Added Admission- Shipping Line Profit Boom Coming to an End
Supply Chain Matters highlights an added admission, this time from a shipping industry senior executive, indicating that the period of windfall profits among global shipping players is coming to an end.
by Bob Ferrari 
Maersk’s Outstanding Financial Performance Has Implications for Shippers
The Supply Chain Matters blog provides a further example of how global transportation carriers have benefited from the significant surge in shipping volumes as well as more leveraged use of technology and business practices to meter capacity availability.
by Bob Ferrari
Global Trade on the Increase and Container Shipping Lines Suddenly Benefit
Excerpt
The Supply Chain Matters blog provides an editorial commentary on global container shipping lines financially benefitting from ability to collective cut-back on capacity availability during the COVID-19 disruption that has impacted so many industry supply chains.
by Bob Ferrari
Carriers Putting an Added Cost Squeeze to Online Commerce and Retail Providers
The Supply Chain Matters blog provides a commentary reflecting on reports of carriers putting an additional cost squeeze to online commerce and retail providers. With shipment volumes expected to continue to increase in the coming moths, the economic and service implications are worrisome.
by Bob Ferrari
Highlights of A.P. Moeller Maersk Q3-2019 Financial Performance- Signs of Shipping Volume Declines
The Supply Chain Matters blog provides key highlights and industry indicators from the Q3-2019 financial performance of global shipping leader A,P. Moeller Maersk.
by Bob Ferrari
Global Transportation and Logistics Services Providers DSV and Panalpina to Merge
This week featured the announcement of a significant merger among DSV and Panalpina, two European based global freight forwarders and logistics services providers, and a further sign of ongoing industry consolidation.
by Bob Ferrari
The Implications of U.S. Justice Department Dismissal of Alleged Ocean Container Shipping Cartels Has Multiple Consequences
A U.S. Justice Department ruling into allegations of price fixing among the globe’s largest container shipping lines has been dropped, with consequences for shippers and the industry.
by Bob Ferrari
Reports of Softening U.S. Trucking Rates and Rising Global Logistics M&A are Not Coincidence
Supply Chain Matters reflects on reports of the potential for softening U.S. surface trucking rates this quarter, and a potential re-igniting of merger and acquisition activities involving global logistics carriers and services providers which should capture the attention of industry supply chain management teams as not being coincidence.
by Bob Ferrari
Report That Maersk Line Looks Toward Added Acquisitions in Logistics
The CEO of Maersk indicated to a European business publication that acquisitions involving land logistics and transportation services are expected over the next 2-3 years. This is another clear sign of pending industry consolidation of capabilities.
by Bob Ferrari
Was FedEx’s Most Recent Financial Performance a Sign of What is to Come for Global Trade Volumes in 2019?
After reporting fiscal Q2 financial performance and a lowering of 2019 earnings guidance this week, FedEx shares were hammered. The Supply Chain Matters blog opines as to whether this is indeed a sign of significant declines in global trade volumes in 2019.
by Bob Ferrari
CEVA Logistics and CMA CGM Initiate Strategic Equity Partnership
CEVA Logistics, a globally focused, asset-light, third-party logistics provider (3PL), has announced that global shipping line CMA CGM has obtained all regulatory approvals required in connection with its investment in CEVA and will become a 24.99 percent shareholder in CEVA. This announcement has significance because it represents further evidence of ocean container carriers branching out into the ability to provided added logistics and inter-modal services for shipping customers.
by Barry Belotti 
Shipper Survey Reinforces Dissatisfaction with Service Levels of Ocean Carriers
Supply Chain Matters calls reader attention to some news that likely many global supply chain participants are fully aware of, namely that many shippers remain dissatisfied with the reliability and service levels provided by many ocean container shipping lines.
by Barry Belotti 
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