TRACKING TRAFFIC/Containers & Air Cargo: September Box Rates Pop | Air Freight Volume Stagnates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
484 Views
AP Moller Maersk: Restructuring yet to Bear Substantial Benefits
We remain skeptical on Maersk's recent announcement related to the restructuring of Damco and other regional units . On a positive note, a closer...
329 Views
Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
430 Views
TRACKING TRAFFIC/Containers & Air Cargo: August Box Rates Stop Falling | Air Cargo Yields Firm
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
399 Views
TRACKING TRAFFIC/Containers & Air Cargo: Nearing the Trough, But We May Be Stuck Here For A While...
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
495 Views