The Economist
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Asia prospects are positive despite western stagnation
As North America and Europe struggle with lagging economic growth Southeast Asia is expanding its economic base and benefiting from new investments.
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No cause for optimism
The lights are off on economic growth as the volume of trade continues to decline, we should not be overly optimistic about the 3rd quarter.
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The elusive recession, not as per definition yet
Expectations of a recession are receding, despite declining demand, as economies remain in growth territory.
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The challenges facing the Greening of the shipping sector
It will take decades before we see the end of marine oil-based fuels and the alternative fuels, particularly LNG, may not bring the benefits touted.
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Liner shipping: out with the new and back with the old
Out with the new and back with the old as carriers revert to market share strategies that further collapse freight rates and re-structuring of partnerships.
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“The party is over” and the pressure is on
After two years of unheard of profitability in the maritime sector will the players be able to manage their profits to withstand the pressures of the next two years, or have they spent it all?
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2023: disruptors to make their Presence felt
2022 ended bleakly as the global economy headed towards a recession. 2023 does not look optimistic for the coming six months at least. Time to batten down the hatches.
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What comes after normal and new normal?
We are entering a new world with little clarity of the future as we face either a return to the old ways or live in a state of perma-crisis.
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Economic chaos caused by zombie policies
Misguided policies are causing an unprecedented collapse in global economic confidence leading to further inflation and rising costs of living and a global recession.
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The silly season: shortages and inflation
Typically, when it comes to July and August, summer vacations are the main focus for many people as they disappear from their normal routines and try to “switch off”.
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LOGISTICS PROBLEMS AND UNCERTAINTY CONTINUES
Will port congestion and labour shortages ever end as inflation rises with economic output declining? Should we plan ahead for recession as central banks have few tools available. Maybe, maybe not.
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PORT CONGESTION AND SUPPLY CHAIN DIFFICULTIES PERSIST
Congestion, excess shipping capacity and manpower shortages are blamed for inflation and shortages in shops.
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GOOD NEWS AND BAD NEWS: TAKE YOUR PICK
Recession is in the news but there is no consensus as to when this might occur. The good times may be over before they really took hold.
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THE COLD WAR IS BACK, A NEW NORMAL LOOMS
Congestion and supply chain problems continue to be with us and now the Ukraine war has caused a thick fog over our industry.
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WHAT WE CAN LEARN FROM STATISTICS
Are politicians misleading us as to how strong economic recovery has been in 2021 or should we trust them?
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COVID-19 PANDEMIC HAS NOT BEEN DISASTROUS FOR GLOBAL TRADE
Shortages in shipping capacity cannot be put down to excessive levels of trade volumes.
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THE ECONOMICS OF GLOBAL TRADE
Economic growth, or the lack of it, has had less of an impact on trade than was expected, resulting in stronger economic growth.
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COVID-19 TRIGGERED VULNERABILITIES SET TO RUN
Pent up demand with consumers continuing to spend their money on goods, together with oil, coal and gas shortages will ensure on-going pressures on the supply chain well into next year.
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COVID-19 DELTA PACKS A WALLOP
The logistics supply chain is finding it extremely difficult to deal with the repercussions of the global outbreak of the COVID-19 Delta variant. It is slowing the expected economic recovery.
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MAKE HAY WHILE THE SUN SHINES… …The Shipping Bubble is Bound to Burst
COMMENT: An unprecedented increase in shipping profi tability has generated a newbuilding bubble that ports may not be prepared for, writes Ben Hackett.