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Supply Chain Impacts from Russia-Ukraine Conflict

Logistics Viewpoints

For example, Volkswagen is halting production at two electric vehicle plants in Germany as a result of interruptions of components sourced from Ukraine. Its largest export markets are Russia, China, Germany, Poland, and Italy. Beyond Fossil Fuels. I was unaware of Ukraine’s prominent air transport presence.

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High Seas Troubles Affect Global Supply Chains, Part Two: Climate Risks

Enterra Insights

The Associated Press reports, “Canal authorities attributed the drought to the El Niño weather phenomenon and climate change, and warned it was urgent for Panama to seek new water sources for both the canal’s operations and human consumption. In January Panamanian authorities slashed Panama Canal ship crossings by 36%.

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The Impending Ocean Carrier War on Last Mile Fulfillment

Freightos

On the horizontal carrier integration front, Maersk has doubled down on its extension from ocean consolidation (Hamburg Sud, 2017) to air cargo, increasing Maersk Air by 33% with three leased cargo planes and two new Boeing purchases. Flexport in the US, Beacon in the UK, Forto in Germany, K-Log in Latin America).

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Resilinc’s Q1 2023 Supply Chain Disruption Data

Resilinc

Labor disruptions include strikes (such as company/site level strikes, national strikes, transportation strikes, airport strikes, union contracts and strikes, cargo strikes, border authorities strikes, and postal services strikes), as well as layoffs, labor walkouts, and labor protests.

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The Great Maersk Shift

Freightos

The following is a 5,000 word exploration of Maersk’s strategic shift to end-to-end logistics services, based on open sources. Other sources reported that DB Schenker was not the only forwarder making this shift. Today, 75 to 80% of cargo arrives on time. Driving the Maersk Shift.

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Amazon Expands Air Freight Services and Carrier Equity Stakes

Supply Chain Matters

What differentiates the wide body Airbus A330 as a full cargo aircraft is its capacity to transport high volumes of lower-density cargo such as packages. The report noted that the move steps up the rivalry with parcel carriers FedEx and UPS as well as adding an added source of recurring income for Hawaiian Airlines.

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Panama Canal Drought: Lower Water Levels, Higher Supply Chain Risk

Resilinc

Weight limits have also been adjusted, forcing some ships to unload and transport cargo to the other side of the canal via train—increasing transportation costs. In Germany, the Rhine River faces a historic low this year, preventing many vessels from moving cargo. The ACP also implemented “Condition 3” until September 2, 2023.

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