Deep-sea container shipping price momentum surged in May, even though volumes into the North American West Coast slowed. We think this is a head-fake, but will monitor developments closely.
What is covered in the Full Insight:
May pricing surge and volume growth cooling
Low impact of fuel price trends on carrier earnings
Effect of a ceasefire in ME on container rates
YTD share performance analysis
Prediction of Q2 2024 results and Long/Short pairs
SUMMARY
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