Comment / Revenge will be a dish served frozen to the shipping lines in 2023

Achase

ID 19085770 © Gary Whitton | Dreamstime.com

19/12/2022

Earlier this month, I revisited my coverage from 2022 forecasting what may happen in Global Logistics. Main focus was on commodities, spanning my 2023 outlook for AdBlue and oil – yet today two other key subjects I brought up previously, and that need a bit more digging, stand out: China and inflation.

Both leading, sequentially and conveniently for the narrative, to international shipping and a health check, since China’s exports are influenced by inflation in the Western world – which, in ...

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China oil Supply chain radar Vertical consolidation Air India Apple Apple's supply chain Bloomberg China +1 decoupling Indigo Mundra Port South East Asia Tamil Nadu Transport intelligence (Ti)

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