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

ID 19085770 © Gary Whitton | Dreamstime.com

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 ...