With billions to burn, shipping lines fear nothing in H2 25
‘In the name of share’
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
The takeaway from Drewry’s latest quarterly Container Forecaster is that replicating last year’s financial performance – which was hardly stellar by any stretch of the imagination – this year will be a tough ask for container shipping lines. Capacity on the headhaul westbound Asia-Europe trade is expected to increase by a mighty 10.2% this year. The trade is already suffering from serious overcapacity, quite what effect this addition will have remains to be seen, although it’s likely to be X-rated viewing.
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