Comment / Supply chain radar: 18k teu container vessels 'a step too far'? Try $80bn+ of debt & surging goodwill...

… one of the most powerful recipes for disaster for such a highly cyclical industry such as container shipping in a late business cycle.

“I told you so”

A story we published on our Freemium platform earlier this week – please read: 18,000 teu container vessels were “a step too far” – got massive traction in the marketplace, one reason being, I think, that several logistics operators who typically deal with the carriers daily have waited this moment… for years – surely, well before I was ...