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How to bypass the Strait of Hormuz with a trucking landbridge
2+ hour, 12+ min ago (199+ words) FDX: MARKETING PUSH DSV: TREADING WATER FDX: TENTATIVE BARGAINING AGREEMENTDSV: LACKING MOMENTUM WTC: ROLLER COSTERXOM: WAR IMPACT UPDATEXOM: WAR IMPACTDHL: LEADING THE RACE FDX: FEDEX FREIGHT INVESTOR DAY AMZN: USPS DEALWTC: 'RISK-ON' BACK IN VOGUE AMZN: DATA CENTRE RISK With…...
Russia's 'carrier ban': Signal, noise. .. or something more calculated?
6+ hour, 36+ min ago (189+ words) For those watching Russia's transport policy from the outside, the latest talk of a potential Kremlin move* to restrict or even ban major container carriers from entering Russian ports may sound like another escalation in an already fragmented global logistics…...
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1+ day, 4+ hour ago (14+ words) Comment M'rsk in the crosshairs: Hutchison opens a new legal front over Panama'The Loadstar...
Air cargo fuel surcharges diverge sharply as oil price surges
1+ week, 2+ hour ago (708+ words) AMZN: NEW DEAL TALK EMERGESDSV: TOP EX-DSV EXEC JOINS NTGWTC: BOTTOM FISHINGAMZN: HUGE AI FUNDINGDSV: UPGRADED ON WEAKNESSAAPL: NOW A 'BUY' Cargo fuel surcharges jumped sharply in late March as jet fuel prices spiked "but not all airlines followed. New…...
MSC " the quiet reinvention of a shipping giant
1+ week, 3+ day ago (247+ words) The global shipping industry has always rewarded scale, discipline, and timing. But every so often, a move appears that signals something deeper " a shift not just in strategy, but in identity. Recent developments suggest that one of the world's most…...
ANA doubles down on freighters with cargo integration after long-delayed NCA takeover
1+ week, 6+ day ago (296+ words) ANA Holdings is to integrate its cargo businesses into a single entity, underlining a strategy to build scale around dedicated freighter operations after years of delays to its acquisition of Nippon Cargo Airlines (NCA). The Japanese group said it would…...
Trucking pressures raise allure of intermodal
1+ week, 6+ day ago (624+ words) North American rail carriers sense an opportunity to grab market share from truckers besieged by high fuel costs, with rising tender rejections and rate hikes caused by shrinking capacity only further undermining truckers" appeal to shippers. Washington"s aggressive drive…...
STB orders antitrust-grade discovery in rail M&A: UP-NS the test case
2+ week, 3+ day ago (221+ words) In a nutshell: The Surface Transportation Board's (STB) demand for internal merger documents, issued on its own initiative after the Department of Justice called them "critically important, transforms this from a regulatory filing exercise into something much closer to an…...
Fed Ex's earnings dazzle " yet Memphis will be soon tested on every promise
2+ week, 6+ day ago (232+ words) In a nutshell: The T&L integrator just beat estimates by a mile. Now it has to execute a Freight spinoff; a network overhaul hitting 65% capacity; and a pilot contract crisis. When I wrote about Fed Ex's "Death by a…...
Tariff refunds still months away as court presses for progress
2+ week, 6+ day ago (374+ words) FDX: HEALTHY PUSHFDX: FEDEX FREIGHT WOESFDX: FEDEX FREIGHT DUO GRILLEDDSV: ANNUAL GENERAL MEETING FDX: FUNDAMENTAL CHANGEFDX: STELLAR DELIVERY DHL: AI POWERPLD: NEW JV DISCLOSEDAMZN: USPS TIES UNDER SCRUTINYWTC: BRUISED AND BATTEREDBA: SUPPLY CHAIN DYNAMICSBA: SUPPLY CHAIN RADARFDX: TRADING UPDATE MAERSK:…...
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