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Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge

Global 1072 Panjiva Daily 478

Hapag-Lloyd’s new strategy has enough cost-cutting to allow it to compete more aggressively. Ceva’s closer integration with CMA-CGM may hurt Maersk and ONCE. Three retailers have had different success with inventory management this peak season.
Also: K+N sees the risk of stagnant international trade in 1Q; Tesla has chosen to swallow the expense of higher tariffs in China; Deere’s yet to dig itself out of all duty risks; Porsche and Jaguar may have an easier life in China; Johnson Matthey’s tariff challenge is getting bigger; BlueScope loves Australia’s steel exemption; Xerox and ...

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