A bad day for FedEx
FedEx is having a tough 24 hours. First, last night a tornado took the roof ...
Business Insider has published a fascinating article looking at Amazon’s ambitions in the logistics space. There are a few signs to be interpreted, including its rapid network expansion, its shipping costs, which have growth fifteen-fold from 2009 to 2018, a move to in-house transport, away from the integrators, and the fact it declared itself a transport company in its most recent SEC filing. And, as one analyst noted: “Even Amazon, as big as they are and growing as fast as they are, will not be able to fill up [its expanding] network on day one. So similar to what they did with AWS, we think it’s very logical for them to improve the utilisation of their network and lower their own costs by opening up to third parties.”
It’s still small beer compared with FedEx and UPS, at least in aircraft fleet terms, but Amazon is a company that knows how to scale, has deep pockets and big ambitions. Well worth a read.
'I'm scared', says Boeing whistleblower, after two others suffer mysterious deaths
Shipper frustration as spot rates rise alongside demand, and cargo is rolled
Asia-Europe ocean trades a nightmare scenario – 'unless you're a carrier'
Maersk raises surcharges as Red Sea risk expands and costs mount
Heavy speculation in China’s container shipping futures as Gaza War drags on
Rail strike looming in Canada: it will come 'at the worst possible time'
Flexport's newly liveried aircraft ready as business looks up
Q1 'better than expected' for Maersk – but 'there's more pressure to come'
Comment on this article