The Ledger
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Peterson: Houthi rebels will not disrupt Suez Canal long term
“The Suez canal is too valuable in my opinion, Too valuable to civilization, to the modern world, to believe that, you know, a group of rebels, no matter how well funded they may be, is going to be able to disrupt that for any long period of time.”
Flexport CEO predicts severe retail inventory oversupply within six months
“I'm really worried that we're going to find out in six months or in some time period in the future here that people have ordered way too many goods, that these companies expected demand to stay high and keep booming. At some point, consumers start going to res…”
Petersen: IMO 2023 carbon regulations will slash capacity and spike shipping prices
“It will reduce the supply of shipping capacity and slow everything down another 30%. That, that takes place January first, 20, 23. It's getting very little attention, but to my view, it's going to be massively disrupted. If we slow everything down, reduce the …”
Peterson: Air freight prices will surge if Red Sea crisis lasts weeks
“I suspect if this lasts another week or two, you're going to see big run-ups in air freight prices.”
Petersen: Shein will generate $20B in revenue in 2022
“Yeah, I mean, actually, China's got, one of the companies to watch is Shein S-H-E-I-N. It's this Chinese kind of like the new Zara that is taking over the world. I think they're gonna do twenty billion dollars in revenue this year.”
Petersen: Global logistics market won't clear up for next couple years
“On the logistics market, I don't see it sorting itself out for the next year the next couple of years.”
Petersen: Diverting US shipping volume to Houston will overload its port
“If everybody started to ship to Houston, guess what? Houston port won't be able to handle the volumes either.”