Danish business conglomerate
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Katie talks to British-Pakistani geo-strategic analyst Moeed Pirzada about new Epstein emails which reveal the the sex criminal's hatred of Imran Khan and what that reveals about Pakistan today. But first Katie talks to Andre Easton who is running to represent New York's 15th Congressional District, which is in the Bronx and has been represented by the extremely pro Israel Democrat Ritchie Torres since 2021. And then Katie talks to Roua Daas, an organizer with the Palestinian Youth Movement and lead on the Mask off Maersk campaign and People's Embargo for Palestine. For the full discussion, please join us on Patreon at - https://www.patreon.com/posts/patreon-full-dr-144947666 Support the show by following Katie on TikTok: https://tiktok.com/@kthalps_ Moeed Pirzada is a British-Pakistani geo-strategic analyst, television anchor, columnist, and commentator who has been living in exile in Washington, D.C since the regime change in Pakistan 3 years ago. He has written extensively for out lets including The Guardian and Al Jazeera, and interviewed Prime Ministers Benazir Bhutto and Imran Khan, as well as former U.K. Prime Minister David Cameron and former Secretary of State Hillary Clinton. Andre Easton is running to represent New York's 15th Congressional District, which is in the Bronx and has been represented by the extremely pro Israel Democrat Ritchie Torres since 2021. Andre was born to Jamaican immigrants in the Bronx, and has spent 12 years teaching English in South Bronx public schools. He is an active father who is raising three boys with his wife, Angelica, who is also a public school educator in the Bronx. He is a member of the Party for Socialism and Liberation, and has been a part of the movement against police brutality, organized for housing justice, and helped lead political education courses. Roua Daas is an organizer with the Palestinian Youth Movement and lead on the Mask off Maersk campaign and People's Embargo for Palestine. ***Please support The Katie Halper Show *** For bonus content, exclusive interviews, to support independent media & to help make this program possible, please join us on Patreon - https://www.patreon.com/thekatiehalpershow Get your Katie Halper Show Merch here! https://katiehalper.myspreadshop.com/all Follow Katie on Twitter: https://x.com/kthalps Follow Katie on Instagram: https://www.instagram.com/kthalps Follow Katie on TikTok: https://tiktok.com/@kthalps_
Stephen Grootes in conversation with Mark Swilling, Commissioner of the NPC about the findings of the report, Transformation of South Africa’s Monetary Architecture, 1983–2024, exploring why South Africa remains deeply unequal, why Gross Fixed Capital Formation lags far behind the National Development Plan target, and how reconfiguring balance sheets could unlock the R150 billion needed to upgrade and expand national infrastructure. In other interviews, Makgale Mohlala, Head of the Cartels division at the Competition Commission, discusses South Africa’s case against Maersk and MSC over alleged price-fixing in the shipping industry. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Zera Zheng talks about her career journey; being open to opportunity; the importance of understanding risk; & what she learned, moving from China to Europe. IN THIS EPISODE WE DISCUSS: [03.36] How Zera began her career, going from University to a graduate program at Kuehne and Nagel, and how it allowed her to learn all about logistics. [07.20] Why it's important to try different things during your career, why Zera felt like she was getting a new challenge every day at Kuehne and Nagel, and the importance of expanding your comfort zone if you want to strengthen your capability. "Don't jump into decisions... Look around and see what could keep you interested... Success starts with passion." [10.42] How Zera came to specialize in Health, Safety, Security, and Environment. "As a graduate, you don't really know what each department is doing, you have to be open to the opportunity… That knowledge and experience, the things I did in the past, have shaped who I am now." [12.45] Zera's move to A.P. Moller–Maersk, the types of projects she works on now, and the importance of understanding, and responding to risk. [17.50] Why Zera took an opportunity to move from China to Holland, the pressures she felt, and the support she received to help make it happen. "We often hear that the logistics industry is men's work and, especially for a security role – we see men with a background from the military or police. It was rare to offer this opportunity to an Asian woman." [27.37] What Zera's 'industry rising star' award win means to her. [29.21] Zera's experience speaking at forums and on panels, and her advice for other women, from leaning into making mistakes to taking the time to practice. "I still remember making a mistake as a child, when I couldn't speak on stage… It reminds me of where I was to who I am now." [34.22] The mentors that have made an impact on Zera's life and career, and the scientist who inspires her. [38.00] The future for Zera. RESOURCES AND LINKS MENTIONED: You can connect with Zera over on LinkedIn. If you want to find out more about Zera's work at Maersk, read up on her Supply Chain Resilience Model or Risk Management. If you enjoyed this episode and want to hear from more women who have made big moves for their careers, check out 207: Women In Supply Chain™, Shana Zheng, 450: Women In Supply Chain™, Jenny Perlitch or 275: Women In Supply Chain™, Amani Radman. Check out our other podcasts HERE.
