Backhaul blues and a gradual decline in liner schedule reliability
Liner schedule reliability data continues to show the Gemini Cooperation achieving the highest on-time vessel ...
A bit of straight reporting today from me, trying to connect the dots for a crucial trade development.
Because, with two dedicated Asia-Mexico services set to be launched this month, the container shipping sector* is lining up to handle a surge in volumes into the US’s southern neighbour – most likely on the back of soaring Chinese investment into the country.
(*By way of background, this has been high on our radar for quite some time. Here’s what our Mr Joy bearishly ...
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