A Spirited disaster
The perils of transport infrastructure
I recently asked a Premium comrade to share compelling insight on the long-term view for the main supply chain actors, winners and losers, calling the business model that would stand out as the absolute ruler in two decades or so from now.
Easy, eh?
That, ideally, I argued, would be derived from likely changing dynamics via/in developing carrier-forwarder relations not only because of the downturn but also drawing from Otto Schacht’s thoughtful take on the future for independent forwarders at TPM24.
Wondering whether ...
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
Comment on this article