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𝛼SKMonthly Container Shipping Tracker | No, Not All Trade Disruptions Boost Carriers (February 2025)
719 Views28 Feb 2025 10:24
After a respite in December, container shipping price momentum plunged again in January. We expect rates and profitability to decline sharply in 2025-26 and suggest investors SHORT carriers.
What is covered in the Full Insight:
- Introduction: Trade Disruptions and Carriers
- January 2025 Price Momentum Decline
- Impact of Supply Chain Disruptions on Carrier Rates
- Future Challenges: Tariff Changes and Trade Shifts
- Investment Perspective: Short Thesis on Carriers
SUMMARY
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Full Insight
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