Shippers welcome new ocean capacity, but it won't stop price increases
In the absence of carrier-led price hikes, container spot rates largely flattened on the transpacific ...
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 ...
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