The vertical challenge in logistics – Marseille vs Copenhagen (Berlin wins?)
Looks good for…
Damned if they do, damned if they don’t.
(Yet more so if they don’t.)
Not so fast?
With the European ocean oligopoly, as widely advertised, having recently completed their latest deal-making rounds – Senator (Mærsk); ’BAL’ (MSC); Ingram Micro C&LS (CMA CGM); Deutsche Afrika-Linien (Hapag-Lloyd) – it will be just a matter of weeks, or “even days”, if you listen to the M&A bulls, before fresh capital is deployed by any of them to chase incremental growth, inorganically.
Via M&A, that is
After all, sift through their respective ...
Container freight rates: 'collapse' is the word, says Xeneta
CMA CGM liner trades pummelled in Q1 – and there's worse to come
Mexican rail seizures give near-shoring interests pause for thought
Cargo shifts back to US west coast ports, but some has gone for good
Worker no-shows force US west coast port terminal shutdowns
Digital forwarders back in the spotlight: can they compete?
Major box lines still fighting over diminishing supply of smaller ships
'Alarming signals' as airfreight capacity rises and rates fall
Hapag-Lloyd CEO bullish on prospects for a peak season
Hapag-Lloyd kicks off its ship demolition programme
Evergreen and Wan Hai face up to bearish market as profits tumble
FedEx pilots win ‘tentative agreement’ on new contract after strike threat
Comment on this article
Hans-Henrik NielsenJune 07, 2022 at 4:11 pm
Interesting musings. In the meantime, my little company will keep our powder dry and continue organic growth. I like a lot of cash on the ready.
Good luck to everyone
Alessandro PasettiJune 08, 2022 at 6:12 am
Thanks for your comment, Hans-Henrik Nielsen, and good luck to you!