US hit by fall in meat exports as China scales back and Brazil steps up
US meat exports are in low gear, affected by bans in the largest market, slowing ...
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
While commercial supply chains are normally our focus at The Loadstar, there are sometime logistical issues in other theatres that are so interesting as to warrant notice. This article by US geopolitical analyst Stratfor is a case in point, depicting the considerable supply chain challenges the US military would have were it to find itself waging war against a resurgent Russia or increasingly confident China: “The US benefits greatly from supply chains and transportation infrastructure that allow it to trade and deploy its forces across large distances in peacetime. Nevertheless, the US must prepare for the real possibility that it will not enjoy such unencumbered access to maritime routes if its competition with either China or Russia escalates into open hostilities. And compounding the issue for Washington is the emergence of new disruptive technologies, the weakening strength of the US’s merchant marine fleet and the myriad diplomatic issues that Washington must consider every time it crosses national boundaries.”
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