Recently, the capacity of idle containers has exceeded 1 million Teu, and as the shipping company suspension of route services, not only cancel the voyage, the idle capacity will increase significantly.

According to Alphaliner, as of October 24, the number of idle containers in dry docks or leased in the world has reached 284, with a total of 1.2 million TEUs, accounting for 4.6% of the global container fleet capacity.

In comparison, during the peak demand in February this year, the number of idle ships was 154, with a total capacity of 442,000 TEUs, accounting for only 1.8%of the global fleet capacity.

Alphaliner said: "The weakened demand for freight and the decline in freight has prompted the shipping company to reduce the voyage and even suspend some services on the main trade routes of the east to west." In the past two weeks, the number of air navigation on Asia -Europe and the cross -Pacific routes in the past two weeks Increased significantly, for example, some Asia -Europe routes have been canceled for several weeks.

It should be noted that ships with no more than 14 days of idle time have not been calculated by Alphaliner into the above -mentioned idle ships, so the surge in the number of air navigation is not calculated in the analysis of excess capacity.

Recently, Soren Skou, CEO of Masky, reiterated the strategy of Matsky's "reducing capacity to meet market demand" at its third quarter financial report conference call. The expectations of demand growth have been reduced to -2%to -4%. (For details: see the strong income at the top! Maski expects that maritime revenue will decline, and continue to seek growth opportunities in the logistics business)

The speed of China's export decline has made the shipping company's reactive air navigation strategies from declining the spot and short -term freight rates. Therefore, it is necessary to adopt a more aggressive capacity reduction plan to avoid the plunge of contract freight.

It is understood that some of the partners in the three major shipping alliances are calling for their network to adopt the "Winter Plan" before the Chinese New Year holiday. "No one wants to be the first person to cut off routes and may lose its market share." A shipping company contact person said.

At the same time, in the container ship leasing market, the increase in excess tonnage has brought greater downward pressure to the daily rent and greatly shortened the lease period.

Alphaliner said: "In the past two weeks, the rental fee of the classic Panama-type ships of 4000-5300teu continued to decline. Now the fixed lease period is usually 6 months, and the daily rent is about $ 20,000."

In fact, a broker sources said that the shipowner is now preparing to accept a shorter period of time rental. "We are negotiating with some shipowners and charters of ships to extend the rental period of 30 to 45 days, and the extension period of the new ship is 3 to 4 months."

Alphaliner pointed out that the daily rent of Panama -type ships is $ 20,000. "From the perspective of historical standards, this is still good."

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