In March we believe average deep-sea container rates fell Y/Y. Risks facing the carriers -- higher tariffs, new levies on Chinese ships in the US, a Red Sea re-opening -- are piling up, so stay SHORT!
What is covered in the Full Insight:
Introduction
Price Momentum and Container Rates
US Tariffs and Levies Impact
Impact on Carrier Profitability
Investment Recommendation
SUMMARY
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