Comment / Supply chain radar: Is DSV Panalpina immune to tech melt-ups?

“Maybe it’s London. Maybe it’s New York. Maybe it’s Paris. A somber voiceover: ’It started in Wuhan. The government said it was contained. Within two weeks, the shelves were empty. By the third week, bodies were piling up in the streets. On the fourth week, the last news broadcast cut out. By week five, there was no electricity’. We’re kidding, of course.” – The Heisenberg, “Outbreaks and tech melt-ups“, 22 January 2020.

Kidding or not, the narrative for DSV Panalpina is still ...