Looking for a Ship – If Cargo Is the Chicken & the Ship Is the Egg – We Start With the Egg.

The data supporting China’s rise to the top of shipbuilding demands a second look at the historical analysis of supply (ships) and demand (cargo). Putting the cargo demand aside for the moment and placing the spotlight on China’s shipyard capacity, let’s take a light look at the supply side and how this nation’s embrace of shipbuilding may skew the number of actual deliveries from what may be a “virtual” order book.

This is only an excerpt of Looking for a Ship – If Cargo Is the Chicken & the Ship Is the Egg – We Start With the Egg.

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