Russia is outlining their plan. It is crucial to read and understand this article to position yourself. We are entering a new era and not going back.
In March, logistic supply chains collapsed.
- European ports ban imports/exports from/to Russia (Rotterdam, Antwerp and Hamburg). Azov-Black Sea is closed.
- Container shipping companies suspend cooperation with Russia (95% freight import to Russia) (MSC, Maersk, CMA and Hapag-Lloyd) (St.-Petersburg, Novorossiysk).
- Air freight is closed (FedEx, UPS and DHL).
- Railway and automobile routes closed between Poland - Baltic States - Belarus - Ukraine - Russia.
The consequences are:
- Higher freight rates.
- Trade increases between Russia - China by rail.
- Increase in price of uranium, coal, oil products, natural gas, metals, timber, neon, vegetable oil, fertilizers, grain, expecially for the world ex-Russia/China.
Geen opmerkingen:
Een reactie posten