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OCEAN CARGO: STORMY SEAS ahead for carriers
| 题名： | OCEAN CARGO: STORMY SEAS ahead for carriers |
| 正文语种： | eng |
| 作者： | KAREN THUERMER |
| 摘要： | Global ocean carriers reached the top of the bullish market in 2022 by realizing high profits largely due to tight capacity and exceptionally high container rates. In fact, analysts at Blue Alpha Capital project that the world's biggest container lines are on course to post profits in 2022 that will top 2021's record by 73%. However, worldwide recessionary and inflationary pressures are now chipping away at these fortunes. "Recession now appears likely in Europe and North America-economies that account for half of global output," says Rahul Kapoor, vice president at S&P Global Market Intelligence. So, what factors will most affect ocean shipping as it enters these stormy seas? Spencer Shute, principal consultant at Proxima, identifies three trends: overall reduction in consumer demand; new ships adding additional capacity; and souring origin changes (off-shore vs near-shore or re-shore). |
| 出版年： | 2023 |
| 期刊名称： | Logistics Management |
| 卷： | 62 |
| 期： | 2 |
| 页码： | 24-28 |
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