Shippers welcome new ocean capacity, but it won't stop price increases
In the absence of carrier-led price hikes, container spot rates largely flattened on the transpacific ...
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A crucial earnings season begins next week for the companies on our radar.
As global supply chains are challenged by regionalisation and vertical integration of services and digitisation, among other exogenous factors, the fundamentals of most asset-light firms are a delicate margins-vs-volumes balancing act. Meanwhile, the container shipping companies and integrated logistics providers are, respectively, in transition mode and in a state of flux.
The spotlight next week, 29 January, will fall on CH Robinson, which reports after the US stock market ...
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