UPS drama – a Premium back and forth on key bits and pieces
Network power
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The Loadstar’s April Fool story about Amazon buying a fleet of containerships which would simultaneously be able to steam fast and slow at the same time and anchor off the coasts of major population centres in a new definition of near-shoring took in quite a few readers… we’d like to think it was all due to the deft writing and clever ideas, but in all likelihood it was probably because anything about Amazon and its ventures into the logistics sphere is believable at the moment. However, this blog from The Elite League (imagine logistics’ answer to TripAdvisor) argues that there are several reasons why the big integrators have little to fear from Amazon and its supply chain investments: “While Amazon is good at sidling up to a business partner to glean what makes them successful, that doesn’t mean it can just shove them out of the game easily. Both FedEx and UPS have been in the game too long for that.”
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