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
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…