The process of supply recovery will be very slow. According to calculations, it is estimated that the handling of port problems will require at least half a year. Since the epidemic, container freight rates have continued to rise. As of the beginning of January 2022, the SCFI composite index has increased by nearly 400 compared with the beginning of 2020. %. Judging from the rising rhythm, the increase in freight rates can be divided into two stages. The first stage is a single rising market dominated by the Asia-North America route.
The general increase began at the end of 2020, and the single market switched to the global general. Various signs indicate that container demand has peaked, but supply bottlenecks continue to disturb the changes in freight rates. How much space for incremental supply, how to improve the bottleneck and how the freight rate will be interpreted in the future are the key points of this paper. This paper is mainly divided into three parts: the composition of container capacity is complex, which will first be presented from the structure of capacity, the factors affecting the capacity will be dismantled, and the elastic space of supply will be discussed; port embolism is the bottleneck of container supply, and the second part will focus on the causes of congestion and disposal plan; the third part will be the changes in the supply and demand structure.
The second stage is the general increase in global freight rates. The general rise began at the end of 2020, and the single market switched to the global general. Various signs indicate that container demand has peaked, but supply bottlenecks continue to disturb the changes in freight rates. How much space for incremental supply, how to improve the bottleneck and how the freight rate will be interpreted in the future are the key points of this paper. This paper is mainly divided into three parts: the composition of container capacity is complex, which will first be presented from the structure of capacity, the factors affecting the capacity will be dismantled, and the elastic space of supply will be discussed; port embolism is the bottleneck of container supply, and the second part will focus on the causes of congestion and disposal plan; the third part will be the changes in the supply and demand structure.