Capacity injection for east-west trades as more ULCVs are delivered
East-west tradelanes saw some capacity injected over the past two weeks as several large containerships ...
I am not a big fan of charts, but certain trends are undeniable, and are, happily, there for all of us to see.
In other words, either the fall in value of all the major companies on my radar in the T&L space represents a bargain-basement opportunity ? or there could be real trouble ahead.
(click to enlarge)
(In the basic chart above are shown the performances of DSV, Panalpina, K+N, Expeditors, CH Robinson, XPO, Maersk, Hapag-Lloyd and the DJTA)
There are several ways ...
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