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The market right now is FAR from overheated. In fact maritime shipping is collapsing right now. https://www.drewry.co.uk/supply-chain-advisors/supply-chain-exp

by anm89 4y ago

The market right now is FAR from overheated. In fact maritime shipping is collapsing right now. https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry https://www.drewry.co.uk/supply-chain-advisors/supply-chain-... Both volume and rates are down roughly 80% YOY.

WWLink 4y ago
That the companies are so sensitive to spikes and valleys in the market speaks louder about how badly run the companies are than anything else.
- icegreentea2 4y ago
  How would you better run transport/logistics company to not be as sensitive to spikes and valleys as a typical current transport/logistics company?
crote 4y ago
Trust me, we're not seeing any of that in practice yet. Although that could be because we almost exclusively use air shipping.
alsfjslkdfgj 4y ago
[flagged]
umeshunni 4y ago
I understand why rates are collapsing. Why is demand / volume collapsing now? Because of slowdowns in China?