On the Transmission show this week, we speak with Dan Hearsch, managing director at AlixPartners, about the difference between a shortage and a crisis. In the auto supply chain world, that distinction means a lot as automakers continue to scramble to source the semiconductor chips they need to keep building cars. Hearsch told us that the acute crisis side of the chip shortage is peaking right now, and should be over in the next few weeks or maybe months. As for the overall shortage, well,...
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AlixPartners’ Releases Report On Ocean Cargo Supply Chains
AlixPartners’ released AlixPartners’ 2021 Container Shipping Outlook for Ocean Cargo Supply Chains, says an article published in Supply Chain Management Review.
Arising questionsLong“the sick man” of the transportation ecosystem, the container-shipping industry stands on the brink of a new era of sustainable profitability.
But can container-ship operators really step off the boom-and-bust treadmill of past decades and continue to balance capacity against demand?
Moreover, what happens as more and...
https://mfame.guru/alixpartners-releases-report-on-ocean-cargo-supply-chains/
How box lines can break free of the ‘boom-and-bust treadmill’ to stay profitable
Ocean carriers are enjoying a bull run of profitability, thanks to demand spikes and inflated freight rates, and now there is a unique opportunity for them to break out of the boom-and-bust industry cycle.
According to consultant AlixPartners’ 2021 Container Shipping Outlook, “the fundamentals that would support a breakaway from that cycle are in place”, adding: “Long the sick man of the transport ecosystem, the container shipping industry stands on the brink …
The post How box lines can break...
Ocean carriers unlikely to recover the full cost of IMO 2020 compliance
Notwithstanding the significant impact to the bottom line of ocean carriers from the coronavirus outbreak, it is also becoming increasingly apparent that they have failed to pass on all of the extra cost of IMO 2020 cleaner fuel legislation to their customers.
According to Bimco’s chief shipping analyst, Peter Sand, container freight rates have not risen sufficiently to cover the price of compliance.
“The hike this year was not enough, with the …
The post Ocean carriers unlikely to recover the...
https://theloadstar.com/ocean-carriers-unlikely-to-recover-the-full-cost-of-imo-2020-compliance/