Sep. 12 at 12:08 PM
$ZIM is 100+
Everyone keeps staring at the orderbook while ignoring reality. Spot rates are rising, reliability is collapsing, and effective capacity is disappearing faster than analysts expected. ZIM isn't a slow-moving liner. It's a leveraged option on freight markets with massive spot exposure. If Q3 confirms what rates already suggest, today's debate won't be about
$35. It'll be about who sold before the cycle fully arrived.Most investors see a
$35 buyout. The real fat tail starts at
$100+. 🚢💰🔥
