Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
After a recent exchange with New York-based market sources, I ended up taking a close look at the prospects of a few distressed logistics assets in the 4PL arena – takeover targets a la Ceva Logistics (pre-IPO), but smaller than Ceva – where many agree deal-making could be on the up in the next 18 months.
Among all, Neovia Logistics stood out – in fact, it has been looking for strategic options for some time, given that its PE owners want out.
Trouble, down ...
DHL Express facilities in Canada forced to shut down by strike
New Middle East conflict brings airspace closures, flight chaos and oil price worry
BYD launches logistics subsidiary – and eyes ports and shipping sectors
Shippers wanting a return to Suez should be careful what they wish for
China pushes Cosco participation in consortium eyeing Hutchison buy
Congestion at Chittagong as boxes pile up on docks and ships wait at anchor
News in Brief Podcast | Week 24 | Ship fires, geopolitics and DSV drama
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