26 August 2017
As we have reported earlier, strong container rates, especially on Asia-Europe trade, that have been stable over the last 4 months, may see a challenge coming soon. Huge container vessels are coming into service within the next few months, which may disrupt relative capacity/demand balance we have observed recently. This can lead to another rate war between the alliances – The Alliance, Ocean Alliance and 2M. Interesting analysis with capacity calculations is under the below link. Happy reading!