OceanX: A foggy trade environment that's tough on M&A
Apparent deadlines
March is coming to an end shortly and Sunday marked the 100th day of the Red Sea crisis, with little hope of a solution in the near term.
While carriers…
…might be grateful for the “Houthi bounce“ and that, hopefully, will show to some extent in their Q1 results, Alphaliner published their quarterly analysis for Q4 23 carrier financials –> industry Ebit: down -3% ahead of a very challenging 2024.
In negative territory for the first time since ...
European importers face backlogs as rail delays exacerbate port congestion
Global shipping to shift as Europe and southeast Asia fill US gap in China trade
MSC joins lines cutting transpac services – but it's not enough to halt rate slide
Transpacific drop illustrates shifting global container trade patterns
Wednesday still 'Tariff Day' – even if Trump changes his mind again
Gemini to reintroduce direct Asia-Europe calls at Aarhus and Gothenburg
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