Carrier Strategies, Cost vs Value & the Supply Chain Impact

shipping analysis and trade

Key Points to take away:

The supply/demand balance is weak and will not improve in the near term.

Rate pressure has been focused on the Asia-Europe trades but cascading will spread this effect.

Recent ordering will postpone recovery–even if demand remains strong.

Low fuel prices will speed-up vessels but also lift demand – in the medium term a neutral effect?

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