Snapshot: How battered railroad CSX thinks about... trucking upside into 2025
Making sense of it, just wait and see
Standing out in the SF proposition, UBS concluded, are “multiple drivers of its time-definite parcels”, and “room for further cost efficiency gain” – a similar narrative we have heard elsewhere. Yes, with hard-rallying FedEx stateside…
(The full SF Holding note can be downloaded here while UBS’s take on Kerry is here)
Freight rates will stay high next year – no respite for shippers, predicts Drewry
Rates still slipping as peak season recedes and port strike threat subsides
More cargo chaos at Chittagong Port as transport operators strike
A Trump presidency would put pressure on ocean rates and Asian exports
DP World buys 47,000 teu of containers to boost 'end-to-end' ambitions
Europe's logistics operators tighten security after alert by UK counter-terror services
Trump tariff threat and China downturn will make CNY 2025 'different'
Air cargo market enjoys some calm before an expected Q4 storm
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