OceanX: China post-CNY – less cloud, more balloon; Mærsk's moves; a tough Q4
Things are looking up, in China at least
The corporate story of Chicago-based Echo Global Logistics is fascinating – it divides observers who think aggressive financial engineering is not a limitless panacea from those who believe the group has options to grow profitably, helped by M&A.
While crafting this column, I have also come to terms with the idea that fraudulent macroeconomic growth could continue to be the engine of its corporate strategy, as well as the corporate action of other asset-light companies among the broader transport and logistics operators. (I should make it very ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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