Changes on key transpacific trades as alliance services are reshuffled
Notwithstanding the ramifications of the new tariffs in the US this week, container carriers have ...
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
The paradigms of the port industry are undergoing fundamental transformation – facilities built decades ago are now operating in a world where the old models of volume growth and port productivity are being changed. This is particularly so in the new era of three major alliances, which have designed networks with more direct port calls and less transhipment, argues this LinkedIn post. “Looking back 20-30 years, many terminals were established by carriers to secure access to dedicated handling capacity and services. This was followed by a period of ‘decoupling’, when more independent terminal groups came to the fore. Now, do we face the possibility that carriers with links to terminal assets – either through direct ownership or as part of a wider corporate structure – will focus more attention on ‘alliance-dedicated’ terminals?”
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