M&A radar: MSC (vs Mærsk) – a bit Amazon, a bit UPS. With an eye on Schenker...
Targeted arbitrage, anyone?
Bloomberg: “Shareholders in the world’s biggest container-shipping company may get up to $8 billion in payouts next year, according to Goldman Sachs. That’s great news for equity investors in A.P. Moller-Maersk A/S, but it raises a number of questions for the Danish company’s creditors.”
More blank sailings on the cards as ocean spot rates continue to tumble
Dock strike at Felixstowe 'inevitable', after last-ditch pay talks break down
China trade surplus under threat as peak season collapses and demand cools
Rhine closure imminent as low water hobbles freight movement by barge
Rant radar: Here's the 'go to hell' message to forwarders
Rhine closes to barge traffic, with water depth set to hit record lows
Port congestion driving more shippers to China-Europe rail and road options
Air cargo industry still eyeing a peak season, despite losing in-cabin capacity
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