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A Brewing Commodities Crisis Could Push Up Shipping Costs Even More

A Brewing Commodities Crisis Could Push Up Shipping Costs Even More

A provocative report by Credit Suisse’s Zoltan Pozsar that was making the rounds in certain corners of Twitter last week suggests that the Russia-Ukraine conflict could be a strong tailwind for shipping freight rates. The report features a lot of big thoughts, shipping rates being just one of them, so I’ll try to keep things as simple as possible…

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