How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
Flying low, way too low…
There is no denying that quarterly trading updates are currently the lesser evil in logistics, as the vertical consolidation game is significantly more attractive than short-term performance.
Even more so with Kuehne + Nagel (K+N), a bellwether 3PL for all in air and ocean freight and, to some extent, road and contract logistics (CL).
Value
So let’s run a basic net present value calculation, and we immediately find that K+N may have nowhere to go value-wise from here*, although a re-pricing of risk ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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