More Indications of Rapidly Changing Global Transportation Trends

Supply Chain Matters

As we approach the annual peak period of global transportation over the next three months, there are additional troubling signs related to global transportation trends, trends that indicate more excess capacity remaining in ocean and air cargo, but continued restricted capacity within U.S.

Sober Signs of Global Transportation Structural Change

Supply Chain Matters

For some time, Supply Chain Matters has brought attention to the building overcapacity situation that is occurring across global focused transportation sectors. Procurement and Sourcing Transportation and Logistics AP Moller-Maersk independent blog commenting on global logistics and transportation Supply chain Matters blog

Deep Dive on 2017 Prediction Five: Continued Global Transportation Industry-wide Turbulence

Supply Chain Matters

The following Supply Chain Matters blog is part of our ongoing series of deep dives into each of our previously unveiled ten 2017 Predictions for Industry and Global Supply Chains. At the start of the New Year, our parent, the Ferrari Consulting and Research Group along with our Supply Chain Matters blog as a broadcast […].

A.P. Moller-Maersk Reports Q4 and 2016 Performance- More Signs of Ongoing Global Transportation Industry Turbulence

Supply Chain Matters

Moller-Maersk, the parent of global container shipping lines leader Maersk Line reported both fourth-quarter and total FY16 financial performance this week and the company’s shareholders were not pleased. Procurement and Sourcing SAP Transportation and Logistics challenges in global transportation and logistics independent blogs commenting on supply chain management Maersk Line Supply chain Matters blog

Point of View Commentary: Techies vs. Brokers in Global Transportation and What Will Likely Change

Supply Chain Matters

We feature this point-of-view guest commentary as a sidebar to our 2017 Prediction of continued global transportation industry turbulence. Procurement and Sourcing Supply Chain Execution Supply Chain Technology Transportation and Logistics Cory Margand guest blog SimpliShip.com Supply chain Matters blog

A Challenging Upcoming Period in Global Transportation

Supply Chain Matters

Our prior Supply Chain Matters commentary noted today’s stunning development regarding the suspension of the P3 Network among the top three global ocean container shipping lines. Procurement, logistics and transportation teams have to now place serious weight to the implications and potential scenarios of a shipping industry running out of capacity rationalization options and ripe for more consolidation.

Finding Global Transportation Optimization Opportunities

Talking Logistics

When considering your global transportation network, do you have the infrastructure needed to effectively and efficiently optimize it? Does the same apply in the global arena? Will you need to procure equipment and bookings using forecasts, then re-plan again with the actual orders? The optimization software you choose is critical for global optimization. Jim parlayed this unique experience into a successful career implementing transportation management.

Report That Maersk Line Looks Toward Added Acquisitions in Logistics

Supply Chain Matters

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. That includes areas such as inter-modal surface transportation as well as operating warehouses.

Report 141

Maersk Reports Strong Earnings Despite Slower Global Activity

Supply Chain Matters

Catching up on significant news impacting global supply chains, readers should note that A.P. Procurement and Sourcing Transportation and Logistics 2M alliance in global transportation blog commenting on global supply chain management global transportation and logistics trends structural changes in global transportation Supply chain Matters blog

Global 126

A Warning from European Shippers as to Existing Ocean Container Capacity Disruption and Spiking Rates for Exporters

Supply Chain Matters

Procurement and Sourcing Supply Chain Disruption Transportation and Logistics global transportation and logistics trends global transportation industry disruption supply chain management industry analyst advisory services Supply chain Matters blogThe European Shippers Council warned of pending industry supply chain disruption for exports from Europe caused by capacity limitations and spiking ocean container freight rates.

Europe 100

Reports of Softening U.S. Trucking Rates and Rising Global Logistics M&A are Not Coincidence

Supply Chain Matters

surface trucking rates this quarter, and a potential re-igniting of merger and acquisition activities involving global logistics carriers and services providers should capture the attention of industry supply chain management teams. .

Global 130

Drewry’s Declaration that the Global Shipping Market has Bottomed

Supply Chain Matters

Procurement and Sourcing Transportation and Logistics challenges in global transportation independent blog commenting on global logistics and transportation ocean container industry consolidation Supply chain Matters blogThis week, noted maritime and shipping industry research firm Drewry Maritime Research declared that the ocean container shipping market has now bottomed out.

Global 162

A Follow the Money Broken Link for Global Container Shipping Lines

Supply Chain Matters

Procurement and Sourcing Transportation and Logistics global transportation and logistics trends Supply chain Matters blogThe ocean container shipping industry continues to manage its way out of an ongoing multi-year condition of too much excess shipping capacity. However, one of the prime European banks that was instrumental in financing ship acquisitions is bearing the risk and now the consequences.

