News
Air cargo fuel surcharges diverge sharply as oil price surges
14+ hour, 18+ min ago (708+ words) AMZN: NEW DEAL TALK EMERGESDSV: TOP EX-DSV EXEC JOINS NTGWTC: BOTTOM FISHINGAMZN: HUGE AI FUNDINGDSV: UPGRADED ON WEAKNESSAAPL: NOW A 'BUY' Cargo fuel surcharges jumped sharply in late March as jet fuel prices spiked "but not all airlines followed. New…...
MSC – the quiet reinvention of a shipping giant
3+ day, 14+ hour ago (247+ words) The global shipping industry has always rewarded scale, discipline, and timing. But every so often, a move appears that signals something deeper " a shift not just in strategy, but in identity. Recent developments suggest that one of the world's most…...
ANA doubles down on freighters with cargo integration after long-delayed NCA takeover
6+ day, 13+ hour ago (296+ words) ANA Holdings is to integrate its cargo businesses into a single entity, underlining a strategy to build scale around dedicated freighter operations after years of delays to its acquisition of Nippon Cargo Airlines (NCA). The Japanese group said it would…...
Google News
6+ day, 12+ hour ago (13+ words) News Freightos" job cuts may have been inevitable as profitability push intensifies'The Loadstar...
Trucking pressures raise allure of intermodal
6+ day, 15+ hour ago (624+ words) North American rail carriers sense an opportunity to grab market share from truckers besieged by high fuel costs, with rising tender rejections and rate hikes caused by shrinking capacity only further undermining truckers" appeal to shippers. Washington"s aggressive drive…...
STB orders antitrust-grade discovery in rail M&A: UP-NS the test case
1+ week, 3+ day ago (221+ words) In a nutshell: The Surface Transportation Board's (STB) demand for internal merger documents, issued on its own initiative after the Department of Justice called them "critically important, transforms this from a regulatory filing exercise into something much closer to an…...
FedEx's earnings dazzle – yet Memphis will be soon tested on every promise
1+ week, 6+ day ago (232+ words) In a nutshell: The T&L integrator just beat estimates by a mile. Now it has to execute a Freight spinoff; a network overhaul hitting 65% capacity; and a pilot contract crisis. When I wrote about FedEx's "Death by a thousand…...
Tariff refunds still months away as court presses for progress
1+ week, 6+ day ago (374+ words) FDX: HEALTHY PUSHFDX: FEDEX FREIGHT WOESFDX: FEDEX FREIGHT DUO GRILLEDDSV: ANNUAL GENERAL MEETING FDX: FUNDAMENTAL CHANGEFDX: STELLAR DELIVERY DHL: AI POWERPLD: NEW JV DISCLOSEDAMZN: USPS TIES UNDER SCRUTINYWTC: BRUISED AND BATTEREDBA: SUPPLY CHAIN DYNAMICSBA: SUPPLY CHAIN RADARFDX: TRADING UPDATE MAERSK:…...
The wrong question: why the TMS debate is distracting forwarders from what comes next
2+ week, 1+ day ago (892+ words) JBHT: 'US FREIGHT MARKET STILL FRAGILE' AAPL: CHINA RISK ON THE MENUJBHT: ON RAILROADSAMZN: USPS PAIN A GAINMAERSK: HIGHEST TARGET ON THE STREETDSV: SALE AND LEASEBACK DEALAMZN: AI DEALDHL: SOFTBOTFDX: AHEAD OF EARNINGSMAERSK: STEADY DOES ITBA: SUPPLY CHAIN RISKDSV: VOTE…...
Jeddah emerges as Gulf supply-chain lifeline as Hormuz closure reroutes container trade
2+ week, 2+ day ago (765+ words) DHL: SOFTBOTFDX: AHEAD OF EARNINGSMAERSK: STEADY DOES ITBA: SUPPLY CHAIN RISKDSV: VOTE OF CONFIDENCEKNX: HUNTINGDSV: EVERY LITTLE HELPSKNIN: AIR LOGISTICS IN A WORLD AT WARAMZN: HERE COME THE CHINESEWMT: RISK-OFF ENVIRONMENTDHL: BULL CASE Saudi Arabia's red Sea port of Jeddah…...