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AP Moeller - Maersk A/S
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Monthly Container Shipping Tracker | Rates Bottoming | Fuel Tailwind Easing? | (August 2023)
Equity Bottom-Up
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23 Aug 2023 01:28
Our analysis shows pricing momentum for carriers remains depressed, but stable. In other words, conditions are not deteriorating. But fuel prices are becoming less of a tailwind here in H2.
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