsBridges to mend and to build
The Port Authority of New York and New Jersey appears to have hit a difficult patch in its trading life.
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Welcome the investment outsiders
Is the entrance of pension funds, infrastructure funds, private equity funds and other non-core investors into the international port investment arena a good thing? Of course it is.
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A oily mess by anyone's standards
The latest monthly report from the Organisation of Petroleum Exporting Countries forecasts 2012 demand as 88.9m barrels per day (bpd), up slightly on a previous estimate of 88.87m bpd.
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European capacity question resurfaces
In sharp contrast to the fears just a few years back that north European ports were heading for a capacity crunch, today’s concern is that there will be too much capacity flooding onto the market too soon.
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The winner will now take the stage...
Is the burgeoning prominence of TV shows such as the X Factor symptomatic of the fact that nowadays there is growing scope for industry award events?
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Treading a fine line on co-operation
“Co-operation” is today a sensitive word in the European port business. Against a background of European anti-trust officials raiding several of the world’s largest shipping lines to investigate possible collusion, port and terminal companies now have to tread very carefully on co-operation.
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Deep pockets and a lot of patience
Remember that base line rule in port planning, supply of new capacity must take place in advance of demand?
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Container rate slide sounds alarms
The bush telegraph beats louder about crashing freight rates and, in turn, the prospect of hard rain falling in the container shipping line sector looms larger, threatening the recovery of container terminal throughput.
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Keep an eye on the container prize
Ports and terminals would be well advised to monitor the potential fortunes of the container shipping sector over the next few months.
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Deal or no deal
The level of deal activity in terms of terminal investment opportunities is steadily building.
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Trade could suffer from the 'Japan effect'
The impact of the recent earthquake and subsequent tsunami on Japan’s imports and exports potentially has significant implications.
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Banking on reforms can take its time
If you go the World Bank route then invariably arriving at a conclusion about what type of port reforms to adopt will prove a long drawn out process based on a myriad of studies.
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A question of capacity
The challenge presented by maintaining the right level of port capacity is becoming more complicated.
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Best job in the world
In October an advertisement was placed in the French national press that said, “best job in the world” – become a crane operator at the port of Marseilles for €4000 a month, work 18 hours a week, enjoy eight weeks holiday a year and savour a job for life".
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The case for independence
It’s an old story but it is worth one reiterating that if a country has a single container terminal then it is a no brainer when it comes to deciding on the category of operator that should be awarded a concession under a privatisation initiative: independent container terminal operator every ...
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Expect the unexpected
Rumour has it Maersk is in the market for a new generation of containership – a 16,000 teu vessel design – that will see a 2,000 teu increase in top of the range container vessel capacity.
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Lessons from the US
The vigour with which President Obama has been beating the drum about what BP should have done and should now do regarding the disastrous rig blow-out in the US Gulf is a sight to behold.
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Money isn't just there for the taking
Even in the darker days of the credit crunch there was always money around for infrastructure development, although most major projects had been mothballed.
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Volume not the whole story
When it comes to awarding a port concession inevitably a lot of importance is attached to the new cargo volume that a given operator is able to attract.
