DVZ radar: Vincent Clerc says Hamburg port is 'overrated'
Forthright
As I sat in my oval office in the wee hours starting to write a very nasty note – the obvious intended angle being to slam a catchy report* published this week – luckily my subconscious drifted away.
(*Quoting analysts who argued that AP Møller-Mærsk (APMM) has a $20bn “war chest”; with me looking for evidence to explain why a fourth of that, assuming certain trends for bunker costs/freight rates/others, could be top end as oil prices storm ahead of fundamentals. Never mind?)
Ahead of ...
Canadian government invokes 'red tape rule' to prevent rail strike
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'Liner panic' as new container production hits a post-Covid peak
Vessel juggling leaves ocean alliances short of Asia-Europe capacity
E-retailer demand surge to drive extended boom in trans-Pacific air freight market
More checks and delays at Nhava Sheva after latest seizure of goods from China
California staff launch class action against Ceva over 'breaches of Labor Code'
East-west freight rates continue rise; even transatlantic edges up
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