Comment / The container capacity conundrum – don’t bet against the house

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Plenty of reports indicate that supply will significantly exceed demand for global container shipping capacity, hitting the earnings power of ocean carriers hard.

However, the shipping lines have learnt a trick or two to protect their margins, when the odds seem stacked against them.

Let’s look.

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I recently wrote about the effects of overcapacity in Australian Transport here and in the United States, as you may recall.

Now it looks like container shipping is about to ’enjoy’ the ...