The politicisation of supply chains
Supply chain management has become very political recently.
The world's largest collection of global supply chain intelligence
Supply chain management has become very political recently.
FedEx has triggered a wave of pessimism across markets in reaction to its quarterly results that were published on the 15th September.
Reports are emerging that President Biden and his staff have negotiated a deal to avoid an anticipated rail strike.
Once again Schenker is rumoured to be up for sale.
Air cargo has more or less recovered to the pre-pandemic levels of the last quarter of 2019, yet the market is not hugely strong. The latest IATA (International Air Transport Association) numbers show that “seasonally adjusted cargo-tonne kilometres fell by 2.3% from June to July and were 9.7% lower than the year-before”. Despite this, available …
BASF is looking to further limit output from its German production site at Ludwigshafen due to problems with gas availability. Reports from the Reuters news agency quoted the chemical manufacturer as stating that it was “bracing for high and volatile gas prices” and that it would monitor the situation and “decide, depending on the situation, …
There are tentative signs that the intercontinental freight market is beginning to turn, possibly quite sharply. The most recent evidence is from Cathay Pacific Cargo, which is reported to be briefing clients that this year’s peak season will not be as strong as usual. Admittedly this is heavily influenced by economic conditions in both China …
Rumours of a take-over are beginning to circle around Royal Mail plc, Britain’s former mail monopoly and leading last-mile provider. The British Government has identified what it calls a “trigger event” under the National Security and Investment Act, which will lead to an investigation of the intentions of Vesa Equity Investments, which is already a …
Germany’s freight transport infrastructure is beginning to be affected by the country’s economic and energy crisis. The German Transport Ministry has just agreed with Deutsche Bahn that freight services will have priority over passenger services. The ministry issued a statement on Wednesday (24th August) explaining that “in order to secure the energy supply, energy transport …
Over the past couple of weeks, Maersk’s APM Terminals (APMT) has experienced a mixture of success and disappointment in developing its business. The latest news is that APMT has been awarded the contract for constructing and operating a new terminal at the Port of Suape in Pernambuco, Brazil. The company bid US$88m for a site …
So far, 2022 has not delivered the labour disruption it threatened earlier in the year. The level of strikes in ports, in particular, has remained low, despite threats of problems in Germany and the US. Now the possibility of strike action has arisen in Britain, with two terminal complexes facing disputes. Some workers at …
The problems experienced on the Rhine are not new but underline the difficulties that ports face with landside logistics. Contargo, the Rhine intermodal terminal operator, issued a statement on the 12th of August concerning its river-barge operations, asserting that the water- level had fallen to such a degree that “our barges will not be able …