The 'enviable position' of carriers' balance sheets...
What the numbers suggest
Esteemed JOC journalist and senior tech editor Eric Johnson, as usual ahead of the weekend had (the 97th edition of) his The LogTech Letter published – I thought I’d add today some musings, having shared some rumblings, mostly, with shipping market veteran Mr Ocean in the past 48 hours.
Friday massage
In a LinkedIn post headed “The Real Rivals in Container Shipping“, Johnson argued that (emphasis in bold added):
“Luke Wilson’s character in Anchorman, Frank Vitchard, thought he had the upper hand in the news ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
Hong Kong drops out of world's top 10 busiest container ports
How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
The rise and rise of China's ecommerce platforms
Carriers look to short-term gains over blanking, as Red Sea crisis props up rates
Capture of MSC Aries will further drive up Indian export costs
Cargo flows through Dubai delayed by flooding, with 300 flights cancelled
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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Ulrike Zirwen
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