FedEx AGM – love the bean counters more than the climate
Connecting the dots
Even though the heat has been turned down, at least momentarily last week, in the US-China trade dispute, the odds are short that supply chains will have to continue to adjust to geopolitical risk – which is set to surge, rather than fall rapidly, in the next quinquennium, whether or not President Trump stays (our base-case scenario) or goes next year.
Meanwhile, a slew of other external factors hitting the daily headlines render the competitive landscape for most shippers, especially the ...
Atlantic and Gulf coast US ports close as ILA rejects last-minute offer
Box lines declare force majeure as White House defends ILA
Talks rumoured to be underway after USMX urged ILA back to the table
ILA blames 'profiteering' foreign-shipping lines for US port strike
Strike disruption begins: 'a frenzy' to come with extra demand for airfreight
Shippers scrambling for alternatives as box lines divert from closed ports
Airlines scramble to avoid Middle East airspace as missiles fly
Port strike will see 60 more ships at anchor this week and rates rising
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