Comment / Adapting China and (not-so) screwed ocean carriers – where we stand

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There’s plenty of evidence that the existential threats to supply chain – a topic we first touched upon in May 2020 – are serious.

Shifting trade patterns are on everybody’s lips, just as the power of China in global trades is questioned alongside the way it’s adapting to the new normal.

In what is a brief sequel here to yesterday’s ’Yield of dreams’ by Bernstein, another note from the sell-side house was published today, focusing on restructuring logistics and complexity, a key driver ...