Wednesday 4 May 2022

Slow boat from China: Looks like you could walk ship to ship up the entire coast of China and never dip toes in the sea.

At a granular level, this shipping map is not so extremely bad.  Some vessels are in other ports with short turnarounds, some are steaming in and out and the area is always extraordinarily busy, but China's own goal on their economy is startling

If you were looking to put your loose money somewhere, would you be considering short supply chains closer to home for mining and manufacturing precursor industrial inputs?

No comments:

Post a Comment