Behind the numbers – how GXO's strategy stacks up
Neil Shelton on M&A, returns and outsourcing
The post Covid-19 world could be a very uncomfortable place for a raft of transport and logistics players, as anecdotal and empiric evidence of a shifting pattern towards near-shoring is emerging.
If you trust the bears, headwinds of all sorts are building across multiple modes of transport and verticals, with road and rail likely to benefit but air and ocean freight the obvious casualties.
Take yesterday’s note from UBS, headed: “UBS Evidence Lab inside: Covid-19 a catalyst for supply chain localisation”.
Here is a key ...
Urgent call for breakdown of cargo onboard as General Average declared on Dali
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Resurgence of Somali pirates creates another 'danger zone' for shipping
Flexport is 'back on track' – now it needs to start growing again
'Slow season' and ocean network stabilisation easing pressure on rates
Bottlenecks and price hikes as airlines now avoid Iran airspace
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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