Where Data Tells the Story
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The Power Behind Global Trade
Over 80% of global trade moves by sea.
But a handful of companies control the container highways of the world.
What does this really mean?
Container shipping is highly consolidated.
A disruption at just 3–4 major players can:
• Spike freight rates
• Impact inflation
• Disrupt supply chains
• Move commodity prices
This isn’t just logistics.
It’s geopolitics + inflation + corporate margins.
When freight rates rise, retailers suffer.
When capacity expands, margins compress.
Next time you see inflation data, remember it may have started at sea.
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#MacroEconomics
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