Supply Chain Research

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Supply China Edge: Red Sea ripples through trains, automobiles and warehouses

January 19, 2024

• The impact of disruptions to shipping through the Red Sea is rippling through supply chains. In new research this week we look at the impact on the automotive sector where four manufacturers are already cutting production or adjusting their operations and electric vehicles appear more expose... Read more →

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Supply Chain Edge: Stormy 2024, Red Sea security, tariff reviews ahead

December 22, 2023

• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear l... Read more →

ZIM, Matson lead carriers, DP-DHL and K+N lead forwarders in slowing September

October 19, 2021

Carriers and forwarders showed reduced import momentum when comparing September to the prior three months ending in Aug 31. Slowdowns were driven by a continued decrease in import growth from Asia excluding China and Europe, slowing to 9.8% and 3.6% year over year respectively. Imports loaded ... Read more →

ONE boosts agricultural exports as FMC focuses on empty container strategy

December 9, 2020

The Federal Maritime Commission’s Chairman, Michael Khouri, has flagged ongoing reviews of the activities of the big container shipping lines including empty container positioning practices. The latter has been driven by the reported refusal of U.S. agricultural export shipping orders due to c... Read more →

Feds’ review widens as container-lines appear to prioritize empties over exports

November 24, 2020

The U.S. Federal Maritime Commission has widened an investigation into the operations of container shipping lines as part of global supply chains. The FMC is looking specifically at whether the liners’ charges, return policy and availability of containers are damaging U.S. exporters from the p... Read more →

Maersk’s bounty leaves industry alliances hostage to intervention

November 19, 2020

Maersk has increased its 2020 EBITDA guidance by 6.5% at the midpoint due to “increased momentum in Q4 in global container volumes and freight rates”, marking the second upgrade in around a month. Average achieved shipping rates rose by just 2.7% in Q3’20 compared to global China outbound mark... Read more →

Retail needs new services after Hapag-Lloyd, ONE draw more blanks

June 5, 2020

The container shipping industry looks set to continue capacity discipline down in response to COVID-19 disruptions at least through to early August. Two of the big three shipping alliances, 2M and THE, have cancelled planned sailings from Asia to Europe. THE, led by Hapag Lloyd and Ocean netwo... Read more →

2020 Outlook: Delivery in Doubt – Logistics Industry Prospects

January 15, 2020

The logistics industry faces a series of challenges in 2020 which have their roots in a period of upheaval from the past three years. Container shipping rates start the year at their highest since April 2015, but much of the improvement is down to higher fuel costs. Indeed, S&P Global Platts d... Read more →

EC Waives Competition Rules, Shipping Alliances Can’t Force Profits Higher

November 22, 2019

The European Commission will likely allow the container shipping lines to maintain their cooperative alliances for another five years under a so-called block-exemption from antitrust rules. Profitability in the sector remains weak, with gross profits – container rates less bunker fuel – having... Read more →

Hyundai, GE Could Be Targets for ZIM’s New 2M-Affiliate Service

July 4, 2019

ZIM Shipping has moved closer to the 2M shipping alliance of Maersk and MSC in offering two new routings from China and South Korea to the U.S. gulf coast. That replaces routes previously offered by HMM (former Hyundai Merchant Marine) alongside 2M. U.S. inbound shipments for the port pairs co... Read more →

Supply Chain Research

Showing research about Theme - Alliances