Loadstar Podcast | July 2024 | Politics shaping global supply chains as the UK votes
In this episode of The Loadstar Podcast, we explore the complex interplay between politics and ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
Here’s the paradox: no politician local to Heathrow is going to vote for its expansion, for fear of upsetting Nimbyist residents concerned about noise levels and air pollution. And no politician local to Heathrow is going to support the relocation of aviation activities to somewhere like “Boris Island” (except possibly Boris himself, egomaniac that he is), because hundreds of thousands of jobs would be lost, plunging one of the UK’s wealthiest areas – due to its proximity to the country’s largest airport – into an era of unprecedented unemployment. But things clearly can’t go on as they are.
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