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Container oligopoly’s capacity management will shape rates, not demand

Container carriers, post-consolidation, are better placed to respond to any slowdown in demand. They have displayed discipline in managing blank sailings, which have contributed to narrowing spreads in shipping rates, says Seaintelligence

The industry has gained the required agility to mitigate unfavourable macroeconomic events such as the US-China trade spat, says Seaintelligence

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