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market1 min read来源：The Loadstar
集装箱航运与航空货运——扰动消退后，盈利何去何从？
推动今年集装箱航运和航空货运涨势的盈利,更多源于运力被困在错误地点,而非全球购买和运输总量的增长。
#shipping#air-freight#container-shipping#earnings#logistics#supply-chain#markets
The earnings driving this year’s rally in container shipping and air cargo have more to do with capacity trapped in the wrong place than with how much the world is buying and shipping. Disruption, not volume growth, has become the main earnings driver. The open question is how long that lasts once the specific shocks behind it begin to fade. Container shipping’s disruption began in earnest in December 2023, when Houthi ... The post Box shipping and air freight – whither earnings when disruption passes? appeared first on The Loadstar .