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Charted: The Dipping Cost of Shipping
Supply chains easing ... let's make inflation low again ;))
Have been reading this in calls too, that airfreight & shipping times are coming back down to reality. Good news all round.
Good news. Thanks @maverickresearch
Good to see the container and freight market normalize itself. Thanks for sharing the visual @maverickresearch
Really underdiscussed development over the last few months. Remember one year ago when this was all that was talked about in the news?
@ccm_brett media, click-bait hunters et.al like to cover charts that go up ... and 'forget' to talk when they cool-off and normalise ... the road from information to research & insight is long :)
Who are some companies that will benefit from this in your opinion? I would like to think $AMZN but am trying to think smaller companies that could have big upside from this. Thanks!
Back to reality for the freight industry. For them not expanding their fleet in the price craze was a right decision.
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