Here’s a snapshot of a Bernstein note out to investors today, 23 January.
Titled ‘Supply Chain Pulse Check: A farewell to arms?’… the analysts investigated how current geopolitical risk could impact the trade, with particular focus – and it couldn’t be otherwise – on container shipping risk.
The key points follow, sourced directly from their research paper.
Prelude:
“January is not yet over, yet it feels like a very different environment for global logistics …
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