US mega-airlines grow cargo volumes, but miss out on ecommerce boom
The three US mega-airlines – Delta, United and American – expanded their cargo traffic in ...
It was really, really tempting today to take another deep(er) look at vertical consolidation via a brand new “Against the odds: Kuehne + Mærsk – simply revisited” after our October 2020 “Kuehne + Mærsk – the night is still young, but…“.
Umbilical cord
Buoyant freight trades across several modes of transport are a boon for those major actors controlling the assets as much as for those controlling the client, and hence holding the relationship with the shipper. Their respective, likely-to-cross M&A paths* were too good a ...
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