US container cartel charges could backfire and drive consolidation in China-dominated market
- The DoJ indictment is likely to squeeze out smaller container producers if it clamps down too hard
- Antitrust moves won’t erode China’s dominance of over 95% shares in global container manufacturing
- Counterparties are more likely to seek stronger contractual protections instead of disengaging overnight
The US indictment of four Chinese container manufacturers, if too aggressive, will weaken market competition while leaving China’s overall production dominance intact, an analyst said
