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African Ports Overwhelmed by Red Sea Reroutings
- newsclues 3y agoGlobal logistics is complicated, who knew?
- yard2010 3y agoAdd stupid war with stupid evil axis and you get a puzzle from hell
- smashah 3y ago[flagged]
- yard2010 3y agoGoing full ISIS out of the blue one day started it. It's stupid nonetheless.
- smashah 3y agoOut of the blue? Religious zealots from all over the world flying in to join a militia to conduct mass killings of men, women and children on behalf of a fascist zionist "religious" ethnostate. Sounds like it's been going on for about 76 years.
- yard2010 3y agoIt sounds like you're supporting terrible actions of awful bad terrible people, which is just sad. Imagine jewish terrorists massacring towns in Poland because of the Holocaust
- smashah 3y agoThey're doing that right now in Gaza. With full support from the Fourth Reich sitting in the White house.
- newsclues 3y agoThe idea that the world just operates on autopilot and there isn’t a need for effective leadership is funny.
- cs702 3y agoIs there anyone here with relevant expertise who can tell us: Are the Red Sea attacks are a relatively minor, temporary hiccup? Or can they lead to another global wave of supply-chain disruptions, like the those we experienced during the pandemic? There's lots of evidence that the pandemic's supply-chain disruptions triggered inflation, and we're still fighting it. I'm not looking for predictions. I'm more interested in an informed assessment of the risks.
- bozhark 3y agoWhere’s the flexport people when you need them?
- deleted 3y ago[deleted]
- matthewowen 3y agohttps://twitter.com/flexport/status/1737874384982069746 https://twitter.com/flexport/status/1737874384982069746 They have a webinar about it. Ryan (@typesfast) has also been tweeting about it a bunch.
- cs702 3y agoThank you for the link to that short video. I watched it. Reading between the lines, my take-away is: Both shipping times and costs are rising.
- xuki 3y ago> Both shipping times and costs are rising. It’s usually positively correlated. Longer shipping time means more demands for ships and there aren’t unlimited amount of ships.
- seandoe 3y agoPeter Zeihan analysis from a couple weeks ago: https://youtu.be/WJE7g08NldQ https://youtu.be/WJE7g08NldQ
- Geisterde 3y agoYou know how sometimes you find theres an simpler way of doing things? Sometimes its easier, or more scalable, it just takes creative thinking. Imagine for a moment a crazy idea, instead of sending a strike force to go turn people into mist, we try talking first? Its this weird phenomena, sometimes people dont rush into violence when they feel like their grievances are being taken seriously.
- sealeck 3y agoThe Houthis want conflict to remain in power domestically.
- Geisterde 3y agoThat logic could be applied to all belligerents in the conflict, can you name a country that doesnt apply to?
- paulryanrogers 3y agoDid FDR want to join WW2 to stay in power at home?
- Geisterde 3y agoYes, we never had to be involved. In fact, the holocaust started after we declated war, and we kept it a secret that we sunk a japanese submarine that was near Hawaii because it would have tipped off the forces there that they needed to be ready to defend themselves. Pearl harbor was allowed to happen to justify going to war, soldiers and sailors killed for what exactly?
- yard2010 3y agoThe Holocaust started in 1933
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- hytfyiv3j 3y agoIt's fascinating to try to imagine the atmosphere in the room as they dust of decades old contingency plans of "what to do if Suez is closed?" and divert a sixth of the worlds shipping around the whole continent of Africa, probably adding a lot of cost in fuel and serious operational concerns as the ports naturally aren't ready for such a huge increase in traffic.
- ceejayoz 3y agoThose plans aren't very dusty, and were likely all updated quite recently. https://en.wikipedia.org/wiki/2021_Suez_Canal_obstruction https://en.wikipedia.org/wiki/2021_Suez_Canal_obstruction
- hytfyiv3j 3y agoIt must have been obvious from the start that it couldn't last too long, making just waiting it out the logical strategy.
- sekou 3y agoTanzania may have the lowest GDP of the three port countries mentioned but Dar es Salaam has the largest population compared to the smaller cities of Mombasa and Durban. From what little I understand the Tanzanian government may be in the best place politically to use these stress tests to focus more attention on port health and capabilities. I'd be happy for anyone else to weigh in.
- ryanjshaw 3y agoNot sure why population matters. > Maersk said vessels routed around the Cape will as far as possible try to fuel at origin or destination. > “In case there is a need for bunkering en route, it would be decided on a case by case basis with Walvis Bay (Namibia) or Port Louis (Mauritius) being the top options,” a spokesperson said. I grew up in Walvis Bay and back then I could cycle from one end to the other in well under 30min. Last census says 62k pop.
