Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
Here’s a quick and dirty update for New Zealand’s Mainfreight. During today’s trading session, its stock hit another record high of NZ$63.
Brilliant – even more so for us when you consider what follows.
Keeping momentum while most 3PLs struggle to hang close to previous highs, the company softly updated the market on Monday via its December newsletter…
… which thankfully can be found here – it’s always good to read/learn more about business development between one official interim update and another.
Larger 3PLs ...
US tariffs and trade war will result in 'Covid-like' shortages and layoffs
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
Where will the freighters go as capacity shifts from tariff-hit China-US lane?
Apple logistics chief Gal Dayan quits to join forwarding group
Congestion and rising costs at Europe's box ports to last into summer
Maersk u-turn as port congestion increases across Northern Europe
Widespread blanked sailings stave off major collapse of transpacific rates
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
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