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The power of externalities

Simply based on supply-demand fundamentals, shipping should have had a better year than it is experiencing now. But weather, strikes and Donald Trump are emerging as risks factors that could derail the recovery

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With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets

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This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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