Global 109

Maersk Reports Stronger Earnings but Continued Industry Warnings

Supply Chain Matters

This week, AP Moller-Maersk, parent of global leading ocean container shipping line Maersk reported rather positive Q3 financial results. However, Maersk did take the opportunity to once again warn its investors of a continuing slowdown in global trade. For the third quarter, the shipping concern reported an overall net earnings increase of 25 percent on flat revenues. Financial highlights for the Maersk Line unit included revenues of $7.1B and profits of $554M.

Report 122

Ocean Container Transportation Trends Remain Dynamic

Supply Chain Matters

Data emanating from the global ocean container transportation area again indicates important trend shifts that industry supply chain teams need to continue to monitor. Business-as-usual assumptions related to ocean transport no longer hold credence with these market dynamics. Procurement and Sourcing Transportation and Logistics global transportation trends Supply chain Matters blog

Trends 118

Are Ocean Container Megaships Benefitting Industry Supply Chains? – Perhaps Not

Supply Chain Matters

Our readers who closely follow our global transportation and logistics related commentaries are well aware that Supply Chain Matters has penned our share of rants related to the ocean container shipping industry. Procurement and Sourcing Supply Chain Strategy Transportation and Logistics blog on global supply chain management developments challenges in global transportation challenges in ocean container shipping ocean container shipping trends Supply chain Matters blog

U.S. West Coast Ports and Dockworkers Agree to Significant Labor Contract Extension

Supply Chain Matters

Global Trade Issues Procurement and Sourcing Transportation and Logistics global transportation challenges Supply chain Matters blogLast week, U.S. West Coast dockworkers agreed to extend their existing labor contract with port operators for an additional three years, setting-up a potential tense period of upcoming negotiations scheduled for U.S. East Coast dockworkers.

Revisiting 2017 Predictions for Industry and Global Supply Chains- Part Three

Supply Chain Matters

Supply Chain Matters continues with reviewing and self-scoring each of the 2017 Predictions for Industry and Global Supply Chains published at the beginning of this year. This Part Three posting provides an assessment of our prediction for continued global transportation industry turbulence and the prediction for a renewed renaissance in business services and technology investment.

The State of Logistics in 2016- Accelerating Into Uncertainty

Supply Chain Matters

Omni-Channel Commerce Supply Chain Impacts Procurement and Sourcing Transportation and Logistics global transportation industry challenges State of US Logistics report Supply chain Matters blogThe 28th Annual State of Logistics report reflects a U.S. logistics industry “buffeted by crosswinds as the pace of change accelerates” as the authors term: “Accelerating into Uncertainty.” Looking ahead, the report indicates that 2017 could be a pivotal year for the industry.

Breaking Transportation News- P3 Alliance Suspended

Supply Chain Matters

Various business media are reporting today that the proposed P3 Alliance, involving a shipping capacity alliance among the top three global ocean container lines has now been suspended. This is a stunning development concerning global transportation. Procurement and Sourcing Transportation and Logistics global transportation and logistics trends P3 Network in global transportation Supply chain Matters blog supply_chain_matters

Maersk Line Gains Final Regulatory Approval to Close Acquisition of Hamburg SuD

Supply Chain Matters

This week, leading global ocean container shipping line Maersk Line announced final regulatory approval had been gained related to its planned acquisition of German based ocean container shipping line Hamburg Sud. The takeaway is that the forces for ocean transportation consolidation continue along with the influence of major lines and their current transportation consortium networks.

Maersk Line Gains Final Regulatory Approval to Close Acquisition of Hamburg SuD

Supply Chain Matters

This week, leading global ocean container shipping line Maersk Line announced final regulatory approval had been gained related to its planned acquisition of German based ocean container shipping line Hamburg Sud. The takeaway is that the forces for ocean transportation consolidation continue along with the influence of major lines and their current transportation consortium networks.

