Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
Drone deliveries don’t really seem to be, ahem, taking off in a big way.
Take this from the Financial Times the other day, breezily headlined ‘Walmart out-paces Amazon in drone patent race’.
If, like most of us, you haven’t ascended the FT’s pay-wall, here’s a summary.
US retail stalwart Walmart has filed 97 patent applications related to drones in the past year, while online upstart Amazon has filed a mere 54, as if this tells us anything.
For all we know, Walmart has filed ...
US tariffs and trade war will result in 'Covid-like' shortages and layoffs
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Congestion and rising costs at Europe's box ports to last into summer
Widespread blanked sailings stave off major collapse of transpacific rates
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
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