𝐂𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: 𝐎𝐟 𝐠𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥 𝐞𝐯𝐞𝐧𝐭𝐬, 𝐩𝐫𝐨𝐟𝐢𝐭 𝐰𝐢𝐧𝐝𝐟𝐚𝐥𝐥𝐬, 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐭𝐢𝐦𝐞-𝐨𝐥𝐝 𝐠𝐨𝐚𝐥 𝐨𝐟 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 by Costas Bardjis Increasingly, it seems that unanticipated events are becoming the norm in shipping. Placing the words “unanticipated” and “norm” together in the same sentence sounds like an oxymoron. But when looking back over the last five years, one can easily mark three such events (the so called “black swan” events) which helped shape shipping fortunes: the pandemic, the war in Ukraine, and the Red Sea crisis have all been unexpected events which have impacted shipping market developments to a greater or lesser degree. They have affected supply chains, upset trade patterns, and upended vessel demand/supply fundamentals. At times, some have spoken of shipping super-cycles and of new market norms due to prevailing geopolitical uncertainty. 🔗 Continue reading the comment on our website: https://lnkd.in/d4pi6RaR
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Whenever we talk about geopolitical risks and its impact on our supply chains, we just think of oil prices and potential supply shortages. Fair enough. But when the potential flashpoint is literally within your borders, you have to really ask yourself if you're ready. My latest column for PortCalls explores this increasing uncertainty.
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