Q1 'better than expected' for Maersk – but 'there's more pressure to come'
Stronger-than-expected demand and continuing disruption from the Red Sea crisis produced a better-than-expected return for ...
While most observers focus on about half a billion dollars of aggregate net losses for the major ocean carriers in the first half of 2018, I am pleased to offer a rather different diagnosis on the health of the container shipping industry, based on cash flow management considerations.
I have not turned bullish yet, but the reminder of the year might be less complicated than many suggest, based on certain metrics.
Pivotal Q3
An alternative approach to gauging adjusted/unadjusted P&L losses is important when ...
FAK rate hikes holding, with strong demand into peak season predicted
DSV could face $16m bill after helicopter is written off in haulage accident
Déjà vu as major ocean carriers scramble for tonnage and containers
Indian trade disrupted as port congestion forces liner services to skip calls
Trade growth getting stronger, but ocean freight rates stay flattish
Rising costs of port congestion force surcharge by Asian feeder operators
Global airfreight volumes blooming as flower shipments take off
Colombo capacity crunch adding to container line woes
'I'm scared', says Boeing whistleblower, after two others suffer mysterious deaths
Don't get too confident for Q2, market risks haven't disappeared, warns Yang Ming chief
Don't chase that final dollar, warning to shippers delaying signing new contracts
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