Where did the container go during the global 'container shortage'?
Where are all the containers? The global shortage explained
https://www.hillebrand.com/media/publication/where-are-all-the-containers-the-global-shortage-explained
According to Hillebrand, the beginning of the container shortage was a pandemic of the new coronavirus infectious disease control (COVID-19) that occurred in 2020. As a result of the blockade of cities around the world as a countermeasure against the full-scale spread of COVID-19 infection, economic activities have stopped and a large number of containers have been left in ports. As a result, many shipping companies have reduced their flights, and this time ships around the world are faced with the inability to retrieve empty containers.
The COVID-19 pandemic originated in China, but it was also China that quickly recovered from the pandemic. As China resumed exports ahead of the rest of the world, the remaining containers in Asia were brought to North America and Europe one after another, but the Western economies continued to stagnate, and empty containers were collected. Problems that cannot be done have become more and more serious.
According to Hillebrand, container processing is delayed due to a shortage of personnel at the wharf in North America, and 60 out of 100 landed containers are currently retained in North America. On the other hand, the number of marine shipping containers shipped from Asia to North America increased by 23.3% year-on-year in October 2020, reaching a
The decline in the number of newly manufactured containers has also spurred a shortage of containers. Container production has been declining since 2019, and the decline in demand in the first half of 2020 added to this situation. Even at the time of writing the article, where demand for containers is increasing due to the revival of exports from China, the number of containers discarded due to aging continues to exceed the number of newly manufactured containers, and the inventory of container factories is also high. It's bottoming out.
The following is a graph showing the transition of the number of containers produced at the factory. The number of containers produced, which was close to 1 million TEU in October 2019, has dropped to about 300,000 TEU in October 2020.
As the supply and demand of containers became imminent, the prices of containers also skyrocketed. According to Splash247 , a news site specializing in maritime information, a Chinese container maker, which has a monopoly position in the container market, will price a new container of $ 2,500, which was $ 1,600 in 2019. It is said that it has been raised to (about 270,000 yen). Given this situation, Hillebrand said, 'The global container crisis will be resolved at the earliest months, so unfortunately shipping charges are expected to remain high in 2022. Will be done. '
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