Supply chain radar

Supply chain radar: 2022 – the year of direct government intervention

Goodbye 2021, we’re done. But watch out, here comes 2022!
How lucky
I recently argued that we are in a supply chain stalemate, as ports around the world remain congested due to excessive numbers of out-of-position empty containers not being loaded for repatriation by the world’s shipping lines, among other factors.
But how can this be addressed?
Before mowing on, a cocky round of self-applause as shipping trouble was my last column of 2020, …

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Supply chain radar: Untangling the mess 

In my previous ‘Welcome (2022) force majeure‘ take from last week, I discussed how global raw material supply shortages are being exacerbated by the problems of the global logistics industry. Now, it’s just about the right time, sequentially, to run the rule over using the plunger to start clearing the blockages in our  supply chain networks. 
Supply chain bottlenecks are everywhere – even at home
The only good news from the last …

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Supply chain radar: Days of reckoning waiting for a brighter dawn

Here is a soft Monday start that entails a few reminders of what the near future may hold, as several questions are still looking for answers in the supply chain. For example:

– What about Amazon’s domination, penetration and its future logistics plans?
– Is port congestion in key hubs set to last longer?
– And how exactly has the perception of supply chain risk and pivotal factors that determined it changed even before/after …

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Supply chain radar: Behind Coca-Cola’s breakbulk blueprint – ‘taste the feeling’

Yesterday came the news that UK supermarket Asda has become the latest shipper to charter its own vessel to overcome the supply chain chaos – a ship carrying 350 boxes is now en route to the UK.
These stories are becoming increasingly common, but the stand-out star remains remains the world’s favourite soft drink… remember the Coca-Cola post on social media that went viral for choosing breakbulk over containers?
Quick recap 
“When you can’t …

The post Supply chain radar: Behind Coca-Cola’s...

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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 …

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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

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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 …

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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/

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