Box shipping and air freight – whither earnings when disruption passes?

AI Summary

Disruption in container shipping and air freight, driven by misaligned capacity rather than volume growth, has been the primary factor behind this year's earnings rally. The sustainability of these earnings remains uncertain as shocks causing the disruptions begin to ease.

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. The post Box shipping and air freight – whither earnings when disruption passes? appeared first on The Loadstar.