Trump-Houthis deal – expect further 'rate declines...after port congestion'
Ocean: supply-demand balance getting ‘structurally looser’?
Breath and think: What will the world’s shipping lines do with their once-in-a-generation windfall?
What are they actually doing?
In short: better to hide for some time.
How?
Call the doctor
Premium recently penned a very thought-provoking column – headed: “MSC – a bit Amazon, a bit UPS. With an eye on DB Schenker” – regarding how the world’s largest ocean carrier could possibly be spending its recently earned war chest both within and outside transport and logistics (T&L).
Billions of dollars, not millions. On top of the other ...
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