OceanX: LatAm boom & gossip; MSC's rising logistics star; Trump-led blank sailings
Strictly on the QT!
Poor old Europe.
A quick trawl of logistics industry headlines might lead the reader to assume the sector is going through a glorious transformation.
Amid surging profits, a rebound in IPOs, the boom of SPACs, and M&A bidding wars, it would be easy to assume all is rosy, or even, perhaps, overheating.
Our own contribution from last week: “I’ve got the looks; you’ve good the brains – let’s make money“.
A closer reading, however, reveals little of this applies to Europe, or at least ...
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Spot rates on transpacific surge after news of tariff time-out
European port congestion now at five-to-six days, and getting worse
'Cargo collision' expected as transpacific capacity tightens and rates rise
Houthis declare blockade of port of Haifa – 'vessels calling will be targets'
Another CMA CGM vessel heading for Suez Canal – 'to mitigate schedule delay'
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Ocean rates rise after tariff pause acts as 'starting gun' for more front-loading
South America will benefit as air cargo traffic diverts from the transpacific
Demand for transpac airfreight capacity returning – but 'it's not ecommerce-driven'
CMA CGM will carry on investing after 'solid' Q1, despite unclear outlook
Air cargo forwarders stick to spot rates – a long-term contract would be 'foolish'
Brazil's outdated and inefficient ports the barrier to economic growth
Yang Ming chief announces rethink on ordering 'megamax' box ships
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