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February 13 2023

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February 13, 2023•Vol24•Issue4 $25.00 www.joc.com TPM23: February 26 – March 1, 2023 | Long Beach, California RESTORATION MOVEMENT Port NOLA cargo recovery contingent on consistent vessel service P 20 AN ALLIANCE DIVIDED Maersk, MSC to end 2M Alliance VSA in 2025 P 16 CALCULATED CAMPAIGN ILWU 'sending message' to terminals as contract talks drag on P 17 IDENTITY INDICATOR Big Flexport layo" s o" er potential clue to its future business model P 26 Sourcing substitutes China keeps grip on global production, but search for alternatives continues

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