Supply Chain Research

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Striking back, Panama problems, worrying shipments

November 3, 2023

• The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →

DSV Panalpina’s third upgrade comes with view of normalization in 2022

July 29, 2021

DSV Panalpina reported Q2’21 revenue growth of 34.4% year over year as the freight forwarder’s ocean business benefited from elevated rates linked to “port congestion [and] a lack of equipment/capacity”. The firm has upgraded its earnings guidance for 2021 for the third time and expects that “... Read more →

K+N expects seafreight rates to continue to roar through to Year of the Tiger

July 21, 2021

Freight forwarder K+N reported Q2’21 revenues which expanded by 47.9% year over year and by 35.0% compared to Q2’19. While seafreight revenues surged, much of the expansion was due to rising shipping rates, with volumes handled globally down by 8.3% in Q2’21 versus Q2’19. The higher rates are ... Read more →

Vivo battery ban may drag on Indian phone supply surge

May 7, 2021

Container line Ocean Network Express has joined various airlines in refusing to carry Vivo’s Y20 mobile phone or batteries due to recent fires linked to the model. That could slow Vivo’s recent growth in emerging markets. That growth can be seen in Indian imports of the firm’s phones which cli... Read more →

K+N sets eight-year expansion record as shipping for Miele, Toms booms

April 27, 2021

K+N reported a 22.8% year over year expansion in Q1’21 revenues, the fastest rate of growth the freight forwarder has delivered since at least 2014. Much of the expansion has been driven by an increase in achieved shipping rates rather than higher volumes, though airfreight handling increased ... Read more →

K+N shows rates, not weights, matter; congestion set remain until summer

March 4, 2021

Freight forwarder K+N reported revenue growth of 5.5% year over year in Q4’20, a significantly slower rate of development than its peers including C.H. Robinson and DP-DHL. The firm’s CEO, Detlef Trefzger, has stated that reflects a “selective growth approach and most likely that will be the p... Read more →

New round of strategic evolution beckons as bigger means better for forwarders

February 16, 2021

CMA CGM has acquired four Airbus freighters and created a new Air Cargo division to provide “customers with a complementary range of services covering both shipping and logistics” on lanes into and out of the EU. That adds to Ceva, its freight forwarding operator, which has seen accelerating g... Read more →

Callaway Golf empties its bag as freight costs, supply constraints overshadow 2021

February 15, 2021

Callaway Golf reported 20.1% year over year revenue growth in Q4’20, beating analysts’ estimates by 11.0 percentage points, as golf became more popular during the pandemic. The firm has aggressively managed its inventories down to 133 days of sales from 190 days a year earlier. The firm has, h... Read more →

Panjiva Insights: Recovery, resilience and life under Biden – 2021 Outlook

February 15, 2021

Panjiva Research held a two-part outlook event on Feb. 10 themed “Past Tense, Future Imperfect” featuring speakers from Flexport and S&P Global’s Ratings, Platts, ESG and Panjiva businesses. The report provides links to the replays and additional data insights. President Biden is unlikely to c... Read more →

Supply Chain Research

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