'Mærsk-quits-Schenker' effect? Short-lived!
Sneak peek mode on
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
In its June 2024 update, DHL Global Forwarding says that “pick up in demand has taken the market by surprise, leading to a shortage of containers and capacity”.
Moreover:
– “Containership diversions to the Cape route remove another 7% of the total capacity.”
– “Despite a record increase in nominal capacity from new deliveries, effective demand currently exceeds it.”
– “Container shortage has worsened in many Asian locations, with all new boxes fully booked until August.”
– “Capacity shortage could last through usual peak season until October.”
The full report can be downloaded here.
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