Trump-Houthis deal – expect further 'rate declines...after port congestion'
Ocean: supply-demand balance getting ‘structurally looser’?
Damned if they do, damned if they don’t.
(Yet more so if they don’t.)
Not so fast?
With the European ocean oligopoly, as widely advertised, having recently completed their latest deal-making rounds – Senator (Mærsk); ’BAL’ (MSC); Ingram Micro C&LS (CMA CGM); Deutsche Afrika-Linien (Hapag-Lloyd) – it will be just a matter of weeks, or “even days”, if you listen to the M&A bulls, before fresh capital is deployed by any of them to chase incremental growth, inorganically.
Via M&A, that is
After all, sift through their respective ...
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Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
Houthis tell Trump they will end attacks on Red Sea shipping
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
MSC revamps east-west network as alliance strategies on blanking vary
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
Comment on this article
Hans-Henrik Nielsen
June 07, 2022 at 4:11 pmInteresting musings. In the meantime, my little company will keep our powder dry and continue organic growth. I like a lot of cash on the ready.
Good luck to everyone
Alessandro Pasetti
June 08, 2022 at 6:12 amThanks for your comment, Hans-Henrik Nielsen, and good luck to you!