What's Going on With Shipping (Sal Mercogliano)
@mercoglianos.bsky.social
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Mariner, Historian, Firefighter, Host of What's Going on With Shipping
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Strikes in the Ports of Rotterdam and Antwerp-Brugges | How Does an Automated Port Go on Strike?

Video: youtu.be/rOSuFLwT1Js
Reposted by What's Going on With Shipping (Sal Mercogliano)
warshipcam.bsky.social
USNS Kanawha (T-AO-196) Henry J. Kaiser-class replenishment oiler coming into Ponce, Puerto Rico -
October 11, 2025. SRC: TW-@MichaelBonet8
Reposted by What's Going on With Shipping (Sal Mercogliano)
mercoglianos.bsky.social
Strikes in the Ports of Rotterdam and Antwerp-Brugges | How Does an Automated Port Go on Strike?

Video: youtu.be/rOSuFLwT1Js
mercoglianos.bsky.social
Day 2 of the Navy/Marines Corps 250 Homecoming, Navigating the Past: Histories of the US Navy and Marine Corps, 1775-2025 on board the Battleship New Jersey.
mercoglianos.bsky.social
Carriers will need to be ‘utterly convinced’ before Red Sea return

▶️The ceasefire deal brokered between Israel and Hamas has raised hopes of a rerouting reversal
▶️But analysts admit there is a long way to go before vessels return en masse
Carriers will need to be ‘utterly convinced’ before Red Sea return
Shipping has had plenty of false dawns before, with transits barely changing during previous ceasefires. Any return will likely be slow and steady, rather than an opening of the floodgates
www.lloydslist.com
mercoglianos.bsky.social
US-China tensions rekindle as post-peak box trade grinds lower

▶️Next deadline for US-China tariff reprieve is November 10; tensions have re-escalated following new Chinese rare earth export controls and port fee tit-for-tat
US-China tensions rekindle as post-peak box trade grinds lower
The outlook for container shipping remains weak and there is another risk ahead: The trade-war ceasefire between the US and China may not hold beyond the November 10 deadline
www.lloydslist.com
mercoglianos.bsky.social
Flag hopping accelerates as shadow fleet matures under sanctions pressure

▶️Over 70% of ships sanctioned this year have reflagged. Over 20% have reflagged twice and 7% three times or more
▶️Flag-hopping tactics correlate closely with maturing system of subterfuge

www.lloydslist.com/articles/202...
Flag hopping accelerates as shadow fleet matures under sanctions pressure
Sanctioned ships are moving between ship registers faster and more frequently with some extreme cases rotating through six flag changes this year
www.lloydslist.com
mercoglianos.bsky.social
Carriers will need to be ‘utterly convinced’ before Red Sea return

▶️The ceasefire deal brokered between Israel and Hamas has raised hopes of a rerouting reversal
▶️A return would present serious downside risk to both the container and dry bulk markets

www.lloydslist.com/articles/202...
Carriers will need to be ‘utterly convinced’ before Red Sea return
Shipping has had plenty of false dawns before, with transits barely changing during previous ceasefires. Any return will likely be slow and steady, rather than an opening of the floodgates
www.lloydslist.com
mercoglianos.bsky.social
Strikes in the Ports of Rotterdam and Antwerp-Brugges | How Does an Automated Port Go on Strike?

Video: youtu.be/rOSuFLwT1Js
mercoglianos.bsky.social
First panel off and running in Philadelphia on Navigating the Past. Great discussion on the early US Navy and US Marine Corps.
mercoglianos.bsky.social
Peter Zeihan Thinks the Jones Act is Dumb | Better Call Sal? | How Tariffs on Trucks will Impact Shipping

Video: youtu.be/THFPqzpCx8Y
mercoglianos.bsky.social
I just added it to the comments for the video.

This makes perfect sense.
mercoglianos.bsky.social
Liner majors to sign up for more big boxship orders

▶️New wave of large containership orders being lined up as global carriers push ahead with fleet renewal programmes
▶️Orders include the first to be placed at an Indian shipyard by a big container line

www.lloydslist.com/articles/202...
Liner majors to sign up for more big boxship orders
Major container lines are expected to further boost existing orderbooks with yet more alternative-fuel capable containerships
www.lloydslist.com
mercoglianos.bsky.social
Europe’s top ports gridlocked by strikes

"Container operations at Europe’s largest port, Rotterdam, have come to a standstill as lashers began a 48-hour strike on Wednesday"

You can automate a port, but you still need longshore to lash the boxes

splash247.com?p=229423 via @splash_247
Europe’s top ports gridlocked by strikes - Splash247
Container operations at Europe’s largest port, Rotterdam, have come to a standstill as lashers began a 48-hour strike on Wednesday afternoon to demand higher wages, while harbour pilots’ protests in n...
splash247.com