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
Carriers try to push for 1 March general rate increases (GRIs) on Asia-Europe – the usual bad timing?
Whether blanked sailings would help in that respect remains to be seen.
In the meantime, solid results for 2024 keep flowing in with South Korea’s HMM being the latest to deliver a few billion dollars and, as with others in container shipping, their third-best results ever.
But new vessel orders continue to flow in, and the pricing tied to those new ...
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
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