1. Chaos pays: 2021 proves again shipping profits from disruption
Covid disruption has nearly tripled global shipping industry profits in two years, and reset benchmarks for many companies
2. Container shipping juggernaut eyes prize as it rolls into 2022
Could next year be even more profitable for liner operators?
I expected a recovery by now. We're in November. Why is this taking longer?
Evercore ISI analyst Jonathan Chappell