The freight rate rose in March, and the price of coating raw materials began to rise
North American ports puzzling, soaring freight rates could repeat
According to the latest statistics on the punctuality rate of container ships in the world, the punctuality rate in December last year was only 32%, which was lower than the average of 35.8% last year and a new low. The average annual ship delay time was 6.86 days. Although the figures for January were not released, the problem of locker looting has intensified, and judging from the current inbound situation of North American ship classes, it may be very bad.
According to Signal data from the Port of Los Angeles, as of the 11th, a total of 40 ships were lined up, of which 38 were waiting to berth within 150 nautical miles of departure. That includes "MSC ANYA" at 5,018 TEUs, nearly 43 days behind. Average berth wait times rose to 18.8 days after a few weeks of retreat.
According to the forecast data, the volume of goods has rebounded since the eighth week after the two-week decline in the Spring Festival.
The shipping industry generally believes that after the Lantern Festival, the Asian region will fully start construction, and the cargo volume will appear again in late February, opening a new test. It is reported that many cargo processors and small freight forwarders are actively grabbing boxes and placing orders repeatedly. That is to say, although I want the customer's goods to be shipped early, because the volume of goods is much larger than expected, the improvement of port congestion in North America is slow, the arrangement of ship shifts and containers has become difficult, and the problem of high freight rates is possible. repeat.
The price of the big raw material factory has suddenly increased!
According to statistics, among the 64 kinds of chemical industrial products being monitored, 50 kinds of chemical industrial products have increased by nearly 80% over the previous year! Among them, 13 kinds of products including n-butanol, acrylic acid, butyl acrylate, DOP, octanol, butyl acetate, DBP, propylene glycol and epoxy resin increased by more than 1,000 yuan/ton.
On February 9, Toyobo's official website issued a price increase notice, announcing that the price of all industrial film products will be increased by 10% since shipments on March 1. On the same day, according to the re-issued news, affected by the high energy prices such as crude oil, coal, natural gas, etc., the costs related to factory manufacturing such as fuel costs and electricity costs have risen sharply. Toyobo announced that it will increase the packaging PP/PE film from March 22nd. the price of.
On February 11, South Korea's SK Chemicals announced that due to the impact of the increase in the prices of crude oil, commodities and raw materials, the company's PETG, PCTG and other materials have risen by a total of 200 US dollars / ton (about 1270 yuan / ton) starting from March 1!
On the one hand, it is the force majeure and supply interruption of large overseas factories. On the other hand, the production capacity of millions of tons of chemical products in China is shut down and the inventory is low. Many major chemical provinces such as Shandong, Henan, and Hebei will usher in stages in February and March. The suspension of production means that the supply of the chemical market will enter a "out of stock period". Driven by the shortage of supply and the improvement of the price of chemical products, the cycle of "-out of stock rush to buy 3354 and price increase" in the chemical market repeats itself.
