I'd speculate, based on some info from a SA, that some 2k cars may have been sold in Q4 for the Iberian peninsula.So the big story today is that we have three ships at anchor, 2 of them deliberately not entering the port to unload.
This has all the indications of being a commercial decision.
We have seen this happen several times before and it has taken a couple of days before we saw the ships move again. It's not helpful that it's a weekend.
I suspect we won't see any movement until Tesla in Texas opens on Monday and so Tuesday is perhaps more realistic to see any movement from the ships if it is quickly resolved.
Will it be resolved in time for SFL COMPOSER's arrival in to Southampton or will we see the ship divert to anchor off Lisbon?
Ships south of Suez don't appear to have recieved any change of orders at present.
It's like an Eastenders plot, whatever next?
Also recently had the information of some orders expected for the end of March in Portugal, which had an initial EDD of May.