Analysis: Felixstowe, London Gateway, MSC & Gemini – musical chairs in UK ports
MSC’s beady eye on Felixstowe?
AAPL: NEW RECORD DHL: BOTTOM FISHINGF: DOWNSIDE RISKAMZN: ANOTHER HIGH WMT: ON A ROLLHON: INVENTORY UNLOCKBA: MORE OF THE SAMEGXO: HAMMEREDMAERSK: BOUNCING BACKDSV: FLIRTING WITH NEW HIGHS AMZN: NEW HIGH IN RECORD MARKETS WMT: RECORD IN RECORD MARKETSDSV: UPGRADEGM: BIG CHINA IMPAIRMENTCHRW: DEFENSIVEKO: GENERATIVE AI VISION
AAPL: NEW RECORD DHL: BOTTOM FISHINGF: DOWNSIDE RISKAMZN: ANOTHER HIGH WMT: ON A ROLLHON: INVENTORY UNLOCKBA: MORE OF THE SAMEGXO: HAMMEREDMAERSK: BOUNCING BACKDSV: FLIRTING WITH NEW HIGHS AMZN: NEW HIGH IN RECORD MARKETS WMT: RECORD IN RECORD MARKETSDSV: UPGRADEGM: BIG CHINA IMPAIRMENTCHRW: DEFENSIVEKO: GENERATIVE AI VISION
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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