Asia-Europe peak season? Mind the capacity gap
With one eye on the boomerang effect
With vessel asset prices remaining stubbornly high and carrier earnings set to decline, investors may see the next two quarters as a jumping off point from the sector.
The policy and geopolitical backdrop to containership markets have yielded an evident impact on freight market dynamics, but for now both vessel time-charter rates and asset prices have barely budged. This disconnect between freight and time-charter market fortunes seems set to endure for much of this year at least.
As of mid-March, spot rates ...
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