2021 is a historic year for the global shipping industry, especially Vietnam, which is characterized by serious port congestion, sharp rise in freight and charter prices, and a sharp increase in the number of new shipbuilding. By 2022, there will be some noteworthy features in the port and logistics industries. According to Clarksons, chief economist, in 2022, the demand for maritime transportation will still grow faster than the supply (the demand growth rate is expected to be 4.2%, while the total freight growth rate will be 3.8%). The growth of port output may improve from the low point in 2021, because production activities have resumed after the relaxation of social isolation. It is estimated that the growth rate will maintain an average level in the first half of 2022 and accelerate in the second half. It is estimated that the annual growth rate is about 10%-20%, which is higher than the annual growth rate under normal conditions.
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