Singapore / Malacca friction is +35.3% versus its recent baseline.
What this means: This is the kind of internal shipping degradation to watch before the broader tape fully prices the narrative.
Source post
Singapore / Malacca friction is +35.3% versus its recent baseline. 7-day average: -1.3% Median underway speed: 6.0 kn Track this live in beta -> Track this live in beta ->
Follow-up context
What this means: This is the kind of internal shipping degradation to watch before the broader tape fully prices the narrative.
Paths: Up if friction stays elevated for multiple sessions and the market starts pricing it more aggressively. Flat if friction remains above baseline but does not deteriorate enough to force a big...
More notes in the system
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