Prologis – crystal ball polished
In the land of opportunity
Another good article from the WSJ. US business are not expected to restock inventories significantly for the rest of this year, as uncertain demand and a reaction to overstocking takes effect. Inventories will remain in line with GDP growth, according to an AT Kearney report. The rising cost of capital – and so the cost of holding inventory – has also dampened investment, notes the article.
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
Carriers look to short-term gains over blanking, as Red Sea crisis props up rates
Liners unveil Asia-Europe FAK price hikes to arrest steady rate decline
Cargo flows through Dubai delayed by flooding, with 300 flights cancelled
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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