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Supply Chain Disruptions Aren't Over With J Mintzmyer

Lead-Lag Live

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Consolidation in the Container Liner Business

The biggest consolidation trend that we've seen is not even particular in the companies we follow. Most of the dry bulk in tanker firms, even the large ones, only have maybe 2% to 3% of the global capacity under their specific control. There's a huge tanker merger ongoing between a company called Euro and Have, EU, R&F, and Frontline, FRO. And I should disclose I have the long position, how long exposure to Frontline.

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