Tariff exposure round-up – Fedex, UPS, CH Robinson & Expeditors
…and the Class I railroads?
Rainy days.
From the rise and fall of CH Robinson to the next steps – sell-side downgrades or uninspiring price recommendations – the path was short.
And so, on the day its rumoured partner in forwarding DSV, sadly or not, announced another round of buybacks instead of a deal, and Kuehne + Nagel also confirmed that the party is over in air and ocean freight, CH Robinson (CHRW) is lonelier than it used to be.
Disappointing results for DSV – and Schenker integration will impact revenue
Panama gives in as US pressure on Panama Canal intensifies
Chaos swirls in wake of Trump de minimis move
More blanked sailings: 'Carriers will not sit on their hands while rates collapse'
Maersk paying $100,000 a day to charter scarce post-panamax box ships
De minimis cut won't hurt demand for Chinese ecommerce, but for air cargo?
Maersk eyes 'cut and run' moves as port congestion brings delays
Tariff truce for Canada and Mexico – China retaliates, but lightly
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