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ID 22419 © Steve Reed | Dreamstime.com

Lessons from past cycles in shipping?

Do we have any?

Sure thing.

And, more broadly: What should we expect in transport and logistics (T&L) as asset-heavy carriers try to connect the T&L dots?

And then: Who got their strategy right so far in capital deployment?

We haven’t learned a lot, it seems, if you look around at how people have behaved since Covid hit us, I say, in life and business – but my views are meaningless.

Get going 

More specifically, just as in the trade we ...

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