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The rippling impact of geopolitical pressure around the Strait of Hormuz is rewriting the traditional container shipping calendar for shippers and their supply chain planning. Container shipping has historically followed a predictable rhythm. Rates build ahead of Chinese New Year, ease
Despite the historically large new vessel order-book and signs of slower global demand growth, market conditions point toward moderation rather than a return to deep carrier discounting. Even a broad resumption of Red Sea and Suez transits is unlikely to
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