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Shippers hail transformational potential of new Maersk/Hapag-Lloyd ‘Gemini’ partnership promising 90% service reliability

The container shipping schedule reliability targets promised by Gemini Cooperation, the new Maersk and Hapag-Lloyd partnership which will start operating services in February 2025, have the potential to be transformative for customers and carrier alliances, according to leading shippers. “I think it’s doable and I think it will then potentially reshape the entire shipping world,”…

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Shippers turn to US West Coast terminals to avoid threat of union action and Panama and Suez Canal container shipping disruption

Some container traffic that migrated to US Gulf and East Coast ports in recent years is now being switched back to West Coast gateways by retailers and forwarders desperate to avoid supply chain disruption. Low water on the Panama Canal and the de facto closure of the Suez Canal to container shipping due to Houthi…

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Shippers should expect more service disruption in 2024 as container lines seek to manage oversupply and limit losses, says leading shipping analyst

Philip Damas, Managing Director of Drewry Shipping Consultants and Head of Drewry’s Supply Chain Advisors practice, also told the latest episode of The Freight Buyers’ Club podcast that shippers negotiating new long-term ocean freight contracts should carefully scrutinise surcharges as well as rates. Container lines will use a variety of methods to minimise losses due…

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Container shipping lines have over-ordered vessels, but vertical consolidation strategies make sense, claims former chairman of Evergreen and Yang Ming

Container shipping CEOs have killed the golden goose by ordering too many ships, and also might need to re-examine the type of vessels best suited to a more regional world dominated by geopolitical tensions, according to the former chairman of two of the world’s leading carriers. Bronson Hsieh, former chairman of both Evergreen and Yang…

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India’s share of global manufacturing and exports forecast to rapidly expand

India is poised to become a major global manufacturer and exporter as multi-nationals seek alternatives to China and investment transforms trade processes and logistics infrastructure, according to senior trade experts and practitioners. Speaking on the latest episode of The Freight Buyers’ Club podcast, produced with the support of Dimerco Express Group, Rahul Kapoor, Global Head of…

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‘Whipsaw effect’ on demand and investment will result in consolidation and bankruptcies across freight markets, says leading analyst

Heavy investment at the height of the pandemic has created excess capacity across freight markets and modes of transport, both in the US and globally, according to Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence. Now demand is softening, this is exposing the financial vulnerability of the weakest operators and will…

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USWC docker deal will not stem US import drift from West to East Coast

Logistics investments have locked in some trade to eastern terminals, says RILA’s Jessica Dankert The expansion of the Panama Canal locks and ambitious port investments have helped shift the logistics watershed of the US eastwards, claims Alphaliner’s Jan Tiedemann   The “tentative” end of the impasse between US West Coast dockers and liner and port…

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Container shipping is now “maxed out” claims leading shipping analyst

Jan Tiedemann, Head Analyst at Alphaliner, says “for the first time in history” the latest fleet additions are replacement vessels rather than designed to boost global capacity and increase the penetration of containerisation.   With record deliveries of container ships expected this year and next, most analysts have predicted further heavy downside pressure on container…

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Analyst: Looming US economic recession might not kill the peak season

Analyst: Looming US economic recession might not kill the peak season  Freight markets and economic growth have decoupled in the past and may do so again, according to Lee Klaskow, Senior Freight and Transportation Logistics Analyst, Bloomberg Intelligence.  “Even if we do go into a recession, I don’t necessarily think it means doom and gloom,”…

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Flexport to roll-out last-mile e-commerce offering globally after Shopify deal

Flexport’s acquisition of the assets of Shopify’s logistics fulfilment business, including Deliverr, will eventually result in the digital freight forwarder rolling out last-mile e-commerce solutions to shippers globally, according to Parisa Sadrzadeh, Senior Vice President, SMB Product & Technology at Flexport. Appearing on the next episode of The Freight Buyers’ Club podcast, produced with the support of…

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