Despite container fleet being near capacity, order book for new ships is down to a low of 7% of the

Despite container fleet being near capacity, order book for new ships is down to a low of 7% of the existing fleet. New alliances are being more disciplined PLUS decarbonization push -> technological uncertainty on assets that should last 25 years.
economist.com/business/2020/… https://t.co/ahsTr8DP66

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