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Ongoing disruptions at two major shipping chokepoints—the Suez Canal and the Panama Canal, could raise prices for some U.S. retailers, some of whom could pass their costs on to customers.
This article is in continuation of the write-up published on 09 March 2022 analysing the impact of the Russian-Ukraine war on various subsectors of the maritime industry. Previously, we analysed the impact of the ongoing crisis on bulk and LPG/LNG equities, and this piece concentrates on the stock performance of containers, ports and terminals. Impact ...