OceanX: Strik...in' short (as we expected); DSV masterclass; MSC’s M&A green-lighted
And the fun soon begins with earnings season
Olegdudko
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© Oleg Dudko
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Dreamstime.com
By Ruben Huber
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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