Comment / Analysis: Countdown on for (dirt cheap) 'Record Mærsk'

All the way.

Gift and lift 

Another calendar quarter gleefully wrapped up yesterday, and make no mistake: Q2 22 will likely be remembered as one of the hottest ever stretches in asset-light/heavy transport and logistics (T&L).

The sector is now faced, across its multiple subsets, with a growth/earnings risk cliff of epic proportions, if certain bearish estimates are met.

Background

As we duly prepare to welcome a host of T&L firms reporting from later this month when, Stateside, trucking and intermodal player JB Hunt opens ...