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An interesting piece on LinkedIn from the JOC’s Greg Knowler. He points out that the 130,000 teu-worth of blanked sailings over July and August is causing something of a headache for shippers. They would like three to four months’ notice, and without that they will likely look for other, more reliable alternatives, such as China-Europe rail services. And carrier choice – which used to be a way to avoid the disruption – no longer exists with just the three alliances left. Worth a read – particularly as it’s JOC quality, albeit short, for free. 

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  • Rajeev S Babu

    July 18, 2019 at 6:30 am

    Not unexpected considering weakening factory output in China.
    Even Cosco had to cut its container capacity across the Pacific by 10% last August.

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