Container rate rally has more legs than bears assume
Precision needed on what drives box rates
ID 42922608 © Eti Swinford | Dreamstime.com
By Ruben Huber
… softer volumes, scrapping trends, super-slow steaming and a shift of trade patterns. Want more?
The many happy reunions in Munich are one week behind us and reflection from distance makes us all realise how much things are now moving.
While volumes on the key east-west tradelanes continue to normalise from pandemic highs and in fact are down a lot from those (CTS Q1 numbers down -6.7%), however the changes in geopolitics seem to also open a lot of new corridors, that ...
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