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Disconnect
If you believe what you read, 2022 will be a banner year for the freight industry. Wall Street analysts are bullish on container shipping. Logistics experts foresee strong demand for…
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Growing Slowly, Growing Old
Recent census reports have confirmed that the populations of the world’s two largest economies are growing more slowly than previously believed. This reinforces my belief that once the pandemic-driven boom…
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The Conglomerate Isn’t Dead Yet
It’s been a big week for bust-ups. General Electric announced it is breaking itself into three. Toshiba plans to do the same. Johnson & Johnson says it will separate its…
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What Caused the Supply Chain “Crisis”?
Why are container ships queuing by the dozens outside terminals on three continents and retailers apologizing that coveted holiday merchandise may not be on the shelves before Christmas? The ship…
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Fixing Chains
“Shipping costs have finally slumped,” the Financial Times asserts. Bloomberg affirms that trend, contending that container shipping rates are past their peak. With retailers like Walmart and Target now taking…
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The “Crisis” in the Ports
“Ports face biggest crisis since the start of container shipping,” the Financial Times headlined the other day. At the time, according to the article, 353 container ships were queuing outside…