The industry’s “third age” is consolidation: portfolios are being optimized for returns and resilience rather than footprint growth; expect more selective M&A and partnerships. Drewry outlines how global terminal ownership is entering a consolidation-led phase after decades of greenfield expansion and financial-investor build-ups. The deck maps who’s buying/selling, the role of liner-operators vs. GTOs, and the drivers (capital discipline, risk, […]
