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title
The Bonddad Blog
description
Still nerdy after all these years
image
site name
author
updated
2025-12-16 18:53:27
raw text
The Bonddad Blog The Bonddad Blog Still nerdy after all these years Wednesday, January 24, 2024 Attacks on Red Sea shipping, and its tie to US energy consumption - by New Deal democrat The drought in economic data continues today. So let me continue on the issue of energy, tying into yesterday’s note on hybrid and electric vehicles. Here’s an eye-opening graph from JP Morgan via Carl Quintanilla’s social media feed , showing an 80% decline in shipping through the Suez Canal following Houthi attacks on commercial vessels at the entrance of the Red Sea: That’s a much bigger decline than can be explained by the alleged limitation of Houthi attacks on shipping tied to Israel and the US. There is some financial media speculation that this is leading to a big increase in shipping costs, which could create another inflationary push due to supply line constriction. Well, yes and no. Here are container ship rates from Harpex for the past year: Shipping rates *declined*...
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