The 'enviable position' of carriers' balance sheets...
What the numbers suggest
As geopolitical risk heightens around the world, there is a lot of bluster about the China-Australia trade relationship. But is it just talk? (You may have recently read this: China is bringing its trade boom with Australia to an end.) Perhaps there is an opportunity to re-assess the strategic risks of trade relationships? Also, briefly here, some musings on a former Toll executive who applies her playbook at her new gig with predictable results.
Whether you are a fan or not, let’s set out with the picture ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Hong Kong drops out of world's top 10 busiest container ports
'Slow season' and ocean network stabilisation easing pressure on rates
Bottlenecks and price hikes as airlines now avoid Iran airspace
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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