The 'enviable position' of carriers' balance sheets...
What the numbers suggest
There are few strategically challenging conversions I enjoy as much as talking vertical consolidation with Mr J Catch, a long-standing Premium supporter.
(This week I had that pleasure on Tuesday, conveniently a day before CMA CGM announced strengthening domestic sea-air ties with Air France-KLM.)
Like a joyful roundtable, but better. And that was preceded by several exchanges with Mr Pink and Mr Yellow and others, ending up with the cherry on the (Premium marketplace) cake, Mr Ocean.
The fly in the ointment, as always when I ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Iran may now pose a threat to multimodal supply chains via Dubai
Capture of MSC Aries will further drive up Indian export costs
Alex Lennane
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mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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