The primary concern is the increase in 30- and 60-day delinquency rates, and even though the rate is historically low, it has increased from 2.32% in Q1 2023 to 2.92% in Q1 2024.
Calculated Risk : I don’t think this increase is much of a worry, but it is something to watch.
商船は喜望峰へ迂回しており、ポートウォッチによると、喜望峰を通過するタンカーと貨物船の2024年4月の1日当たり平均通航船舶数は81.9隻と、前年同月の45.2隻から81.2％増加した。
