The vertical challenge in logistics – Marseille vs Copenhagen (Berlin wins?)
Looks good for…
In most of the conversations I have daily with container shipping sources, consensus is that the magic five – Maersk Line, MSC, Cosco Shipping, CMA GCM and Hapag-Lloyd – will unlikely entertain bold M&A moves this year, unless the right opportunities emerge.
The outlook for this battered industry remains downbeat, in my view, despite lower oil prices (which have started to rally again, after bottoming before Christmas) which may not provide relief anymore.
In case you missed it, yesterday MarketWatch noted that oil was ...
CMA CGM liner trades pummelled in Q1 – and there's worse to come
Container freight rates: 'collapse' is the word, says Xeneta
Mexican rail seizures give near-shoring interests pause for thought
Major box lines still fighting over diminishing supply of smaller ships
Cargo shifts back to US west coast ports, but some has gone for good
Evergreen and Wan Hai face up to bearish market as profits tumble
UPS names John Bolla new president of global healthcare
FedEx pilots win ‘tentative agreement’ on new contract after strike threat
'Alarming signals' as airfreight capacity rises and rates fall
'Keep 'em peeled' alert as drug smuggling into Europe's ports increases
Congress mulls raft of supply chain bills – but one is missing, say BCOs
Comment on this article