Pure-play contract logistics operators

Analysis: Mærsk – the vertical consolidation bluff

Hardly a day goes by when the risk of the ocean carriers invading the freight forwarding space, one way or another*, seems to become more real.
(*Either cutting out or simply trying to replace the middleman’s services with their own, if/when asset-light services are added to their offering mix via M&A.)
Background 
And while the narrative is the one promoted by the the most prominent container logistics integrator AP Møller-Mærsk (APMM) in May …

The post Analysis: Mærsk – the vertical...

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M&A radar: Mærsk spree… LF Logistics $3.6bn buy – ‘boisterous insanity’?

On Monday, quickly sifting through the 99,999-plus-unread-emails in my inbox (screen grab below) I thought: the M&A binge outside logistics looks so good and widespread, anyway, that something must be fundamentally broken but we’ll soon have our ‘glory days’ in supply chain.

Ohhh, if grandma was still around.
Then
Tuesday came with the MSC/BAL asset-based €5.7bn announcement and today we were incredibly pleased to find out, given the M&A news flow, that …

The post M&A radar: Mærsk spree… LF...

https://theloadstar.com/ma-radar-maersk-spree-lf-logistics-3-6bn-buy-boisterous-insanity/

On the wires: CMA CGM’s $3bn Ingram Micro CLS buy – just a fallback?

“Acquiring US-based Ingram Micro CLS will accelerate our supply chain capabilities in contract logistics and eCommerce expertise. [It is a] Key catalyst for our subsidiary Ceva Logistics’ development in high-growth eCommerce segment, especially in US, European markets. Ceva Logistics [is set] to become the fourth-largest global contract logistics provider.” – CMA CGM announced on 8 December the acquisition, via a share and asset purchase agreement, of “most of” Ingram Micro Commerce …

The post On...

https://theloadstar.com/on-the-wires-cma-cgms-3bn-ingram-micro-cls-buy-just-a-fallback/

On the wires: Mærsk vs MSC – adult thumb-sucking

Kudos to the writers at ShippingWatch for noticing how narrow the gap between Mærsk and MSC has become in terms of fleet size: “MSC could be one ship away from overtaking Maersk as world’s largest container line”.
Firstly, stories with headlines like this always win readers (I’m a complete sucker for them, no matter how pointless they sometimes seem) because everyone supposedly loves a league table, and few spectacles are as …

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