AP Møller-Mærsk – D&D-propelled earnings marvel
Moving parts
One side of the supply chain trade, contract logistics (CL), is ancillary and often overlooked in quarterly updates but is vital for most global private and public 3PLs – take the relevant asset-light units of DP-DHL, XPO Logistics, Ceva Logistics, Kuehne + Nagel (K+N) and DSV Panalpina, to name a few – as part of their diversified operations.
Here is a quick and dirty take on where growth* is and what to expect in key hot spots around the globe.
(As a ...
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
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Container spot rates diverge: to Europe still falling, but firmer to the US
Volume surge and an early peak season? 'Don't celebrate too soon,' warning
Hapag-Lloyd won't take bookings if port congestion leaves cargo stranded
Ecommerce likely the front-runner in resurge of transpacific trade after deal
China-US trade tariff pause could drive a rebound for transpacific rates
Airfreight players eye new routes as demand on the transpacific nosedives
Service chaos from trade ban with India a problem for Pakistan shippers
Airfreight rates ex-China 'loss-making', but hopes of a trade deal stay high
Indian coastal freight attracts major carriers, but regional tension disrupts
Serious threat to jobs in US logistics as tariffs cause economic 'stagflation'
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