楼主:
iio ( )
2021-07-09 15:44:14※ 引述《kech9111 (= =)》之铭言：
: 看到水手说拜登没要搞海运运价只有陆运，还说行政命令还没要签，也有人说海事委员会
: 主席说压抑运价没用
: 去查了外电
: https://reurl.cc/W3blQD
: 内文重点
: 联邦海事委员会主席对白宫的行政命令表示欢迎，呼吁司法部帮助 FMC 调查海运承运人
: 向托运人收取不合理的费率和费用。
: 该行政命令呼吁联邦海事委员会打击不公正和不合理收费，并与司法部合作调查和惩处反
: 竞争行为。
: 现在是司法和行政部门都要出动了
: 航运龙头马士基也连跌两天了
: https://i.imgur.com/fSgoiQw.jpg
怎么只翻第一段恐吓水手们ㄋ~
来 这是第二段
简单的说 华尔街 : 没用~ 问题出在于供需失衡不是垄断啦
Industry consolidation not the problem?
Wall Street questioned the move by the White House, pointing out that a surge
in demand – not industry consolidation – has caused rates to climb. The
issue, according to an equity note published by investment firm Stifel, “has
little to do with consolidation and everything to do with weak demand
pre-pandemic not incentivizing building new ships. Given its low barriers to
entry, the implications to the shipping market are virtually nonexistent.”
Maffei acknowledged that the current demand for imports is unprecedented. “
That’s the lion’s share of this current crisis,” he said. However, he
pushed back on the argument that a lack of competition is not at least part
of the problem.
“When you have a demand spike and there is full competition – meaning
anyone can come in and satisfy that demand immediately with more capacity –
there is not an issue,” he said.
But that is not the case in the container shipping and rail sectors, Maffei
pointed out.
“Railroads have to lay track, container carriers have to build ships, and
that takes time. So by having a more consolidated industry, you set the stage
for some of the price increases that we’ve seen. They’re not due directly
to a lack of competition, but they’re related to it.”