Comment / Asia-Mexico trade – the supply chain version of 3D chess

ID 155530000 © Ruletkka | Dreamstime.com

By Gavin van Marle

02/05/2024

A bit of straight reporting today from me, trying to connect the dots for a crucial trade development.

Because, with two dedicated Asia-Mexico services set to be launched this month, the container shipping sector* is lining up to handle a surge in volumes into the US’s southern neighbour – most likely on the back of soaring Chinese investment into the country.

(*By way of background, this has been high on our radar for quite some time. Here’s what our Mr Joy bearishly ...

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Topics

China-Mexico Mexico MSC Ocean Alliance Pump up the volumes The near-shoring shift US-China trade war CargoGulf Clarksons CMA CGM Evergreen HMM Red Sea Crisis Suez Canal Xeneta Yang Ming

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