Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
If you dialled in to the RXO and GXO conference calls this week you’ll know by now that boring is beautiful but also, that one of the two spin-offs from what once was XPO Logistics is the clear winner this earnings season.
Let’s focus today on the larger entity, a pure-play contract logistics player whose stock strengthened yesterday after a call with analysts, ending the trading session atop our demo-only portfolio. The stock got little traction in pre-market on the numbers ...
DHL Express facilities in Canada forced to shut down by strike
New Middle East conflict brings airspace closures, flight chaos and oil price worry
BYD launches logistics subsidiary – and eyes ports and shipping sectors
Shippers wanting a return to Suez should be careful what they wish for
China pushes Cosco participation in consortium eyeing Hutchison buy
Congestion at Chittagong as boxes pile up on docks and ships wait at anchor
News in Brief Podcast | Week 24 | Ship fires, geopolitics and DSV drama
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