EXCLUSIVE: MSC vs CMA CGM – twists and turns at Clasquin & Ceva
Rivalry? What rivalry?
As cash-rich AP Møller-Mærsk (APMM) continues to deliver, banking on heightened geopolitical risk “and flawless execution”, trade sources in our circles have been “quite impressed” by key recent appointments in logistics as well as financial discipline at group level.
New guidance out
It is a similar playbook for APMM drawing from the past few years, “but different this time”.
Now take the crystal-ball update from…
Two years ago
And rewind to 3 June 2024, when APMM noted:
“On the back of continued strong container market demand ...
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