The constant stream of blanked sailings is predictably disrupting many supply chains and networks. Shippers are not getting the message, and it’s costing them extra, unplanned expense. That will percolate down to their customers as well, both in reliability and costs.
And shippers are complaining. No wonder!! The carriers are bringing it on. They are not considering ultimate customer needs.
Anyone wanting to create a disruption in maritime and hinterland supply chains will pay attention and try to do something about this.
It seems that forecasts must be less gloomy on trans-Pacific routes. Liner alliances are calling for fewer blanked voyages. That’s good news for shippers; but maybe it’s early to believe some won’t be re-canceled.
Sending mixed signals of high volatility is not the best way to keep steady customers happy. Essentially you are making the shippers hold inventory against late delivery. They’ll want that back in lower freight prices. Not pretty.
We continue to see a lot of blanked voyages. Demand must not be shaping up to be very good after all, and prices just won’t stay up. What else would you expect if you make your customers guess about the inventory they have to carry. Once they have bitten that bullet, it will be hard to get them back into a non-competitive shipping mood.