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

Supply Chain Research

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

Corp - Shipping 973 Global 1389 Mode - Containerized 1465 Mode - Seaborne 1798 Outlook 95 Theme - Rates 233

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...

Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.