OX: Live tracking; Big Blue's mixed Q1; and a box of magic
A little touch here, a little touch there
March is coming to an end shortly and Sunday marked the 100th day of the Red Sea crisis, with little hope of a solution in the near term.
While carriers…
…might be grateful for the “Houthi bounce“ and that, hopefully, will show to some extent in their Q1 results, Alphaliner published their quarterly analysis for Q4 23 carrier financials –> industry Ebit: down -3% ahead of a very challenging 2024.
In negative territory for the first time since ...
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Shipper frustration as spot rates rise alongside demand, and cargo is rolled
Asia-Europe ocean trades a nightmare scenario – 'unless you're a carrier'
Maersk raises surcharges as Red Sea risk expands and costs mount
Heavy speculation in China’s container shipping futures as Gaza War drags on
Rail strike looming in Canada: it will come 'at the worst possible time'
Flexport's newly liveried aircraft ready as business looks up
Q1 'better than expected' for Maersk – but 'there's more pressure to come'
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