Essentials of general average: A synoptic overview of an ancient maritime law

This article provides a synoptic overview of the concept of general average which is one of the saving acts in maritime law. Its principles were entrenched in the Roman law which acknowledged its origins being rooted in the Sea Law of Rhodes. Its evolution as customary law through the medieval maritime codes of the Mediterranean region is also traced in the article. The reader is then brought into the modern era of the international regime of general average through the advent of the York-Antwerp Rules. The basic principles of general average loss, including expenditures and sacrifices, and general average contributions are introduced through references to a number of leading cases. The current status of this ancient law and practice and debates over its future are briefly addressed in conclusion.     

The gender perspective in maritime education and training

The aim of this article is to show if and how European maritime education and training institutions have met the increasing enrolment of women, and how shipping in general has reacted to gender equality. WMU has partly been the source for finding data related to studies in a multicultural and gender (minority) mixture of students and professors. In addition to a questionnaire to maritime education and training institutions, unstructured conversations with WMU students and professors have contributed to fact findings. Apparently, there is more to be done in order to have women compete on a level playing field in the sphere of shipping. Shipping is historically male dominated and conservative, so it is well understood that there are ropes to be untied. In this article, there are examples on how stakeholders in society have introduced policies on how to meet diversities. It is recommended that universities seriously pursue this trend. I wish to appeal to educational institutions to publish a university policy on the gender perspective and diversity management in general. The policy must be in writing in order for staff and students to understand and remember the content of the policy. This is an issue that should follow the quality assurance aims and goals and should be posted in a public place within the university’s premises for everybody to be reminded.     

State-owned Spanish Port System oversizing: an analysis of maximum operational capacity

The State-owned Spanish Port System (SPS) includes 46 ports for general use that are managed by the 28 port authorities distributed along the 8000 km of Spanish coast. SPS has not grown at a rate comparable to that of international maritime transportation. In our paper, we start from the hypothesis of a port system that appears to be oversized, subsidized, with regard to container traffic. Quantifying the maximum operational capacity of the different container terminals along the Spanish coast and their mooring capacities will provide the available dimensions for this type of traffic. In a second step, we will analyse whether SPS are sufficient (according to the perspective of international standards) to meet Spain’s needs, which is related to Spain’s strategic geographic location and its need to move containerized cargo for the domestic market. The paper concludes SPS has an oversized that limits competitiveness, which is indicated by the average transshipment ratio of approximately 50% and an average unweighted idle ratio of port facilities designed for container traffic of over 60% in the eight main ports.     

Who mans the world fleet? A follow-up to the BIMCO/ ISF manpower survey

This article uncovers that the BIMCO/ISF manpower survey, both in its data collection and methodology, could be improved upon. It suggests that there is no lack of seafarers in number, but in quality. The major potential supply/demand countries are identified. China has not only the potential to become, it has actually become, a top manpower supplier. Some traditional maritime nations, with the decreasing demands of their national fleets, have become labour supply country, which could contribute in excess of 44000 seafarers to foreign ships. There is a need and opportunity for co-operation on maritime training between suppliers and demanders.     

Maritime logistics as an emerging discipline

The evolution of maritime logistics as an emerging discipline has resulted, to a large extent, from the increasing and varied demands of shippers and customers and the rapidly changing role of ports in the context of supply and logistics chains. Scholars are becoming increasingly aware of the need to integrate logistics and supply chain management concepts in the maritime transportation chain and operations. This article aims to provide a review and foundation for understanding the domain of maritime logistics and to assess its potential as an emerging discipline. To do so, a framework for understanding the various aspects of maritime logistics strategy and implementation is developed. A synthesis of the existing knowledge on maritime logistics is done by integrating diverse explorations forming the basis of this framework. We draw upon the literature on maritime transport and ports and primarily theliterature that analyses concepts by adopting an economic or management perspective.     

Operating differential subsidies: problems and alternatives for the United States

In this paper a proposal for a Competitive Rate of Return (CRR) based operating-subsidy system is made as an alternative to the existing US foreign-cost parity ODS system. Such an alternative, if adopted, could be successful in meaningfully relating US government maritime subsidy programmes to the legitimate financial needs of the industry. From the operator's viewpoint, the risk of drastic revenue fluctuations is removed, yet adequate opportunities are provided for firms with above average performance to be rewarded for their efficiency in higher than average profits. similarly, poorly run firms have an opportunity to lose money, in spite of government subsidies.

From the government's viewpoint, the CRR programme guarantees the provision of essential shipping services at the lowest possible cost. Because of substantial incentives to the operator on both the revenue and cost side of his profit equation, it is more likely that long-run government operating subsidies can be reduced under CRR than under the present system.

Although the CRR system has been described for use in determining subsidies for both bulk and general cargo carriers, it has been recommended that this system be considered first for implementation in the case of bulk vessels, because of the newness of the bulk subsidy programme. In addition, the 1970 Act gives MarAd the flexibility to initiate such a programme for bulk vessels without the necessity of new legislation.     

