Conf call redux: Turning Schenker into DSV
Managing expectations
What a week.
Bar the football ecstasy, while pushing back a deeper review of the awesome Imperial Logistics offer by DP World – it’s a +39.5% premium, but not overly opportunistic; I’d wait a bit to call it a win-win, but it looks an $890m win-win – and the three top forwarders worldwide have all given signs of life. Differently from each other but, by pure coincidence, within days or hours one from the other.
It’s not just what was said or ...
US tariffs and trade war will result in 'Covid-like' shortages and layoffs
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
Where will the freighters go as capacity shifts from tariff-hit China-US lane?
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Congestion and rising costs at Europe's box ports to last into summer
Widespread blanked sailings stave off major collapse of transpacific rates
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
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