Spot rates: the Fortnight Brace principle holds – for now
Push me, pull me
In the coming weeks, second-quarter results from the listed container shipping lines will reveal the impact of the 2 April Liberation Day on the container trade, and its effect on carriers’ balance sheets.
Prior to that, OOCL’s 2Q25 operational update, and the latest report on major US port volumes from John McCown, give us an insight as to what we might expect to hear in the forthcoming earnings calls.
In short, the industry is already in choppy waters – but that’s hardly ...
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