Trump or Harris: who will be better for revision of US trade deal with Mexico?
North American supply chain stakeholders near-shoring to Mexico have increased opportunities for the region’s trucking ...
MAERSK: GUIDANCE UPGRADEZIM: ROLLERCOASTERCAT: HEAVY DUTYMAERSK: CATCHING UP PG: DESTOCKING PATTERNSPG: HEALTH CHECKWTC: THE FALLGXO: DEFENSIVE FWRD: RALLYING ON TAKEOVER TALKODFL: STEADY YIELDVW: NEW MODEL NEEDEDWTC: TAKING PROFIT JBHT: SHORT-LIVED RALLY AND STEADY YIELDGXO: NEW ZENITH KNIN: STRENGTH CHRW: MOMENTUMWTC: WEAKENING
MAERSK: GUIDANCE UPGRADEZIM: ROLLERCOASTERCAT: HEAVY DUTYMAERSK: CATCHING UP PG: DESTOCKING PATTERNSPG: HEALTH CHECKWTC: THE FALLGXO: DEFENSIVE FWRD: RALLYING ON TAKEOVER TALKODFL: STEADY YIELDVW: NEW MODEL NEEDEDWTC: TAKING PROFIT JBHT: SHORT-LIVED RALLY AND STEADY YIELDGXO: NEW ZENITH KNIN: STRENGTH CHRW: MOMENTUMWTC: WEAKENING
Great piece from the normally reticent, publicity-shy Seabury, looking at the potential effect of Trump’s trade war on the air cargo industry. It’s not good news. Seabury has identified several affected commodities, including cherries, lobsters, time-sensitive industrial machinery and high-value medical equipment. It calculates that air freighted goods affected by tariffs amount to a rather large 75 B777 freighter flights a week – so far. While the outcome of this trade war is anyone’s guess, in the short-term, air cargo could be impacted just as the airlines were holding back some second half capacity, in the hope of a high peak season payout. They could, instead, find that there is too much capacity for that…
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