DSV – the value of relationships

The strategic mix

DSV Viking Ironclad Age

Aug 18, 2025• Comments•

Market Insight Headlines

Premium / OceanX: Dubai musings with liner & logistics trading updates in mind

Comment: Here we go

OceanX radar

Aug 4, 2025• Comments•

Premium / Conf call redux: DSV – Schenker integration a work in progress

Comment: Next few quarters – pay attention!

Conference call redux DB Schenker DSV Takeover Talk

Aug 1, 2025• Comments•

Premium / Feeder fleet – not ageing elegantly – needs renewal

Comment: Can shipyards deliver?

Braemar feeder vessels MSI Horizon

Jul 31, 2025• Comments•

Premium / 'Pragmatic approach' needed for UP/NS transcontinental rail dream to work

Comment: US rail dragged into 21st century

Merger Mania Norfolk Southern Railway North American Railroads Railroad mergers Takeover Talk Union Pacific (UP) US Surface Transportation Board (STB)

Jul 30, 2025• Comments•

Premium / Conf call redux: Guidance-free UPS – uncertainty piled on uncertainty

Comment: Certainty looms by Q3 end

Conference call redux Modal Shift The Purse Strings Trump Tariff wars UPS Whither the peak season?

Jul 30, 2025• Comments•

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HACL

Premium / Air India crash – managing corp comms in the eye of the media storm

Comment: Issue ignored, crisis invited?

Air India

Jul 29, 2025• Comments•

Premium / OceanX: Electric avenues – a tale of two cities

Comment: The AIs have it

Arctic Northern Sea Route (NSR) Bangkok OceanX radar Shanghai Trump Tariff wars

Jul 28, 2025• Comments•

Premium / Conference call redux – Kuehne + Nagel and the uncertain uncertainties

Comment: …but, please, don’t forget air freight

Conference call redux Kuehne + Nagel The Purse Strings

Jul 25, 2025• Comments•

Premium / Investors circling Forward Air, patience runs out

Comment: Is time up?

Ancora Holdings Apollo Global Management Blackstone Group Clearlake Capital Forward Air

Jul 24, 2025• Comments•

Premium / Multiple factors return Rotterdam to top of Europe's box chart

Comment: But was it actually the Maersk effect?

2M Asia-North Europe Gemini cooperation Maersk Line Port of Antwerp-Bruges Port of Rotterdam Pump up the volumes Transatlantic

Jul 23, 2025• Comments•

COMPANY NOTICES

Premium / Qantas and the cyberattack – did its 'keep mum strategy' work?

Comment: Hacked off

Cyber security Qantas

Jul 23, 2025• Comments•

Premium / No place to hide for container shipping investors as Q2 earnings calls loom

Comment: Clouds gathering

Cosco OOCL Rates: the eternal tango The Purse Strings Transpacific Trump Tariffs US Trade Representative

Jul 22, 2025• Comments•

Premium / OceanX Radar: Cooling down – trade wars mean no trade

Comment: … no news on deals is bad news on wheels

Calculating Capacity OceanX radar Rates: the eternal tango Transatlantic Trump Tariffs

Jul 21, 2025• Comments•

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Topics

DSV Viking Ironclad Age OceanX radar Conference call redux DB Schenker Takeover Talk Braemar feeder vessels MSI Horizon Merger Mania Norfolk Southern Railway North American Railroads Railroad mergers Union Pacific (UP) US Surface Transportation Board (STB) Modal Shift The Purse Strings Trump Tariff wars UPS Whither the peak season? Air India Arctic Northern Sea Route (NSR) Bangkok Shanghai Kuehne + Nagel Ancora Holdings Apollo Global Management Blackstone Group Clearlake Capital Forward Air 2M Asia-North Europe Gemini cooperation Maersk Line Port of Antwerp-Bruges Port of Rotterdam Pump up the volumes Transatlantic Cyber security Qantas Cosco OOCL Rates: the eternal tango Transpacific Trump Tariffs US Trade Representative Calculating Capacity