Asia-Mexico trade – the supply chain version of 3D chess
A complex knot of mutual and exclusive interests
Shipping expert Olaf Merk looks at the future of container shipping in this insightful blog post. From consolidation to wildcards, Merk looks at how “frantic” merger activity has dominated container headlines in the last three years. He also considers the politicisation of Cosco’s ascendancy in the rankings – an ascendancy largely propelled by acquisitions that Merk believes won’t stop until it has become shipping’s top dog. With Cosco’s growth, Merk asks what the future is for CMA CGM, which entered the Ocean Alliance as dominant player but may be eclipsed and left junior partner if the Chinese line gets any bigger.
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