Ocean Container Industry Dynamics Moving Faster

Supply Chain Matters

Procurement and Sourcing Sales and Operations Planning Supply Chain Execution Transportation and Logistics challenges in global transportation challenges in ocean container shipping implications of Hanjin Shipping receivership independent blog commenting on global logistics and transportation Maersk Line Supply chain Matters blog

Supply Chain Matters Friday News Roundup

Supply Chain Matters

Automotive Supply Chain Procurement and Sourcing Supply Chain Technology Transportation and Logistics blog commenting on global supply chain management global transportation trends and implications Kinaxis Inc. P3 Network in global transportation Supply chain Matters blog supply_chain_matters Tesla gigafactory Tesla supply chain

Added Industry Consolidation- Japan’s Largest Shipping Lines to Merge Container Operations

Supply Chain Matters

Industry and business media report that Japan’s three largest maritime shipping companies are indicating they intend to merge their container shipping operations to create the what would probably be the sixth-largest global player. Procurement and Sourcing Transportation and Logistics challenges in ocean container shipping ocean container shipping trends Supply chain Matters blog trends in global transportation

Japan 122

The Announced Acquisition of Con-Way by XPO Logistics Has Many Industry Implications

Supply Chain Matters

One of our Supply Chain Matters Global and Industry Supply Chain Predictions in 2015 forecasted a turbulent year in global transportation and we predicted that such turbulence would take on a multi-year context, including additional acquisitions surrounding the 3PL and other transport sector in the year to come.

2M Alliance Announced as the Alternative to Abandoned P3 Network

Supply Chain Matters

Procurement and Sourcing Supply Chain Execution Transportation and Logistics 2M alliance in global transportation 2M network independent blog commenting on global supply chain developments P3 Alliance in global transportation supply chain insights Supply chain Matters blog supply_chain_matters As we anticipated, the march toward consolidation in the ocean container shipment segment continues.

Asia 133

Breaking Transportation News: FedEx Announces Intent to Acquire TNT Express

Supply Chain Matters

Included in our Supply Chain Matters 2015 Predictions for Global Supply Chains (available for complimentary download in our Research Center) was our prediction for a turbulent and noteworthy year involving the global transportation. Global package delivery and transportation provider FedEx announced today it has reached a conditional agreement of intention […].

Calling the Bottom to the Ocean Container Shipping Market is One of Perspective

Supply Chain Matters

Procurement and Sourcing Transportation and Logistics independent blog analysis and insights on supply chain management supply chain industry analyst advisory services Supply chain Matters blog trends in global transportationWhile executives of ocean container industry leader Maersk called a bottom to the container shipping market, Supply Chain Matters submits that market forces of supply and demand are now subject to new nuances.

Yet Another Acquisition in Logistics: DSV and UTi Worldwide

Supply Chain Matters

Once again, there is another mega acquisition within the transport and logistics industry. Last week, Denmark based DSV, currently ranked the sixth largest global logistics provider, agreed to acquire U.S. Procurement and Sourcing Transportation and Logistics global transportation and logistics trends Supply chain Matters blogbased UTi Worldwide for $1.35 billion. Previous acquisitions announcements involve U.S.

P3 Network Gains U.S. Maritime Approval as Concerns Widen

Supply Chain Matters

Procurement and Sourcing Transportation and Logistics global transportation and logistics trends independent blog commenting on global logistics and transportation P3 Network in global transportation supply chain insights Supply Chain Matters Supply chain Matters blog

Cargo 133

Alarms of Even More Idled Ocean Container Vessels

Supply Chain Matters

Within our 2015 Predictions for Global and Industry Supply Chains, and within numerous subsequent transportation and logistics focused postings this year, we […]. Procurement and Sourcing Transportation and Logistics global transportation and logistics trends Maersk Line Supply chain Matters blog

Subpoenas Served on Ocean Container Shipping Line Executives

Supply Chain Matters

Procurement and Sourcing Transportation and Logistics global transportation and logistics trends Supply chain Matters blogThe Wall Street Journal reported today (Paid subscription required) that U.S. Justice Department investigators crashed an industry Box Club meeting held last week among 20 ocean container shipping firms and served subpoenas to top executives of several lines.

Troubling News in Global Ocean Container Capacity Reductions

Supply Chain Matters

Inventory Management Procurement and Sourcing Retail Supply Chain Sales and Operations Planning Supply Chain Disruption Transportation and Logistics challenges in global transportation independent blog commenting on global logistics and transportation ocean container industry challenges ocean container industry consolidation Supply chain Matters blog

Quantified Impact of the Expanded Panama Canal for U.S. Bound Container Shipping

Supply Chain Matters

Robinson have just released a new joint study, How the Panama Canal Expansion is Redrawing the Logistics Map, (sign-up required for complimentary report) which we feel should be essential reading for multi-industry sourcing, procurement, logistics and transportation teams. Manufacturing Strategies Procurement and Sourcing Sales and Operations Planning Supply Chain Strategy Transportation and Logistics Boston Consulting Group C.H.

Panama 130