SA: Ford – is the auto industry the next domino to fall?
SEEKING ALPHA‘s Cavenagh Research writes: Summary – Ford shares dropped by as much as 10% in early hours ...
Ford’s response to the difficulties in sorting car-carrier capacity has been blunt: it has hired a “whole damn ship”, as this report from Which Car notes – presumably a reference to Jaws and “the head, the tail, the whole damn thing”. Operated by Polaris Autoliners, the Grand Quest can carry some 2,600 Everest and Ranger ute vehicles between Thailand and Australia/New Zealand. Although, the carmaker has yet to explain how this acquisition will shorten the current six-month wait ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Tariffs and de minimis set air freight rates on a volatile course
Overcapacity looms for ocean trades – with more blanked sailings inevitable
'To ship or not to ship', the question for US importers amid tariff uncertainty
List of blanked transpac sailings grows as trade war heats up and demand cools
'Chaos after chaos' coming from de minimis changes and more tariffs
East-west rates diverge as transpac spots hold while Asia-Europe keeps falling
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