10.4m teu container orderbook raises spectre of decade-long supply glut
Artin News (International Desk), citing Splash247, reported that The containership orderbook has reached a record high of 10.4m teu, according to data from Asian container consultancy Linerlytica, with the orderbook ratio rising to 31.7% of the fleet – its highest levels since 2010.
“The last time the orderbook ratio exceeded this level in 2004-2009, it ended in a decade-long supply overhang that took 10 years to clear,” Linerlytica warned in a new report, adding that there is still over 1m teu of pending ship orders that are due to be added before the end of this year.
“The last time the orderbook ratio exceeded this level in 2004-2009, it ended in a decade-long supply overhang that took 10 years to clear,” Linerlytica warned in a new report, adding that there is still over 1m teu of pending ship orders that are due to be added before the end of this year.
همچنین، این گزارش اشاره میکند که هنوز بیش از ۱ میلیون TEU سفارش کشتی معوق وجود دارد که تا پایان امسال به ناوگان افزوده خواهند شد. رقم ۱۰.۴ میلیون TEU از مجموع سفارشهایی که دیگر تحلیلگران گزارش کردهاند، بیشتر است؛ بهعنوان مثال، کلارکسونز ریسرچ عددی نزدیک به ۹.۸۷ میلیون TEU اعلام کرده که با آمار آلفالاینر همخوانی دارد.
Clarksons notes that boxship contracting this year has remained very firm, at twice the 10-year average, with 275 boxships already contracted this year.
The huge orderbook has led Linerlytica to forecast that container shipping will face a supply/demand imbalance through to the end of the decade. “[C]ontainership fleet growth will continue to outpace demand growth, with excess supply projected to persist through 2029,” Linerlytica argued in a recent report.
