The 'enviable position' of carriers' balance sheets...
What the numbers suggest
Waking up early in the morning, European time, before trade subsides in Asia Pacific is such a pleasure when the performances of three public companies listed out there, all prominent on our radar, stand out. Even more so on days like these, when a rising tide lifts all boats.
First off, Australia’s WiseTech (WTC), which hasn’t received a great deal of attention for some time. With its annual general meeting coming up in late November and the interim fiscal H1 21 ...
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
Hong Kong drops out of world's top 10 busiest container ports
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
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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