Making sense of the supply chain
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Boeing delays 777 deliveries and axes 767F production

As indicated in The Loadstar last week, problems at Boeing will mean freighter orders will go to the back of the queue. Boeing has said it will push back its first 777-8F deliveries, as well as ending production of the 767F. It will also cut 17,000 staff.  President and CEO Kelly Ortberg said customers should not expect 777-9s before 2026; and...

Mon Oct 14, 2024 16:13
Trump or Harris: who will be better for revision of US trade deal with Mexico?

North American supply chain stakeholders near-shoring to Mexico have increased opportunities for the region’s trucking sector, but the upcoming change of US president could jeopardise – or encourage – trade relations.   Since former president Donald Trump replaced the North American Free Trade Agreement (NAFTA) with the United States-Mexico-Canada...

Mon Oct 14, 2024 16:13
French windfall tax will saddle CMA CGM with ‘competitive disadvantage’

Remarks by CMA CGM’s CFO Ramon Fernandez appear to contradict a statement by CEO Rodolph Saade a month ago that it was ready to participate in a French windfall tax scheme, claiming it would make the carrier uncompetitive. The €800m ($875m) windfall tax, which would be levied over two years, is part of a move by the French government to plug a hole...

Mon Oct 14, 2024 16:13
Halifax a winner as vessels re-route due to US east coast strike

The Canadian east coast gateway of Halifax – and, by extension, port operator PSA which runs its two container terminals – has emerged as the main winner from the three-day ILA stoppage on the US east and Gulf coasts. “Despite the Chinese Golden Week contributing to a temporary rise in blank sailings, Halifax saw increased activity during the ILA...

Mon Oct 14, 2024 16:13
China’s ecommerce giants revamp strategy to get round new US rules

The ecommerce titans are quickly adapting their business models in the face of greater regulatory oversight and heavy competition. Executive action, announced by the White House last month, to tighten scrutiny of ecommerce and de minimis shipments has triggered changes by Chinese platforms – although implementation of some new rules has been delayed. ...

Mon Oct 14, 2024 15:12
Calls for Beirut Airport, ‘Lebanon’s only gateway for aid’, to be protected

Israel’s assault on Lebanon has left the country bereft of airfreight capacity, its sole airline struggling to service demand and charter companies unwilling to plug the gaps. Mourad Aoun, CEO of distribution firm The Net Global, which has branches in Lebanon, said regional supply chains’ capacity to do business had been “significantly impacted”...

Mon Oct 14, 2024 15:12

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