CBER and the 2M prognosis – look out for WAGS on the loose
Like a WAG on a massive retail therapy binge
Here’s one scenario of the inevitable shake-up of the four east-west container alliances this year, as the current batch of M&A activity settles down. Original analysis from Chas Deller’s shipper consulting operation, 10Xoceansolutions, and Splash247 sees Cosco and APL joining Ocean 3 and turning it into Ocean 5, leaving a diminished KHYE alliance, while Hamburg Sud steps into the G6 to replace AAPL. All of which would leave the question of where a merged Hanjin-Hyundai South Korean super carrier would position itself.
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