Post by Shapiro

#OceanCarriers have become experts at turning every geopolitical headline into a pricing opportunity, and they've found their golden goose with the ongoing tension over the #StraitofHormuz.   When emergency #surcharges appear before the actual costs do—and are followed by stronger earnings guidance just weeks later—it raises a simple question: are we paying for actual risk, or for the anticipation of risk? At this point, fear may be the most valuable commodity moving through the global #supplychain.   More on this and other updates in the latest issue of #ShapTalk: https://lnkd.in/eXDQpQW8   #Logistics #GlobalTrade #Shapiro