We consider the causes and consequences of the 2M Alliance split Mediterranean Shipping Company (MSC) and AP Moller-Maersk (Maersk) are famously untying their 2M alliance amid plentiful discussion as to…
Shipping Strategy Ltd
Pulling Rabbits from HatsCould 2023 turn out better than any of us dared hope? Fundamentals of ESG for Shipping Get up to speed on how ESG frameworks are being used…
COP 27 and ShippingWill shipping be in focus as it was at COP 26? What a horrible year 2022 is turning out to be. 30 year peaks in Inflation. Rising…
IPEF Makes Excluded China AngryIs IPEF further evidence of decoupling? And what does that mean for shipping? On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) meets…
Decarbonising C5A Green Corridor for Iron Ore Shipping from Australia to China is Feasible C5 is the Baltic Exchange’s code for the voyage from Australia to China on Capesize ships.…
Record Breakers: A Box Shipping Round-Up Record BreakersIt’s the best year ever for container shipping but can it last? 2021 has been the best year ever for liner company profitability. …
Summer Holiday Sale Macro Macchiato A SHIPPING MARKETS SUMMER SNAPSHOTÂ AND A SUMMER HOLIDAY SALE In brief…. GDP expectations for this year and for 2022 are up while the vaccine-variants…
Unexpected consequences of Covid-19 How will we look back at the Coronavirus outbreak? To add to last week’s portents of doom, China (as you will no doubt have seen already)…
 Macro Macchiato 08/04/19: There’s No Such Thing As A Good Forecast After 25 years as a professional forecaster, IMO 2020 shows me that a lesson I learned very early on…