Container shipping pricing power trailed the market. COSCO doubled down
COSCO’s realised rate jumped 12.3% in Q2. The market rose 19.5%. Then COSCO committed USD 2.688 billion to twelve ships. The recovery was real. So was the gap
COSCO’s realised rate jumped 12.3% in Q2. The market rose 19.5%. Then COSCO committed USD 2.688 billion to twelve ships. The recovery was real. So was the gap
From Piraeus and Suez to Spain, Türkiye and Vado Ligure, COSCO’s Mediterranean portfolio reveals a deeper shift: competitive advantage increasingly lies not in one dominant hub, but in network optionality