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What the Ship! Supply-Chain, Bulk from Brazil, US Energy Exports, Labor Strikes & US Inland/Coast What's Going On With Shipping? July 20, 2022 In this episode, Sal Mercogliano - former merchant mariner and maritime historian - discusses the Top 5 stories and recaps previous stories as of July 20, 2022. First, a recap of the current Supply Chain situation with a look at the rise in container imports into the US in June, the shift of congestion to the East and Gulf Coasts, and the question of when will the supply chain return back to normal. Second, fertilizer inflation has led Brazil to overhaul its ports and railways while China launches a mineral resource group to assert more control over the bulk trade. Third, amid record gas and diesel prices in the United States, oil companies have increased the export of diesel and crude oil. Fourth, labor strikes threaten US rail, but the President orders a cooling down period, while strikes have taken hold in Germany, the United Kingdom and the Republic of Korea, truckers picketed the port of Oakland, and the ILWU and PMA continue their negotiations for a West Coast labor agreement. Finally, US inland waters are developing a port network and the House passed crew requirements for offshore wind. #supplychain #congestion #ports #fertilizer #brazil #australia #diesl #fuel #foodshortage #labor #strikes #windpower Support What's Going on With Shipping via Patreon www.patreon.com/wgowshipping 00:00 Introduction and Updates 04:01 1. Supply Chain 09:38 2. Brazil and Bulkers 15:00 3. US Energy Exports 20:32 4. Labor Strikes 25:23 5. US Inland and Coastal Waters 1. U.S. Container Imports Rise in June as Congestion Shifts East https://gcaptain.com/u-s-container-im... When Will Supply Chains Return to Normal? https://gcaptain.com/when-will-supply... US containerized imports keep record pace in June, start strong in July https://www.freightwaves.com/news/us-... Global boxport congestion sets fresh record highs https://splash247.com/global-boxport-... Los Angeles port boss: Fix rail service or risk ‘nationwide logjam’ https://www.freightwaves.com/news/los... Viewpoint: Rail service from LA/Long Beach ports moving at speed of sloth https://www.freightwaves.com/news/vie... Angry shippers kept in the dark by CMA CGM over Vanda cargo https://theloadstar.com/angry-shipper... 2. Fertilizer Inflation Forces Overhaul of Brazil Ports, Railways https://gcaptain.com/fertilizer-infla... Australia Bets Big On Brazilian Sugar Ports https://gcaptain.com/australia-bets-b... China Mineral Resources Group launches as Beijing attempts to assert dry bulk control https://splash247.com/china-mineral-r... 3. US exports of crude oil and diesel are climbing even higher https://www.freightwaves.com/news/us-... 4. America’s freight railroads are incredibly chaotic right now https://www.freightwaves.com/news/ame... Germany's North Sea Ports Face Longest Strike Action in Decades https://www.maritime-executive.com/ar... South Korea’s Yoon Says DSME Shipyard Strike Causing ‘Tremendous Damage’ to Nation’s Shipbuilding https://gcaptain.com/south-koreas-yoo... Biden Heads Off Rail Strike With 60-Day Cooling Off Period https://www.maritime-executive.com/ar... Unionized workers refuse to cross truckers’ AB5 protest line at Port of Oakland https://www.freightwaves.com/news/ilw... White House, industry associations press ILWU and PMA to get a new labor contract done https://www.logisticsmgmt.com/article... 5. Inland port network coming to Mississippi River https://www.freightwaves.com/news/dev... Subchapter M Milestone: Entire U.S. Towing Vessel Fleet Inspected for Compliance as Phase-In Period Ends https://gcaptain.com/subchapter-m-ins... House-Passed Crew Mandate Bill Seen as ‘Gut Punch’ to Offshore Wind https://gcaptain.com/house-passed-cre...