Comment / War risk, west coast power = Expeditors & CH Robinson among the winners?

ID 80578395 © Alexandr Ermolaev | Dreamstime.com

The guessing game is on.

How cool is that.

Snapshot

With war risk now fully digested by the crews of analysts around the world, some more bearish than others, it’s the perfect time to digress on who will win rather than trying to spot the losers.

In a note to investors out yesterday*, 15 January, UBS was the latest sell-side house to note that a swift “return to normalcy appears unlikely”, however, “disruption could see opportunity” for a few ...