Supply Chain Research

Rail operator Kansas City Southern will reportedly become subject to a takeover bid from Blackstone and Global Infrastructure Partners. KSC has faced lower revenues due to the COVID-19 pandemic with total revenues down by 23.0% year over year in Q2. Cross-border U.S.-Mexico traffic may be partly to blame, with Panjiva’s data showing total bilateral trade fell by 3.6% year over year in June after a 26.4% drop in May. Exports from Mexico by rail dropped by 14.4% in June. That was largely due to the closure of the automotive industry which represented 17.6% of mass and 72.1% of value transi...