Trump-Houthis deal – expect further 'rate declines...after port congestion'
Ocean: supply-demand balance getting ‘structurally looser’?
We’ll have plenty of time to reference again in the near future the stunning, record numbers released yesterday by AP Møller-Mærsk (APMM). But let’s rewind now to 11 February 2022* and then look forward to what capital allocation means in the APMM value chase. Or, rather, in the chase to a new bottom (next likely episode soon on this screen).
(*When Premium published: “Mærsk’s 10.7% WOW factor hits the history books (until next year)“.)
Management said in the call with analysts that ...
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Spot rates on transpacific surge after news of tariff time-out
Shippers should check out the 'small print' in China-US tariff cuts
'Cargo collision' expected as transpacific capacity tightens and rates rise
Houthis declare blockade of port of Haifa – 'vessels calling will be targets'
European port congestion now at five-to-six days, and getting worse
Another CMA CGM vessel heading for Suez Canal – 'to mitigate schedule delay'
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