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News
OceanX: DSV vs K+N; Red Sea stalemate; and the broker bombshell
4+ hour, 36+ min ago (36+ words) Not much to write home about Wake-up call and one hidden sign Breaking up is (not) hard to do AI vs you and I… The DSV way – nada más The apple of one’s eye…...
Project44 split signals AI shift â CEO predicts pressure on CargoWise
9+ hour, 54+ min ago (605+ words) F: NEW PROFIT STREAMCHRW: HEALTHY CORRECTIONDSV: TIME TO BUY INWTC: NO LUCKCHRW: 'NUCLEAR VERDICT'DSV: DEEP CUTKNIN: UPGRADEDKNIN: AI BENEFITSKNIN: NOT WORTH ITPLD: DEAL TIMEKNIN: CONF CALL CLOSING KNIN: PRICING POWER KNIN: MARKET SHARE GAINS IN ROAD KNIN: AI-RELATED COST INFLATION OUTLOOK…...
OceanX: Breaking down the AI hype – face-to-face is your superpower
1+ week, 9+ hour ago (77+ words) The US-Iran conflict has resumed its escalation spiral and appears poised to expand from Hormuz to the Red Sea. Carriers will once again reap the rewards, with Hapag-Lloyd upgrading its 2026 forecast and OOCL reporting some sexy Q2 operational numbers. The apple…...
The hidden flaw in global supply chains: why optimisation alone is no longer enough
1+ week, 1+ day ago (677+ words) JBHT: NEW HIGHS EVERYWHEREPLD: STRONG DELIVERYJBHT: FAIR-VALUE CONSENSUS ESTIMATE AT ALL-TIME HIGH KNIN: AI TECH ADVANTAGEPLD: TRADING UPDATE ON THE WAY KNIN: UPSIDEJBHT: STRONG TRADING UPDATE DSV: EVERY LITTLE HELPSJBHT: CEO REMARKS WMT: VERTICAL INTEGRATION IN LOGISTICS Global supply chains…...
AI cargo props up air cargo market amid warnings of an early peak
1+ week, 3+ day ago (601+ words) JBHT: NEW HIGHS EVERYWHEREPLD: STRONG DELIVERYJBHT: FAIR-VALUE CONSENSUS ESTIMATE AT ALL-TIME HIGH KNIN: AI TECH ADVANTAGEPLD: TRADING UPDATE ON THE WAY KNIN: UPSIDEJBHT: STRONG TRADING UPDATE DSV: EVERY LITTLE HELPSJBHT: CEO REMARKS WMT: VERTICAL INTEGRATION IN LOGISTICS Booming AI-related shipments…...
New Hactl chief Frosti Lau: putting people before technology as he charts the next 50 years
1+ week, 3+ day ago (820+ words) JBHT: NEW HIGHS EVERYWHEREPLD: STRONG DELIVERYJBHT: FAIR-VALUE CONSENSUS ESTIMATE AT ALL-TIME HIGH KNIN: AI TECH ADVANTAGEPLD: TRADING UPDATE ON THE WAY KNIN: UPSIDEJBHT: STRONG TRADING UPDATE DSV: EVERY LITTLE HELPSJBHT: CEO REMARKS WMT: VERTICAL INTEGRATION IN LOGISTICS When Frosti Lau…...
TSMC says AI demand can run to 2030 – lifting the outlook for air cargo
1+ week, 4+ day ago (570+ words) PLD: TRADING UPDATE ON THE WAY KNIN: UPSIDEJBHT: STRONG TRADING UPDATE DSV: EVERY LITTLE HELPSJBHT: CEO REMARKS WMT: VERTICAL INTEGRATION IN LOGISTICSJBHT: HERE WE GOPG: STEADYEXPD: NEW RECORD BA: DELIVERIESMAERSK: BEAR CAMP MUSINGSCHRW: HIGHER HIGHS ON THE RADAR The AI…...
FCK, here we go again – cyberattack leaves KFC with empty buckets
1+ week, 5+ day ago (90+ words) In a nutshell: A ransomware hit on the country’s biggest cold-chain operator is the latest reminder that logistics cybersecurity has real-world teeth. It is a truth universally acknowledged that a fried chicken chain in possession of no chicken is in…...
Why China's port giants are sitting out the big M&A cycle
1+ week, 6+ day ago (118+ words) Every major waterfront consolidation move of the past few years has had a familiar cast of characters missing from the bidding table. MSC bought into HHLA. AD Ports pushed into Noatum, picking up a logistics arm alongside the terminals, and…...
AI hardware props up air freight – spare a thought for the downside
1+ week, 6+ day ago (105+ words) Key takeaway: Semiconductor shipments have quietly become the dominant engine of air cargo growth, masking an e-commerce slump and keeping transpacific load factors at their practical ceiling. The market’s dependence on a single demand driver should be keeping forwarder CFOs…...