Calculating Capacity Do the alliance (re)shuffle – pricing vs schedules The Loadstar Feb 5, 2025 As the new alliance system beds in over the course of the next few weeks, shippers are facing a larger number of…
Air DSV drags down Kuehne as Schenker ‘update’ saves the day The Loadstar Feb 4, 2025 Q4 and full-year 2024 numbers for DSV were always meant to be a classic ‘non-event’. Until they weren’t. And then…
Comment OceanX: Tradewar 2.0 begins; ONE beats Hapag in Q4; earnings season pain The Loadstar Feb 3, 2025 Tradewar 2.0 has started: “Tariffs are a powerful, proven source of leverage for protecting the national interest.”…
Air UPS Supply Chain Solutions: a target for Maersk, DHL or Kuehne? The Loadstar Jan 31, 2025 Q4/full-year 2024 UPS numbers: a lengthy conference call running for well over one hour, including 30 minutes of…
Automotive Cut in automotive freight costs triggers uproar among German SME hauliers The Loadstar Jan 30, 2025 German premium car manufacturer Mercedes-Benz’s decision to cut its freight costs by 10% from 1 February, resulting…
Air Conf call redux: CH Robinson – ‘controlling what we can control and what we can’t’ The Loadstar Jan 30, 2025 Fourth-quarter results at US road transport operator and freight forwarder CH Robinson beat analysts’ profit…
Air DHL Global Forwarding – ‘hungry for more’…cash! The Loadstar Jan 29, 2025 The best performer so far this year on the stock market – more here and here – against its ‘peer group’ in Europe’s…
Air Bernstein: ‘Worry on the waves’ ahead of Europe’s earnings season The Loadstar Jan 28, 2025 After last week’s ‘Farewell to arms?‘ note to investors, Bernstein analysts today, 28 January, updated the market…
Comment Analysis: Panama Canal – delving into claim and counterclaim The Loadstar Jan 27, 2025 Donald Trump’s Panama claim rests on three assertions: Firstly: “We built the canal, therefore it’s ours.”…
Comment OceanX: Egypt insight; wild-west-carrier scenario; sinking rates The Loadstar Jan 27, 2025 Just back from Egypt. After spending some days in the more modern parts of Cairo for meetings and discussions, I…