Investors beware: 'Outsize returns' not available in T&L
What next for ‘digital’ forwarders?
First-quarter (Q1 22) numbers are out next Wednesday for Danish forwarder DSV. A few insiders and outsiders who talked to Premium are already projecting, after next’s week success, more challenging Q2 22, Q3 22 or even Q4 22 comparisons than Q1 22 (“and even Q2 22”), on a comparable year-on-year basis.
Because later this year, they insist, the air/ocean freight volume damage may become fully apparent, if DSV does’t act to chase inorganic growth.
A couple of charts, regardless of the yield* ...
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
Houthis tell Trump they will end attacks on Red Sea shipping
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
MSC revamps east-west network as alliance strategies on blanking vary
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
Container spot rates diverge: to Europe still falling, but firmer to the US
Containership charter market feels the ripples from trade tensions
Hapag-Lloyd won't take bookings if port congestion leaves cargo stranded
Changing shipment origin won't wash: US CBP turns away whole truckloads
Airfreight players eye new routes as demand on the transpacific nosedives
Expeditors reports healthy growth in a 'frenzied landscape of tariffs'
Indian coastal freight attracts major carriers, but regional tension disrupts
Serious threat to jobs in US logistics as tariffs cause economic 'stagflation'
Comment on this article