For the folks at Morgan Stanley, Q4 earnings season has the potential to reveal actual progress and results for freight transportation companies, according to a research report released on Monday. But the management teams themselves may not speak much of it. Ravi Shanker, equity analyst with Morgan Stanley, writes, “While companies are likely to talk down 1Q on seasonality, we see data momentum...
https://www.freightwaves.com/news/dueling-narratives-ahead-of-q4-transportation-earnings
Regulación que obligue a los actores de la cadena de valor a compartir información y optimizar ayudaría a la industria naviera a limpiar su huella ambiental
Esta entrada Bloomberg: La industria naviera global no logra limpiar su huella ambiental Aparece primero en FullAvanteNews.
Según Bloomberg, CMA CGM rechaza el impuesto a las ganancias de los legisladores franceses para suavizar el impacto en la inflación
Esta entrada CMA CGM rechaza el impuesto para suavizar el impacto de la inflación Aparece primero en FullAvanteNews.
As the date of his federal fraud trial nears, Nikola founder Trevor Milton casts a long shadow over his own fate and that of the electric truck manufacturer.
Milton has not actively participated in the startup electric truck and hydrogen maker’s business in more than 16 months. Yet his influence as a major shareholder weighs heavily on the company.
Most recently his vote against increasing the number of authorized shares in Nikola — a move that would dilute his approximately 11% ownership stake —...
https://www.freightwaves.com/news/commentary-miltons-long-shadow-holds-his-own-fate-and-nikolas
According to a recent Bloomberg article, electric vehicles are taking off even faster than expected and “are eating into the transportation system and taking bigger bites every year.” Soon, it predicted, the number of gas cars globally will start to shrink and could largely affect transportation, fuel costs and energy systems.
Bloomberg New Energy Finance (BNEF) predicts that there will be more than 27 million electric passenger vehicles on the road by the end of 2022. There are currently fewer...
The East Coast of the U.S. could face a worsening diesel shortage this summer, John Catsimatidis, CEO of United Refining Co., said in an interview with Bloomberg. United produces some 70,000 barrels of petroleum products each day and sells gasoline throughout western New York and northwestern Pennsylvania, according to the company’s website.
“I wouldn’t be surprised to see diesel being rationed on the East Coast this summer,” Catsimatidis told Bloomberg’s Lucia Kassai. “Right now inventories...
Según Bloomberg, la crisis global de la cadena de suministro estalla nuevamente donde todo comenzó. Los puertos de Shanghai y tentativamente el de Beijing, afecta el comercio de $ 22 billones en bienes globales que enfrenta meses de graves interrupciones en transporte.
Esta entrada COVID: renace la...
https://fullavantenews.com/covid-renace-la-crisis-en-la-cadena-global-de-suministro/?lang=es
An inevitable shift to autonomous transportation will, at some point, trigger massive consolidation among U.S. truckload carriers, reshape the rivalry between trucking and railroading, and rationalize the transactional and relationship roles played by freight brokers, a leading analyst said Wednesday in a keynote address during FreightWaves’ Domestic Supply Chain Summit.
Lee Klaskow, senior analyst of transportation and logistics at Bloomberg Intelligence, said the autonomous trucking...
FreightWaves, the industry-leading provider of data, analytics and news for global supply chains and logistics, announced that two of the company’s proprietary tender indices are now available to Bloomberg Data License clients via the Bloomberg Enterprise Access Point.
The FreightWaves SONAR tender indices track contracted freight volume and capacity availability across the surface freight market. These tender indices provide upstream indicators of contract freight volume, capacity and rate...
Greensill Capital, a supply chain finance firm based in London, is discussing a possible insolvency within days, according to a Bloomberg report.
The possible move follows the decision by Credit Suisse Group AG to freeze $10 billion worth of supply-chain finance funds that Greensill relies on, citing “considerable uncertainty” on the valuations of the holdings.
Concurrent to insolvency discussions, Greensill is considering the sale of its operating business to Apollo Global Management Inc. for...