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Comment / OceanX: Logistics thoughts on Kuehne vs CMA CGM vs Mærsk, among others...

AOX
Olegdudko ID 113875706 © Oleg Dudko | Dreamstime.com
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Welcome to March, positive news on EU inflation and US import prices, with a spark of spring in the air.

But let’s go straight to vertical consolidation affairs.

Alex Irving, the analyst at Bernstein who recently trashed Mærsk’s integrator strategy, put it nicely in a chat with Premium:

“Who is positioned to benefit from what structural shifts in the industry, and who suffers from them? I see forwarders as having the most potential… additional complexity in supply ...

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