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The Global Shipping Crisis Is Not Over | Sal Mercogliano
Forward Guidance
The Diversification of Ocean Freight Companies
A lot of the ocean carriers beyond investing in new technologies are also diversifying themselves. Now they're being much more rounded. You've got you get container companies buying air freight companies. CMACGM bought back the Fenix terminal in LA, for example. They need versatile ships, not just these big huge monster ships that can only be used on the Europe to Asia route.
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