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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (66403)2/4/2021 3:01:26 PM
From: DinoNavarre  Read Replies (1) of 79000
 
Hi EKS.....

Do you have any take on how much the "high shipping prices / empty containers logistics" problem is jacking up food / Ag commodity prices?

Plenty of food, grains and other Ag products are now shipped via container, starting to see slow downs / higher port congestion in this area....Shippers passing on moving Ag stuff to move higher priced containers instead....Some shippers have left the Ag & food container side altogether.

Also starting to see warnings from some of my aquaculture & food holdings / they can't raise prices much higher on a pass-through basis (to cover shipping costs) without causing sales volumes to drop a good bit....

On the Ag commodity side I took the KISS approach this past 1.5 years....SOYB, BAL, SGG and JJGTF.

I wonder if a shipping company could survive/profit, just moving empty/near empty containers, preposition containers for "one way" trade routes?
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