News
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...
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...
‘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...
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...
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...
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...
Navigating the Future of Global Trade and Supply Chains