Last-mile parcel carriers struggle while global express market is set for growth
The global express parcel market is set to see steady growth over the next four ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The Wall Street Journal has published an interview with DHL’s Frank Appel, who is looking at the next stage of the Covid challenge. He predicts that air freight capacity won’t keep up with demand when it returns, and says supply chains will have to take longer.
He said customers should “think about their supply chain and they will take more lead times for the inventory, if they have enough in stock, and put it on shipping lines, even for higher-value products. The capacity on the sea vessels is significantly larger than the airfreight.”
He also believes that this is not the end of globalisation, but perhaps the start of a new structure for supply chains, which will become more resilient, spreading sourcing among more factories – but not all re-shoring.
Worth a read.
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