The earnings driving this year's rally in container shipping and air cargo have more to do with capacity trapped in the wrong place than with how much the world is buying and shipping. The open question is how long that lasts once the specific shocks behind it begin to fade.
The earnings driving this year's rally in container shipping and air cargo have more to do with capacity trapped in the wrong place than with how much the world is buying and shipping.
The open question is how long that lasts once the specific shocks behind it begin to fade.
Container shipping's disruption began in earnest in December 2023, when Houthi...
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The earnings driving this year's rally in container shipping and air cargo have more to do with capacity trapped in the wrong place than with how much the world is buying and shipping. The open question is how long that lasts once the specific shocks behind it begin to fade. Container shipping's disruption began in earnest in December 2023, when Houthi...
Disruption, not volume growth, has become the main earnings driver.
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