Reordering Cycles News Today

And jeremy, let me end on this. you and i have spoken before over the past few years about the whole supply chain chaos and how that sent the transportation costs through the roof. but eventually they came down. and now some in your industry say the prices have come down so much, its just not sustainable. is that your view? well, i think certainly theres two factors there. one is that theres no doubt that the supply and demand squeeze was very tight during 2021 to 2022, and we saw freight rates ...

Time to those products. so in some cases, probably adding two or three times the cost of conventionally moving it with a point—to—point or port—to—port container shipping operation. and jeremy, let me end on this. you and i have spoken before over the past few years about the whole supply chain chaos and how that sent the transportation costs through the roof. but eventually they came down. and now some in your industry say the prices have come down so much, its just not sustainable. is ...

Weve had a rebalancing in 2023 due to an inventory overhang, so the sales to inventory ratios have been quite high. our customers are gradually burning through those inventories and well start their reordering cycles quite soon. and when that happens, some of the spot market rates will start to move up again. but the area that probably, you know, is the most important longer term is that as and when we move to these green fuels, it will be unsustainable to be able to operate the ships at the sam...

To an inventory overhang, so the sales to eventually ratios have been quite high. our customers are gradually burning through those inventories and well start their reordering cycles quite soon. and when that happens, some of the spot market rates will start to move up again. but the area that probably, you know, is the most important longer term is is that as and when we move longer term is that as and when we move to these green fuels, it will be unsustainable to be able to operate the ships a...