Supply chain radar: The box lines Super League – risking world trade?

(Note to the reader: Mr Hidden Lead, a senior executive from the global logistics community, had something to say this week. Something so strong that it couldn’t possibly pass unnoticed. If you disagree with what follows, we invite you to submit your rebuttal. You can get in touch with Premium here.)
TWELVE global football super powers (well, some more “global” than others) were taught a painful lesson this week, when their pursuit …

The post Supply chain radar: The box lines Super League –...

https://theloadstar.com/supply-chain-radar-the-box-lines-super-league-risking-world-trade/

Supply chain radar: Spoiler alert Mr Skou

One thing I’ve learnt is seldom to follow shipping company CEOs for salient insights into supply chain trades and trends.
That conclusion was reinforced when I read AP Moller-Maersk (APMM) CEO Soren Skou’s recent comments in The Financial Times (FT) which at the end of March published a story headed: “Suez blockage will accelerate global supply chain shift, says Maersk chief“.
Fair enough? All-in…
For a guy who rakes in Dkr43m all-in per annum …

The post Supply chain radar: Spoiler alert Mr Skou

https://theloadstar.com/supply-chain-radar-spoiler-alert-mr-skou/

Supply chain radar: The next green puff – it’s your turn now

It’s a gold rush as the supply chain gets green, very green, greener than ever. Obviously, there’s top dollar involved – for all those kind souls and entrepreneurs looking to save the planet.
Background
The benefits for the borrowers are pretty obvious: diversify funding in typical project financing-style while promising they “behave environmentally”, using collateral, where it applies, to exploit cheap funding while pushing back debt maturities further out in the duration …

The post Supply...

https://theloadstar.com/supply-chain-radar-the-next-green-puff-its-your-turn-now/

Supply chain radar: CMA Terminals – from Baltic freeze to sun in the Med

Closure of the CMA Terminals deal to acquire 25.5% of HMM’s Total Terminal International Algeciras (TTIA) facility brought the French group’s port portfolio back under the spotlight and its questionable structure.
Future deal-making 
It is split between Terminal Link, the 51%-49% joint-venture it has with China Merchants comprising 10 terminals that are, with one exception, key nodes on the Asia-Europe trade serving deepsea direct calls; and then there’s the rest, which come …

The post Supply...

https://theloadstar.com/supply-chain-radar-cma-terminals-from-baltic-freeze-to-sun-in-the-med/

Supply chain radar: Rail payouts rock as logistics disappoints income hunters

We covered in detail at the end of last year the unimpressive lack of growth in income streams for two different, albeit sizeable, 3PLs in the US – illustrious CH Robinson and Expeditors.
After such a robust 2020 for them as well as all things logistics, actually, after a few bumps on the road in Q2 ’20; with the most prominent players we’ve so far been left with a bittersweet taste …

The post Supply chain radar: Rail payouts rock as logistics disappoints income hunters appeared first on The...

https://theloadstar.com/supply-chain-radar-rail-payouts-rock-as-logistics-disappoints-income-hunters/

Supply chain radar: Mind the (credit rating) gap

Earlier this week, credit rating agency Moody’s, the most prominent and influential agency in the field worldwide, assigned “a first-time A3 long-term issuer rating” to DSV Panalpina (DSV PAN).
How cool was that: surely another little step towards building their Viking Empire via transformational M&A. Yet inevitably it also drives a few more pertinent considerations for the supply chain and the pricing of risk for the major actors.
All good 
Firstly, arguing in favour …

The post Supply chain...

https://theloadstar.com/supply-chain-radar-mind-the-credit-rating-gap/

Supply chain radar: DSV Panalpina – ‘absolutely beautiful’

After last week’s action, the usual Monday update from DSV Panapina (DSV PAN) concerning weekly buybacks was significantly less entertaining, let alone relevant, than the latest insider talk about its upcoming numbers due next Wednesday, 10 February.
Also, some of you may have read another (typically ordinary) 22 January announcement ahead of results– subject: 2020 annual report analyst conference call… “a webcast and conference call will be held at 13:00 CET” – perhaps spotting...

https://theloadstar.com/supply-chain-radar-dsv-panalpina-absolutely-beautiful/

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