Two winners from the Red Sea crisis: the shipping lines and Houthis
“Vessels ‘go dark’ to avoid Houthi attacks,” blared headlines as 2024 kicked in, and commercial ...
It was really, really tempting today to take another deep(er) look at vertical consolidation via a brand new “Against the odds: Kuehne + Mærsk – simply revisited” after our October 2020 “Kuehne + Mærsk – the night is still young, but…“.
Umbilical cord
Buoyant freight trades across several modes of transport are a boon for those major actors controlling the assets as much as for those controlling the client, and hence holding the relationship with the shipper. Their respective, likely-to-cross M&A paths* were too good a ...
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