DB Schenker – high bid whisper and... hope
A deal to regret
This earnings season, you carefully listen to the conference calls between management teams and the sell-side analysts, across various verticals, and the restocking theme is certainly on the agenda but it is not as pressing as it was, say, only three or six months ago.
Everybody indeed is hopeful that it’s going to get better, a lot better, as big US importers replenish their stocks of goods.
Then, knowing that the bullish narrative and anecdotal evidence point to very different takes, you ...
Asia-Europe ocean trades a nightmare scenario – 'unless you're a carrier'
News Podcast | May 2024 | Container shipping: a riddle, wrapped in a mystery, inside an enigma
Flexport under fire as Peloton claims 'unfair D&D fees' cost it millions
Maersk raises surcharges as Red Sea risk expands and costs mount
A 'carrier-controlled market' as spot rates rise and capacity tightens
Heavy speculation in China’s container shipping futures as Gaza War drags on
Capacity problems loom as transhipment boxes clog major West Med hubs
Comment on this article