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The Eurasian railway route is undergoing a fundamental transformation associated with the replacement of lost transit volumes with cargo moving via the China-EAEU-China route. The reorientation of Russia’s trade and economic relations towards the East provides opportunities for the development of the route in this direction.
The market is bracing for a massive inflow of new capacity amid slowing demand and resolved congestion. This makes capacity discipline paramount for container liners, but that won’t be easy with increasing competitive pressure after years of record profits