4Q18 Outlook – Logistics: Rates and Mates; Container-line Strategies To Watch — Panjiva
Más

Panjiva_research_logo

4Q18 Outlook – Logistics: Rates and Mates; Container-line Strategies To Watch

Corp - Shipping 608 Global 722 Mode - Containerized 1005 Mode - Seaborne 1273 Outlook 42 Theme - Rates 141

The major container-liners have pursued a self-help strategy so far in 2018, raising rates via the use of emergency bunker fuel surcharges in response to higher costs. They have also started to look ahead to passing the cost of tighter sulfur emissions to their customers. Capacity issues will continue to be a challenge in the near term though – Maersk and MSC may restart a China-Europe service despite falling rates. Consolidation via mergers or acquisitions as a longer-term response does not yet appear to be at the top of the agenda despite the recent decline in the sector’s profit margi...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.