OceanX: Hapag-Lloyd and 'the cost of quality'; Q4 '24 Ebit slump for carriers; AI agents
Also: US Trade Representative fears and the politicisation of everything
Greetings from São Paulo!
I arrived here a couple of days ago for the (respectfully!) ’infamous’ Intermodal South America event that starts today – and then on the agenda there’s a bit of a South American tour for me, covering Brazil, Chile, Argentina and Uruguay.
Soon after I checked in at my hotel, I headed down to the Ibirapuera park, which especially on weekends assembles some of the finest athletes the country has to offer. The ...
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