Comment / Prologis talks data centres – you'd better listen (Part One)

ID 329988408 © Nathee Sanbooytho | Dreamstime.com

You may recall the wise remarks from Prologis (PLD) CFO Tim Arndt at a Bank of America conference held in September, when he safely dismissed the threat of ’US ports strike 1.0’ the following month, instead talking election risk as being the biggest one impacting the trade.

Almost five months on and two aborted strikes later, there’s a bit on the outlook from San Francisco that surely deserves a word or two, but we’ll leave that for next week – there’s bigger ...