OX: DSV beats K+N; Red Sea crisis – lines' lifesaver; AI age anxieties
‘Namu Myōhō Renge Kyō’…as the Buddha taught us
The first quarter of 2024 has gone already and the books are being compiled.For many it means the “Houthi bounce“ has thankfully dragged for over a quarter and that is expected to have a positive impact on financials, particularly for the carriers.
What is unlikely to be a bearish spring – even assuming certain adjustments down to estimates meet actual figures – could bring a decent Q1 update as added complexity, no doubt, helps money-making in supply chain these days.
Going forward ...
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
FAK rate hikes holding, with strong demand into peak season predicted
DSV could face $16m bill after helicopter is written off in haulage accident
Déjà vu as major ocean carriers scramble for tonnage and containers
Trade growth getting stronger, but ocean freight rates stay flattish
Rising costs of port congestion force surcharge by Asian feeder operators
Global airfreight volumes blooming as flower shipments take off
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