Our newest inflecting theme – RoRo
Turning to our newest theme, RoRos, earnings got rolling with a focus on the current progress of contract renewals, mitigating Red Sea disruptions and meaningful changes in capital allocation strategies. RORO Index…No, this isn’t SMCI. Current market rates hit a new record-high in January, with HAUTO reporting net rates of $85.40/cbm. Both HAUTO and WAWI…
February 18, 2024, Vol. 164
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