Ocean carriers will look to ‘chokepoint’ assets for next wave of spending: analyst
Lars Jensen, CEO & Partner, Vespucci Maritime, and JOC Analyst | Sep 18, 2023, 10:00 AM EDT
Owning and operating potential supply chain chokepoints is a competitive advantage, and we should expect to see major carriers — flush with cash post-pandemic — be very active in attempting to secure such assets, writes analyst Lars Jensen.
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