Antonella Teodoro

Transport economist specialised in the quantitative analysis of the global container shipping industry including trade data, forecasting and container shipping

[MDS Transmodal @MdsTransmodal]

Despite the end of the CBER on April 25th, the number of consortia active on the EU(27)/UK-Far East corridor increased from 9 to 12 between 2019Q1 and 2024Q1. Amongst them, 5 exceed a combined market share of 20% and 3 are above 30%. #CBER #consortium #maritime #competition

[Olaf Merk @o_merk]

Just released: report on the Red Sea crisis and the impacts on global shipping, by @ITF_Forum https://t.co/dcRH6t8NbH

[Antonella Teodoro @anteo79]

That’s my Ninja 😍

[St Werburgh’s and St Columba’s CPS @StWerbs]

Congratulations to the winners of the half term competition - Design a Book Cover. The lucky winners received a £5 gift voucher to use at our book fair.

[Baltic Transport J. @BT_Journal]

The Friday Long Read

> What happens now. The end of the Consortia Block Exemption Regulation

> by Mike Garratt, Managing Director, and Antonella Teodoro, Senior Transport Consultant, @MdsTransmodal

> PDF > https://t.co/I2Vmp7y0W3

Have a great read!

[Lloyd's List @LloydsList]

Changing lanes: Longer voyages and extra port calls help carriers limit capacity influx
https://t.co/iwYaeksZlf

[Lloyd's List @LloydsList]

Red Sea attacks prompt 2m teu drop in Suez boxship traffic
https://t.co/MCLgkLtPlQ

[Mary Hui @maryhui]

Vietnam has also emerged as a key node in intra-Asia shipping as some production move to SEA—though China remains a central hub. @anteo79: “VN is now an extra call in the route, rather than an alternative..Asia is becoming the manufacturer of the world. It’s not only China.” 2/3

[Jan Hoffmann @JanHoffmann_gva]

Glad to see that @UNCTAD @UNCTAD_TLB @UNCTADstat data could be used to support the @IAPHWorldPorts @WPSP_IAPH port tracker.
Congrats to the port tracker team and thank you also to our data provider @MdsTransmodal
#IAPH2023

[Antonella Teodoro @anteo79]

@MdsTransmodal has launched Box Trade Analyser, a new portal that provides comprehensive container shipping data on trade by world region, shipping services, global container fleet and trends in service performance

FREE trial: https://t.co/3KfsyqUCuL

https://t.co/KjKGhyy2o6

[Olaf Merk @o_merk]

We will present our new report on coastal shipping tomorrow at 2pm CEST. Register here if you want to join: https://t.co/8vqsHu8taP @ITF_Forum

[Antonella Teodoro @anteo79]

New companies have started operating liner services in the last few years, but their offer remains modest..

[MDS Transmodal @MdsTransmodal]

The level of capacity offered by companies that started operation since 2020Q1 is expected to exceed a milestone of 2m TEU in 2023Q3, up by 116% compared with 2022Q3. However, their offer accounts for less than 4% of the global capacity and to 1.3% of the deepsea capacity.

[Antonella Teodoro @anteo79]

https://t.co/OmfaTTe8xH

[MDS Transmodal @MdsTransmodal]

The total capacity of containerships scrapped so far in 2023 has amounted to 58,000teu, this represents 0.26% of the existing containership fleet in 2023Q3. The capacity of containerships sent for scrappage in 2022 totaled 9,200teu.
#maritime #fleet #containership #scrappage

[Antonella Teodoro @anteo79]

Maersk and MSC ready to depart from 2M on the Far East – Europe routes

[MDS Transmodal @MdsTransmodal]

Almost 80% of the capacity scheduled to be offered by 2M in 2023Q3 is expected to be operated entirely by either Maersk or MSC. Focusing on the various trade lanes, it is increasingly looking as though the two carriers are ready to depart from 2M on the Far East – Europe routes.

[Antonella Teodoro @anteo79]

Amongst the challenges posed by climate change...........

https://t.co/szX41WCVpL

[Antonella Teodoro @anteo79]

https://t.co/PqILziJFxB

#China #silkroad #maritimesilkroad

[Antonella Teodoro @anteo79]

Europe and the Mediterranean are increasingly overtaking the US as a key container trade for East Coast of South America (ECSA) exports, especially from Brazil, with carriers launching new services and deploying more vessels on the corridor.

https://t.co/hqqLb8ySnO

[MDS Transmodal @MdsTransmodal]

Scheduled quarterly capacity deployed by vessels of at least 18,000 TEU up by 76% in 2023Q2 compared with 2019Q2, with the capacity on the Far East - North America trade route offered by a 2M service operated entirely by MSC.

#shipping #port #2M #UltraLargeContainerShips

[Antonella Teodoro @anteo79]

Msc aggiunge una nuova provincia al suo impero di navi, terminal e logistica

https://t.co/YCWubyi9kB

[MDS Transmodal @MdsTransmodal]

The number of liner services serving the UK still well below pre-pandemic levels but with larger ships, impacting on port and rail performance.

#shipping #shippinglines #UK