Lowe's backs Home Depot's view – front-loading? Nah...
Marketplace excitement
The coronavirus pandemic has exposed the vulnerabilities of listed companies in every aspect of the supply chain, but those exposed to restricted geographies have arguably come under greater scrutiny than global operators where weaknesses in one part of the portfolio could be offset against better performing regions.
Ports investing
In the port sector this is especially true, and hence Drewry Maritime Financial Research’s 25 June assessment of Malaysian container terminal operator Westports – the main operator of the country’s leading ocean freight ...
European port congestion now at five-to-six days, and getting worse
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'Cargo collision' expected as transpacific capacity tightens and rates rise
Houthis declare blockade of port of Haifa – 'vessels calling will be targets'
Another CMA CGM vessel heading for Suez Canal – 'to mitigate schedule delay'
Ocean rates rise after tariff pause acts as 'starting gun' for more front-loading
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