For more on my daily take, please read my main coverage today of… Singapore, Indonesia, Trump and deep customer intimacy with CH Robinson.
Out soon.
The usual weekly wrap follows.
––>OCEAN
Detailed summary on the recent carrier stock developments – of course, the only one without upswing is Maersk…
2M ‘most reliable‘… but also easier to dance with one partner than with many of them… and whether that “reliability“ gets rewarded with better margins is …
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