OceanX: Flames, Blames, Claims and... container freight futures
Pray for peace
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
Here’s an interesting argument – the failure of a traditional pre-Christmas peak season to materialise during the normal August-October period during the last few years has actually created such large variances in demand levels, accompanied by huge swings in freight rates, that shippers have to re-think the levels of volumes they want to contract to either ocean carriers or non-vessel operating common carriers. And strategy varies depending on the size of shipper and the type of logistics operator they partner with.
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