Mexico's transcontinental corridor – a threat to Panama?
TIC-tock for the Canal
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
That’s insourcing, not near-shoring. There’s been a lot of talk about the shift of manufacturing back to America, and a lot of the evidence hitherto has been anecdotal. But this exhaustive investigation by the brilliant Atlantic magazine reveals exactly where it is happening – and it is – and why. GE recently re-opened a series of production lines in its until-recently almost defunct Appliance Park plant, which has seen the cost of producing water coolers drop by 20% compared with the previous plant in China – and that’s just one example. A long, but fascinating read on how goods flows are likely to develop.
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