OceanX: Hapag-Lloyd and 'the cost of quality'; Q4 '24 Ebit slump for carriers; AI agents
Also: US Trade Representative fears and the politicisation of everything
The trade world continues to wait anxiously for “tariff liberation day” next week, when Donald is going to take another punch at globalisation. Catching up with some industry friends last week, the market is messy as it is hard for shippers and importers to take decisions in an increasingly disrupted environment. US air strikes on the Houthis in Yemen also continued and the return of Suez transits remains in the stars.
Kuehne + Nagel (K+N) held its capital markets day last ...
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
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Container spot rates diverge: to Europe still falling, but firmer to the US
Hapag-Lloyd won't take bookings if port congestion leaves cargo stranded
Ecommerce likely the front-runner in resurge of transpacific trade after deal
China-US trade tariff pause could drive a rebound for transpacific rates
Volume surge and an early peak season? 'Don't celebrate too soon,' warning
Airfreight players eye new routes as demand on the transpacific nosedives
Service chaos from trade ban with India a problem for Pakistan shippers
Airfreight rates ex-China 'loss-making', but hopes of a trade deal stay high
Indian coastal freight attracts major carriers, but regional tension disrupts
Serious threat to jobs in US logistics as tariffs cause economic 'stagflation'
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