Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
After looking at domestic rival Home Depot, today’s the turn of DIY specialist Lowe’s, another major America importer by sea on the transpacific eastbound.
In a call with analysts that yesterday followed the release of fiscal Q1 25 numbers – that were broadly in line with expectations for earnings and revenues, while Lowe’s confirmed guidance (just as Home Depot did) – management reassured investors that business is progressing according to plan.
Inventory, supply chain and tariffs were all on the agenda – ...
New Middle East conflict brings airspace closures, flight chaos and oil price worry
DHL Express facilities in Canada forced to shut down by strike
BYD launches logistics subsidiary – and eyes ports and shipping sectors
Shippers wanting a return to Suez should be careful what they wish for
New ocean capacity dump wipes out transpac gains
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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