CBER and the 2M prognosis – look out for WAGS on the loose
Like a WAG on a massive retail therapy binge
AMZN: WIZARD OF OZR: CAPITAL DEPLOYMENTBA: CRISIS DEEPENSGXO: UPSIDEJBHT: EARNINGS SEASON KICK-OFFAMZN: EUROPEAN REVERSE LOGISTICS GXO: NEW HIGHSCHRW: CATCHING UPBA: TROUBLE DHL: GREEN GOALVW: NEGATIVE OUTLOOKSTLA: MANAGEMENT SHAKE-UPTSLA: NOT ENOUGHBA: NEW LOW AS TENSION BUILDSGXO: SURGING
AMZN: WIZARD OF OZR: CAPITAL DEPLOYMENTBA: CRISIS DEEPENSGXO: UPSIDEJBHT: EARNINGS SEASON KICK-OFFAMZN: EUROPEAN REVERSE LOGISTICS GXO: NEW HIGHSCHRW: CATCHING UPBA: TROUBLE DHL: GREEN GOALVW: NEGATIVE OUTLOOKSTLA: MANAGEMENT SHAKE-UPTSLA: NOT ENOUGHBA: NEW LOW AS TENSION BUILDSGXO: SURGING
An in-depth breakdown on the capacity implications of the P3 alliance on the transpacific and Asia-Europe trades from Drewry. The bottom line is that the expected vessel deployment might not be as bad as some in the liner trades fear, the London-based analyst suggests. Some useful tables for shippers and forwarders who need to work detailed capacity allocations, but one of the central questions remains unanswered: how will the P3 members – Maersk, MSC and CMA CGM – continue to genuinely compete with each other, other than on price alone?
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