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Comment / Market Insight: From CMA CGM to DSV, K+N et al – welcome to Bollywood

ABCDE
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The week just left behind was the classic cherry on the cake as far as strained supply chain relationships and hidden dynamics are concerned.

Reading the logistics tea leaves: upshot

Curiously yet timely for the narrative, AP Møller-Mærsk released a premonitory, short video – headed “Discover the UPSIDE with integrated logistics” – last Tuesday (its stock hit a Dkr19,720 record, unrelated to the stunt).

A couple of days later, on 9 September, CMA CGM informed the market that it planned to “stop all spot ...

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