Contributions to maritime economics—Zenon S. Zannetos,the theory of oil tankship rates

This paper discusses the importance of Zannetos’ 1966 book for the development of maritime economic thought. The main contributions of the book are recounted, and the empirical work in the book is reviewed.

The analysis of the present paper is a citation research on the maritime economics literature that refers to the book. Of the 42 papers in the set, about one-third refers to the book in general. A total of 35 papers refer to one or more elements of the book, with an equal number of references to: (1) the term structure of freight rates; (2) the empirical findings on the form of the supply curve; and (3) on the verification of his results.

The general conclusion of the citation analysis is that, apparently, a number of elements of his work are still very valid for current maritime economics thinking, while maritime economists have disregarded several other elements. The latter seems unjustified for some of the business structure observations that are made in the book, such as the notion that the ship is the firm, and the elasticity of expectations. The former observation is the basis for virtually all empirical work in maritime economics that is based on individual contract data (all freight rate analysis is of this nature), and the second is the basis for the analysis of investment behaviour in shipping, investigations of cyclicality and so on.

Zannetos can definitely be seen as the initiator of the important field of term structure analysis in maritime economics. In addition to this, there are several topics in the 1966 book that are as yet unexplored, and deserve empirical scrutiny.     

Conceptual framework for Comparing University baccalaureate programmes in shipping management

For a long time, a maritime education meant the education of a mariner where technical knowledge of seafaring was taught. However, shipping has evolved into a global and sophisticated business where two kinds of managers are required: one that deals with the operation of the vessel and the other that deals with the shore-side business. The education landscape for shipping has also evolved with time. A mariner’s education has evolved from apprenticeship on a ship to a professional certificate from maritime academies. The shore-side business is traditionally staffed by master mariners that made the career transition from sea to shore but the current staffing trend is to employ graduates schooled in business and/or management. It has been long recognised that shore-side business personnel should ideally be also knowledgeable in vessel operations. Under this scenario, several maritime degree programmes have cropped up around the world to bridge the knowledge gap of shore-side business personnel. This paper provides an overview of the evolution of maritime education and selected maritime degree programmes around the world and proposes a conceptual framework for comparing the programmes. The conceptual framework serves as a guide for evaluating maritime education and an aid to curriculum design where choices of courses need to be made to fit into a 3-year or 4-year study programme.     

Contributions to maritime economics—Zenon S. Zannetos, the theory of oil tankship rates

This paper discusses the importance of Zannetos' 1966 book for the development of maritime economic thought. The main contributions of the book are recounted, and the empirical work in the book is reviewed.

The analysis of the present paper is a citation research on the maritime economics literature that refers to the book. Of the 42 papers in the set, about one-third refers to the book in general. A total of 35 papers refer to one or more elements of the book, with an equal number of references to: (1) the term structure of freight rates; (2) the empirical findings on the form of the supply curve; and (3) on the verification of his results.

The general conclusion of the citation analysis is that, apparently, a number of elements of his work are still very valid for current maritime economics thinking, while maritime economists have disregarded several other elements. The latter seems unjustified for some of the business structure observations that are made in the book, such as the notion that the ship is the firm, and the elasticity of expectations. The former observation is the basis for virtually all empirical work in maritime economics that is based on individual contract data (all freight rate analysis is of this nature), and the second is the basis for the analysis of investment behaviour in shipping, investigations of cyclicality and so on.

Zannetos can definitely be seen as the initiator of the important field of term structure analysis in maritime economics. In addition to this, there are several topics in the 1966 book that are as yet unexplored, and deserve empirical scrutiny.     

Who is safe and who is at risk: a study of 20-year-record on accident total loss in different flags

The study examines 20-years of data on 36 world principal fleets and on worldfleets in general, analyses their developments, and particularly their safety records in terms of accidental total loss rates. This study confirms that the open-registry ships tend toward substandard ships. However, some open-registry countries' safety records are quite acceptable. It finds that the safety record of developing maritime countries as a group is better than that of developed maritime countries, of which some are worse than the world average.     

The determinants of maritime policy

The paper is to explore the relation between national economic development and the formulation of maritime policy. It collects and examines data from 30 maritime nations, and shows that maritime policy is determined by economic circumstance rather than the result of rational decision of policy makers. A general solution is produced for an optimum maritime policy under a given economic condition. The general solution can serve as a benchmark for future maritime policy making and research in general.     

The determinants of maritime policy

The paper is to explore the relation between national economic development and the formulation of maritime policy. It collects and examines data from 30 maritime nations, and shows that maritime policy is determined by economic circumstance rather than the result of rational decision of policy makers. A general solution is produced for an optimum maritime policy under a given economic condition. The general solution can serve as a benchmark for future maritime policy making and research in general.     

