Logo 10 Jan 2024

Devil and the deep blue sea

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Trivium Markets keeps you briefed on the latest developments in China markets policy.

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Shipping shortages could constrain China’s new energy vehicle (NEV) export growth this year.
On Monday, the FT reported that shipping capacity remains 10% below pre-pandemic levels, following shipping companies’ downsizing during the pandemic.

That's pushed up daily charter prices – the per-day co...