Tariff truce for Canada and Mexico – China retaliates, but lightly
Donald Trump’s use of tariffs for leverage and ‘deal-making’ was proven yesterday when those to ...
TSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARDCHRW: PAYOUT UNCHANGEDWTC: NEW HIGH MAERSK: 'AFLOAT IN A SEA OF RISK' F: TARIFF TRAFFIC WARNINGHON: GAUGE THE UPSIDEXPO: STELLAR EARNINGS DELIVERYMAERSK: DEMAND DISRUPTION RISKMAERSK: FOCUS ON MARGIN IN LOGISTICS AND SERVICESMAERSK: GROWTH UNDERPERFORMANCE IN OCEAN MAERSK: WHY IS GEMINI SUCH A GOOD IDEA MAERSK: INTEGRATOR STRATEGY MAERSK: EIGHT YEARS AFTER THE LAUNCH OF THE INTEGRATOR STRATEGYMAERSK: FOCUS ON DEALS MAERSK: QUESTION TIME WITH FOCUS ON MSC AND DEALS
TSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARDCHRW: PAYOUT UNCHANGEDWTC: NEW HIGH MAERSK: 'AFLOAT IN A SEA OF RISK' F: TARIFF TRAFFIC WARNINGHON: GAUGE THE UPSIDEXPO: STELLAR EARNINGS DELIVERYMAERSK: DEMAND DISRUPTION RISKMAERSK: FOCUS ON MARGIN IN LOGISTICS AND SERVICESMAERSK: GROWTH UNDERPERFORMANCE IN OCEAN MAERSK: WHY IS GEMINI SUCH A GOOD IDEA MAERSK: INTEGRATOR STRATEGY MAERSK: EIGHT YEARS AFTER THE LAUNCH OF THE INTEGRATOR STRATEGYMAERSK: FOCUS ON DEALS MAERSK: QUESTION TIME WITH FOCUS ON MSC AND DEALS
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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