Container bottlenecks: Global shipping business has been whiplashed in 2020 by collapse followed by dramatic resurgence -> critical shortages of shipping capacity on key Pacific routes!
bloomberg.com/news/articles/… https://t.co/HnM2LMkbac
Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain
Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain this. thedailyshot.com/2022/06/28/bus… https://t.co/VkOyCMuPqs