Comment / On the wires: Changes

“The global freight forwarding market is at an unprecedented point of change.” – Transport Intelligence, 22 September, 2020.

Having processed lots of information in the past few days, including ballooning gross profit estimates associated to the air freight trade (Q2 ’20 was likely peak anyway) and overly bullish assumptions for freight rates in ocean (that may or may not be here to stay; I opt for the latter), I really am pleased to share today the main findings of a compelling ...