OX: Rates soar, yet seaborne trade landscape changing long-term
Looking ahead
The first quarter of 2024 has gone already and the books are being compiled.For many it means the “Houthi bounce“ has thankfully dragged for over a quarter and that is expected to have a positive impact on financials, particularly for the carriers.
What is unlikely to be a bearish spring – even assuming certain adjustments down to estimates meet actual figures – could bring a decent Q1 update as added complexity, no doubt, helps money-making in supply chain these days.
Going forward ...
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