Prologis – 'Water is building behind the dam'
…when will it break?
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
Great opinion piece on Splash24/7 today by the head of Transas, Frank Coles. He administers a stark warning to the “late, old and behind-the-times” maritime industry. He points to the transformation that is “creeping ever closer” and will have a substantial impact. There are too many players and too many intermediaries endangering an industry already ripe for a shake up. The key? “Ask what shippers want from the maritime sector and how maritime companies can step up, find the efficiencies and compete with other modes.” As the title suggests, otherwise someone else – including potential customers – will.
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