Market Insight Q&A: Steve Walker – ‘Can we trust carriers’ blockchain promises?’

I have had the pleasure of talking to veteran freight forwarder Steve Walker (pictured above), trying to catch up from where we left it last summer on the hot topic of data treatment, ownership and disclosure for the main supply chain players, with a particular focus on the conflict between the air and ocean freight forwarders and the carriers.
Some six months on, here is an excerpt of a few key …

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CH Robinson will give birth to new tech in its ‘innovation incubator’

CH Robinson has begun to spend its $1bn tech investment, with the launch of an innovation incubator, CH Robinson Labs.
With teams in Minneapolis, Chicago, Silicon Valley and Warsaw, Poland, it will create, test and scale “the next big ideas in logistics” for its customers and carriers.
Data scientists and logistics experts will work with customers and carriers to create “personalised solutions for shippers’ challenges … built by, and for, supply chain …

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Supply chain radar: Is DSV Panalpina immune to tech melt-ups?

“Maybe it’s London. Maybe it’s New York. Maybe it’s Paris. A somber voiceover: ‘It started in Wuhan. The government said it was contained. Within two weeks, the shelves were empty. By the third week, bodies were piling up in the streets. On the fourth week, the last news broadcast cut out. By week five, there was no electricity’. We’re kidding, of course.” – The Heisenberg, “Outbreaks and tech melt-ups“, 22 January …

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Market Insight: ‘Erratic’ Maersk will shrink again – here are two divestment candidates

All bets are off in my marketplace as to what assets Denmark’s AP Møller-Mærsk (APMM) would sell next to reinforce its status of global container integrator worldwide.
And that seems to be a more pressing issue than speculating on a new chapter of its own M&A strategy, to grow where it matters, to make sense of its Grand Plan revolving around an asset-lighter base.
“We’re ready now”, was the catchy headline that …

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K+N restructures Asia Pacific operations for ‘a new dimension of growth’

Kuehne + Nagel has consolidated its Asia Pacific operations into one regional headquarters, in Singapore.
The Swiss forwarding giant said the restructuring would “accelerate” its growth across the region and allow it to “target an even stronger role in logistics all over Asia”.
It added: “With immediate effect, the new Asia Pacific region, with about 10,000 professionals, will be headquartered in Singapore. The two regional managers, Jens Drewes and Siew Loong Wong, will …

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On the wires: Klaus-Michael Kuehne focuses on capital strength ahead of a ‘large’ M&A transaction?

“In an interview with German newspaper FAZ, K+N’s majority owner Mr Kuehne mentioned that he favours a balanced dividend pay-out policy so that K+N can build up reserves.” – UBS, 21 January. 
Just a quick take on Kuehne + Nagel (K+N) as once again this week the Swiss 3PL is under the spotlight, following a short note published on Tuesday by UBS analyst Sebastian Vogel, who wrote that “K+N’s payout ratiohas …

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Market Insight: K+N clicks ‘undo’ in Asia – here’s the new ‘unified regional management team’

You might have well read the latest reorganisational news – recreational, for some – concerning Kuehne + Nagel’s (K+N) activities in Asia Pacific (APAC) released on Monday…
… and here is what it means for Premium, which is pleased to provide a bit more “colour” on the managers involved in its latest corporate shuffle.
In a nutshell, the marketing story the Swiss forwarder is spinning out to the trade, investors and clients – …

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UK north-east ports may be market share winners from Brexit

Last month’s announcement that Associated British Ports (ABP) is to invest a further £33m (US$39m) to upgrade Immingham Container Terminal, future-proofing the facility and extending its footprint, is the latest sign that the UK north-east will play an even greater role in post-Brexit logistics.
The news follows a period of continued growth in container volumes across the east coast deepwater ports, including Hull, Immingham and PD Ports-owned Teesport.
ABP, which owns four …

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Thaw in US-China trade relations won’t mean business as before for logistics

The US-China trade pact signed this week, described by the US president as “a monster of a deal”, may have halted the trading tariff spat, but logistics providers and their clients have no cause to change strategy.
In Phase 1 of the trade deal, the US has suspended a 15% tariff on some $160bn of imports from China set for 15 December and halved tariffs on another $120bn of imports from …

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