Comment Prologis talks data centres – you’d better listen (Part One) The Loadstar Jan 25, 2025 You may recall the wise remarks from Prologis (PLD) CFO Tim Arndt at a Bank of America conference held in…
Australia Victoria: queue and jam – and now call your advisor (Part Two) The Loadstar Jan 24, 2025 In Part One, headed ‘Victoria – Shitoria‘, I provided the context for the dire financial situation the Australian…
Australia Mr Joy: Victoria – Shitoria (Part One) The Loadstar Jan 23, 2025 Don’t do business in the Australian state of Victoria, especially if you are a transport company. Now Imagine that…
Comment Knight-Swift – any sign of the longed-for US freight inflection? The Loadstar Jan 23, 2025 Everybody’s eager to call the ‘inflection point’ for land freight transportation in North America. How does it look…
APM Terminals Analysis: Can the Gemini network do it on-time? The Loadstar Jan 22, 2025 Last week The Loadstar Podcast hosted a fascinating interview with Hapag-Lloyd’s managing director of global…
'Trump trade' Déjà vu: Well, shake it up, baby, now (shake it up, baby) The Loadstar Jan 21, 2025 As the clock struck 12 on 20 January, Donald J. Trump was inaugurated as the 47th President of the United States of…
Air Expeditors in court – new motion in, new allegations emerge The Loadstar Jan 21, 2025 With the spotlight on its ‘no layoffs’ policy, there is more than staff matters currently concerning the trade as…
Comment OceanX: My perspectives on Saudi & Egypt The Loadstar Jan 20, 2025 Saturday 18 January in Egypt allowed for a deeper reflection on the past week in Jeddah, Saudi Arabia – that…
'Trump trade' DHL rallies through the (Trump) noise – DSV and Kuehne don’t The Loadstar Jan 20, 2025 One key takeaway from last week’s US CPI numbers that boosted animal spirits? Oh well, that is surely part of the…
Comment JB Hunt – amigos, analicemos… ¡ya 2026! The Loadstar Jan 17, 2025 Una Shelley Simpson segura de sí misma, como siempre vibrante, frente a la cámara para su audiencia de LinkedIn...……