2025 will be 'quite a ride' – but logistics will 'again prove its value'
With tariff-induced transport shifts set to cause supply chain complexity, 2025 “is going to be ...
JBHT: STATUS QUO GM: PARTNERSHIP UPDATEEXPD: NOT SO BULLISHEXPD: LEGAL RISK UPDATE WTC: LOOKING FOR DIRECTIONTSLA: SERIOUS STUFFF: STOP HEREDSV: BOUNCING BACK HD: NEW DELIVERY PARTNERSKNX: SOLID UPDATE PG: WORST CASE AVOIDEDKNX: KEEP ON TRUCKING GM: UPGRADE
JBHT: STATUS QUO GM: PARTNERSHIP UPDATEEXPD: NOT SO BULLISHEXPD: LEGAL RISK UPDATE WTC: LOOKING FOR DIRECTIONTSLA: SERIOUS STUFFF: STOP HEREDSV: BOUNCING BACK HD: NEW DELIVERY PARTNERSKNX: SOLID UPDATE PG: WORST CASE AVOIDEDKNX: KEEP ON TRUCKING GM: UPGRADE
A good article on the boom in air cargo out of Vietnam, where, apparently, Samsung is set to operate its own terminal at Hanoi’s airport towards the end of next year. The manufacturer is competing for lift with the likes of Suwon, LG Electronics and Apple supplier Wintek, as well as garment companies. The country is the “outperformer” in the region, according to Seabury, and that has led to significant competition. So much so, said an EVA Air executive, that the carriers “are like sharks. They smell blood.” Expect that to increase. NB, we think the reference to an “A320 cargo jet” in the first sentence should be an A300F.
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