Is it time to think about fleet renewal?

摘要

Not surprisingly, capex spending for container shipping lines has been trending downwards this year, with the pandemic and global trade wars weighing heavily on many minds. And while global container trade has proved remarkably resilient, as MSI container shipping analyst Daniel Richards points out, it will shrink in 2020 for the first time in 11 years thanks to countrywide lockdowns imposed due to Covid-19.