OceanX: LatAm boom & gossip; MSC's rising logistics star; Trump-led blank sailings
Strictly on the QT!
The probability that a cash-flushed ocean carrier or a financial sponsor would take a stake in DB Schenker must be gauged against its short-term appeal on the stock market.
Easy peasy.
Background
The EXCLUSIVE headline from Reuters – “Deutsche Bahn’s Schenker logistics business up for sale” – wooed the trade and finance last week, when it reported that the German government seems to have come to terms with the idea of monetising its ownership of the freight forwarding mammoth.
Emphasis in bold added to their reporting:
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Widespread blanked sailings stave off major collapse of transpacific rates
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
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
MSC revamps east-west network as alliance strategies on blanking vary
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
Containership charter market feels the ripples from trade tensions
Gemini Cooperation carriers steam ahead of rivals in reliability stakes
Changing shipment origin won't wash: US CBP turns away whole truckloads
Expeditors reports healthy growth in a 'frenzied landscape of tariffs'
Tariff on imported products for drugs would be hard for US pharma to swallow
Atlas Air stays bullish on US change: 'we're flexible, we can fly to other markets'
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