Snapshot: How battered railroad CSX thinks about... trucking upside into 2025
Making sense of it, just wait and see
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 ...
Freight rates will stay high next year – no respite for shippers, predicts Drewry
Rates still slipping as peak season recedes and port strike threat subsides
More cargo chaos at Chittagong Port as transport operators strike
A Trump presidency would put pressure on ocean rates and Asian exports
DP World buys 47,000 teu of containers to boost 'end-to-end' ambitions
Europe's logistics operators tighten security after alert by UK counter-terror services
Trump tariff threat and China downturn will make CNY 2025 'different'
Air cargo market enjoys some calm before an expected Q4 storm
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