Invite: Expert Access: Discussing short-term and long-term trends in container shipping with Drewry

研报英文原文证据摘录

Invite: Expert Access: Discussing short-term and long-term trends in container shipping with Drewry

industry appears oversupplied in the medium term (orderbook/fleet at 38.7%), shipping

lines have shown improved capacity discipline during periods of adverse conditions (such

as the implementation of US/China tariffs and increases in fuel prices) and a strong focus

on pricing during periods of tighter supply. Investors will be able to submit questions to Mr.

Damas to be discussed on the call.

Meet the Speakers

Philip Damas, Managing Director, Head of Drewry Supply Chain Advisors

Meet the Analysts

Marco Limite is a Director in the European Transport and

Infrastructure team, covering logistics, freight forwarders,

container shipping, parcel operators, and European air

traffic controllers. He previously covered European

airports and Southern European small-cap toll road

operators. Marco joined Barclays in July 2018, having

spent two years at Mediobanca. He holds an MSc in

Accounting and Finance from Bocconi University (Milan).

View Analyst Page

European Construction, Building Materials & Infrastructure

Marco Limite

+39 (0)2 6372 2582

BBI, Milan

European Transportation

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