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Longish, but worth a read in light of current conditions. Not just the pandemic effect.And shipping pretty much equals global trade given the bulk of goods involved. It is a weak link in the global system and that is showing up now.Zero HedgeIn Deep Ship: What's Really Driving The Supply-Chain CrisisMichael Every and Matteo Iagatti of Rabobank
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Mike Norman considers the following as important:
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Longish, but worth a read in light of current conditions. Longish, but worth a read in light of current conditions. Not just the pandemic effect.And shipping pretty much equals global trade given the bulk of goods involved. It is a weak link in the global system and that is showing up now.Zero HedgeIn Deep Ship: What's Really Driving The Supply-Chain CrisisMichael Every and Matteo Iagatti of Rabobank
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
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Not just the pandemic effect.
And shipping pretty much equals global trade given the bulk of goods involved. It is a weak link in the global system and that is showing up now.
Zero Hedge
In Deep Ship: What's Really Driving The Supply-Chain Crisis
Michael Every and Matteo Iagatti of Rabobank