- alephnerd 3y agoOh whoa! I've always wanted to visit Namibia! How similar is it to South Africa?
- ryanjshaw 3y agoIf you enjoy travelling long distances surrounded by unspoiled flora and fauna, and settling in for the night at small unpretentious places run by welcoming and passionate people you will love it.
- alephnerd 3y agoNgl that sounds amazing. I'm assuming the law and order situation is a night and day difference compared to across the border in ZA?
- zote 3y ago> From what little I understand the Tanzanian government may be in the best place politically to use these stress tests to focus more attention on port health and capabilities. The government isn't really in a good place to capitalise on this, they recently signed a deal with DP World to operate part of the Dar es Salaam port. Sentiment on the deal has been pretty negative (massive understatement of the year, no official polls but anecdotally, everyone was pretty pissed with it). https://www.ft.com/content/f5776df5-9375-438f-bbeb-bc7e8c296f04 https://www.ft.com/content/f5776df5-9375-438f-bbeb-bc7e8c296... Considering this existing agreement, the murky dealings surrounding it, the circumstances we found out about it (it was leaked). I don't see them seeking anyone's attention, or even making a show of the increased burden to show that DP World or other "investors" are needed.
- WaitWaitWha 3y agoI think most miss is that what the media refers to as "Houthis", is the de facto Shia Government of Yemen. Pointing this out because some of the comments read as bafflement over their organization and equipment. They are not a rag tag collection of villagers who decided pirating is the best path forward. They are often trained military.
- JumpCrisscross 3y ago> is the de facto Shia Government of Yemen They “exert de facto authority over the bulk of North Yemen” [1]. The problem is there is no single person who controls their armed groups. So striking a deal with one person provides zero assurance around what the others will do. [1] https://en.m.wikipedia.org/wiki/Houthi_movement#Houthi-controlled_areas_of_Yemen https://en.m.wikipedia.org/wiki/Houthi_movement#Houthi-contr...
- no_wizard 3y agoI for the life of me can't figure out how countries end up in situations where a large subset of said population is not only armed by effectively uncontrollable by the government. How do they get money for arms? Where do the arms come from? Why is the government unable to exert any realistic control within their own borders? I know its a complex political problem, but I still don't get how in 2023 we still have warlords and quasi-states like this. Is the government of Yemen so incompetent they can't exert any control over these areas? I would believe that, to be honest. I'm simply baffled is all.
- alephnerd 3y ago> How do they get money for arms? Where do the arms come from? Why is the government unable to exert any realistic control within their own borders In the Houthi's case, they're a clan. The entire clan pitched in because they were persecuted under Saleh - businessmen, service men, low level govenenent officials, etc. Familial and Clan traditons are still a thing.
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- whatever1 3y agoI like how Chinese do not want to get involved in protecting vessels, despite the fact that it’s their containers on board. Oh well, good old America has to save capitalism, yet again :)
- r00fus 3y agoWell, to be fair, the Houthi/Yemeni raids were started as a result of the Gaza occupation by Israel, and the US's failure to prevent massive war crimes in Gaza. Their demands were simply to restore full humanitarian aid (no bombing aid trucks!) or a ceasefire. Much easier than spending hundreds of millions in escorting every tanker headed to Suez.
- hotstickyballs 3y agoTrade typically involves a buyer and a seller.
- kasey_junk 3y agoChinese trade with the US doesn’t in large part go through the Suez Canal. Chinese/US trade mostly just goes directly across the Pacific.
- AlecSchueler 3y agoEurope?
- whatever1 3y agoThey are definitely not American containers. Yet everyone counts on America to save the day! Multipolar world my ass.
- AlecSchueler 3y agoChina would sooner reroute that get involved in conflicts so far from home. You're blaming people who aren't American for not being American enough. Not everything has to be resolved violently.
- smashah 3y ago[flagged]
- deleted 3y ago[deleted]
- csomar 3y agoI wrote an article the other day on how beneficial ownership makes this situation worse: https://omarabid.com/beneficial-ownership https://omarabid.com/beneficial-ownership As ships can't be anonymous (both on ownership and journey), this reduce the intelligence work to 0 by "hostile" entities. This would not have been possible if privacy was the default as their options will be reduced to a full blockade.
- r00fus 3y agoPrivacy will be weaponized eventually and that’s a major reason shipping doesn’t have it. Houthis have a request - food/water for Gaza - but Israel says no so the rest of the world has to suffer.
- j4yav 3y agoIt's so weird whenever these topics come up how there's always one or two accounts replying to every comment like it's their job or something.