Evaluating the knowledge of experts in the maritime regulatory field

Regulations are introduced by the International Maritime Organization (IMO) into the maritime industry as the result of safety accidents and/or pollution incidents. When there is lack of historical data, then the IMO appoints experts in order to collect information regarding the costs and benefits generated to a stakeholder of the maritime industry once implementing a maritime regulation. Therefore, the role of experts in providing qualitative and quantitative information is crucial with respect to the quality of the maritime regulatory process within the IMO or other regulatory authorities. In this article, a methodology is proposed involving common criteria in determining the expertise of an individual in the maritime regulatory field. As essential part of the research methodology, analytic hierarchy process (AHP) is utilized to determine the expertise of an individual based on his/her own judgements. The regulatory authorities and other stakeholders of the maritime industry may use this method when selecting experts for decision-making. In this article, a simulation is carried showing the potentials of the AHP methodology in expertise evaluation followed by a case study.     

Operating differential subsidies: problems and alternatives for the United States

In this paper a proposal for a Competitive Rate of Return (CRR) based operating-subsidy system is made as an alternative to the existing US foreign-cost parity ODS system. Such an alternative, if adopted, could be successful in meaningfully relating US government maritime subsidy programmes to the legitimate financial needs of the industry. From the operator's viewpoint, the risk of drastic revenue fluctuations is removed, yet adequate opportunities are provided for firms with above average performance to be rewarded for their efficiency in higher than average profits. similarly, poorly run firms have an opportunity to lose money, in spite of government subsidies.

From the government's viewpoint, the CRR programme guarantees the provision of essential shipping services at the lowest possible cost. Because of substantial incentives to the operator on both the revenue and cost side of his profit equation, it is more likely that long-run government operating subsidies can be reduced under CRR than under the present system.

Although the CRR system has been described for use in determining subsidies for both bulk and general cargo carriers, it has been recommended that this system be considered first for implementation in the case of bulk vessels, because of the newness of the bulk subsidy programme. In addition, the 1970 Act gives MarAd the flexibility to initiate such a programme for bulk vessels without the necessity of new legislation.     

人力因素与船舶运输安全

船舶运输安全，是一个只有开始没有终结的永恒话题。纵观海事海损个案，可谓触目惊心、五花八门，乃至于匪夷所思、离奇离谱。海事发生后，几乎所有的人都在考问：为什么会这样？这起海损本不该发生的!依笔者航海多年的实践，就船舶运输安全的风险源的控制提出“人为因素、船舶因素、环境因素、管理因素与船舶运输安全”四点立论，并以人为因素为首要论点分解论述，以期抛砖引玉，与专家、同行们切磋交流。     

Labour relations and the transfer of the Panama Canal[1]

The international maritime community is concerned about Panama's preparedness to undertake the responsibility of what many consider to be the world's greatest maritime asset, the Panama Canal. In accordance with treaty provisions, the longer within the dominion of the U.S. government and its attendant regulatory framework and policies. To a great extent, Panama's efforts to prepare for the transfer thus far have been driven by its objective of a seamless transfer, whereby the status quo (meaning the Canal's existing institutional and organizational framework and attendant policies and procedures) would be preserved as much as possible. This would assure the maritime community that it can expect the same service and cost standards traditionally enjoyed under the Panama Canal Commission's stewardship. Still of great concern, however, is the continued reliability and productivity of the Canal's labour force; the Canal's reliability and efficient performance in the past is often attributed to its history of harmonious labour management relations. This article addresses some of the critical labour relations issues that will need to be considered even if Panama's status quo objective for the transfer is achieved.     

The subsidization of seaports: an alternative approach

The introduction of the tonnage tax for shipping companies has been a response to the declining fleets in many European countries. There are strategic and commercial reasons why a maritime presence is desirable, not least of which is to maintain an important skill base. Although regimes have differed they all offer some form of preferential rates of tax for those ships on the register. In certain cases this tax subsidy has been linked to a requirement to train seafarers, notably in the UK. This article analyses the impact of the tonnage tax system and its success in achieving its objectives of fleet expansion and employment with particular reference to the UK.     

Tonnage tax: is it working?

The introduction of the tonnage tax for shipping companies has been a response to the declining fleets in many European countries. There are strategic and commercial reasons why a maritime presence is desirable, not least of which is to maintain an important skill base. Although regimes have differed they all offer some form of preferential rates of tax for those ships on the register. In certain cases this tax subsidy has been linked to a requirement to train seafarers, notably in the UK. This article analyses the impact of the tonnage tax system and its success in achieving its objectives of fleet expansion and employment with particular reference to the UK.     

Who is safe and who is at risk: a study of 20-year-record on accident total loss in different flags

The study examines 20-years of data on 36 world principal fleets and on worldfleets in general, analyses their developments, and particularly their safety records in terms of accidental total loss rates. This study confirms that the open-registry ships tend toward substandard ships. However, some open-registry countries' safety records are quite acceptable. It finds that the safety record of developing maritime countries as a group is better than that of developed maritime countries, of which some are worse than the world average.