Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss Inflation Reduction Act (IRA) and the failure of a four year college degree and...
