Prologis – 'Water is building behind the dam'
…when will it break?
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There’s phenomenal interest in vertical consolidation from Europe, as you may well know, but also a shifting paradigm in supply chain sourcing is on everybody’s lips these days – Mexico receiving most of the attention by the pros.
Rightly so.
Forget the hype, though?
On the one hand, the latest news of rail seizures giving “near-shoring interests pause for thought” has merit, backing the long-term narrative that questions whether Mexico, in fact, is the real, ’real deal’.
On the other hand, the newly born Canadian Pacific ...
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