Supply Chain Research

Container-lines operating on Brazilian routes had yet another bumper month in August, with shipments rising 16% to their highest in over 4 years. Preliminary economic data for September shows the growth likely continued. COSCO Shipping was the fastest growing major line with a 42% expansion on a year earlier. With the CSCL restructuring in the past that indicates strong organic market share gains. The acquisition of Orient Overseas deal won’t add significant volumes. Maersk was the main loser with a 5% drop in traffic. It may have taken a less aggressive approach while awaiting the appro...