More than two years has passed since the hijacking of car carrier Galaxy Leader by the Houthis, which signalled the advent of a campaign of terror from the Yemeni rebel group on international shipping. In that time, several vessels have been sunk and many seafarers have unfortunately lost their lives. The impact on global shipping has of course been sizeable, with most key container carriers deciding to reroute services via the Cape of Good Hope instead. But Houthi activity has quelled in recent weeks, with no vessels attacked since Eternity C. in July, after a ceasefire was agreed between Israel and Hamas; the Houthis' purported aim is to support the people of Gaza. Whispers of a return have grown into murmurs, with comments from Maersk suggesting a return to the Red Sea may be sooner rather than later. The Danish giant said it would “take steps” to return to the Suez Canal and Red Sea “as soon as conditions allow” after a meeting with the Suez Canal Authority. So, should we expect a return to the Red Sea imminently then? Joining Joshua on the podcast this week are: Ian Ralby, founder and chief executive, IR Consilium Jakob Larsen, chief security and safety officer, BIMCO Bridget Diakun, senior risk and compliance analyst, Lloyd's List Take the Outlook survey here: https://lloydslist.qualtrics.com/jfe/form/SV_1X5A55mVBKM156m
Welcome to the daily market update focusing on critical friction points that are reshaping the supply chain. We examine the accelerated federal crackdown, including Border Patrol turning back two Mexican truckers in Arizona, and how tech firms like Highway are responding with new broker screening features for non-domiciled CDL drivers. While new compliance technology risks reducing available trucking capacity, potentially pushing spot market freight rates up, the industry is simultaneously enduring a massive labor contraction across the entire sector. Over 11,900 workers were laid off in five weeks due to diverse factors like slower electric vehicle adoption at General Motors and a national cattle shortage leading to major plant closures at Tyson Foods. On the international front, Maersk has denied setting any fixed timeline for a Red Sea return, stating safety remains their top priority, which ensures continued reliance on longer, more expensive shipping routes around Africa. Amidst these challenges, the industry is responding with data-driven initiatives like the FMCSA to poll 'several thousand' drivers on truck parking and groundbreaking rail decarbonization using a new deal to take carbon out of the LA-Long Beach harbor railroad. Mentioned Articles: Border Patrol turns back two Mexican truckers in Arizona Highway's new feature allows brokers to screen carriers with non-domiciled CDL drivers Layoffs slam transport, logistics, manufacturing sectors ahead of the holidays Maersk: No timeline for Red Sea return FMCSA to poll 'several thousand' drivers on truck parking New deal to take carbon out of LA-Long Beach harbor railroad Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the daily market update focusing on critical friction points that are reshaping the supply chain. We examine the accelerated federal crackdown, including Border Patrol turning back two Mexican truckers in Arizona, and how tech firms like Highway are responding with new broker screening features for non-domiciled CDL drivers. While new compliance technology risks reducing available trucking capacity, potentially pushing spot market freight rates up, the industry is simultaneously enduring a massive labor contraction across the entire sector. Over 11,900 workers were laid off in five weeks due to diverse factors like slower electric vehicle adoption at General Motors and a national cattle shortage leading to major plant closures at Tyson Foods. On the international front, Maersk has denied setting any fixed timeline for a Red Sea return, stating safety remains their top priority, which ensures continued reliance on longer, more expensive shipping routes around Africa. Amidst these challenges, the industry is responding with data-driven initiatives like the FMCSA to poll 'several thousand' drivers on truck parking and groundbreaking rail decarbonization using a new deal to take carbon out of the LA-Long Beach harbor railroad. Mentioned Articles: Border Patrol turns back two Mexican truckers in Arizona Highway's new feature allows brokers to screen carriers with non-domiciled CDL drivers Layoffs slam transport, logistics, manufacturing sectors ahead of the holidays Maersk: No timeline for Red Sea return FMCSA to poll 'several thousand' drivers on truck parking New deal to take carbon out of LA-Long Beach harbor railroad Learn more about your ad choices. Visit megaphone.fm/adchoices
Soirée sous haute tension.En Syrie, les tirs en l’air pour disperser des manifestants montrent que l’après-Assad est loin d’être stabilisé.À Gaza, le Hamas remet à la Croix-Rouge le corps d’un otage, ravivant une pression psychologique intense.En mer Rouge, Maersk se dit prête à reprendre ses routes malgré la menace permanente des Houthis.Analyse avec Or Yissachar.See omnystudio.com/listener for privacy information.
This week, we're featuring three segments. Peter Gelderloos of Weaving Paths to Ecological Revolution First up, you'll hear from anarchist and author Peter Gelderloos speaking about his ongoing trip to Brazil as a member of Weaving Paths to Ecological Revolution to listen to and network with indigenous, anarchist, autonomous, ecological and land reclamation projects in that country, coinciding with the COP30 UN climate conference. Article about Weaving Paths to Ecological Revolution: https://organisemagazine.org.uk/2025/10/16/weaving-paths-from-colonial-apocalypse-to-ecological-revolution-fundraising/ Article about Peters time so far in Brazil: https://inthesetimes.com/article/cop30-brazil-farce-not-failure-indigenous-territory-struggles Antimidia: https://antimidia.org/ Its Revolution Or Death: https://sub.media/its-revolution-or-death-a-three-part-series-from-submedia-and-peter-gelderloos/ Gah Te Iracema of the Kaingang Then, we hear an interview with Gah Te Iracema of the Kaingang people from southern Brazil, speaking about their land reclamation, reforestation, their post-flood water distribution mutual aid in 2024 and other topics. ANMIGA: https://anmiga.org/en/home-english/ Teia Dos Povos: https://teiadospovos.org/the-web-of-the-peoples/ Anti-Maersk Action for Palestine, Copenhagen 2025 Finally, Črna luknja from the November 2025 episode of B(A)D News spoke a Danish activist about the February 2025 Cut Ties With Genocide action camp in Copenhagen which included an action against Maersk, a Danish shipping and logistics company facilitating arms transfers from the US to Israel. You can hear the rest of this interview in the upcoming B(A)D News, Angry Voices from Around The World, episode 96 for November of 2025 from the A-Radio Network. Cut Ties With Genocide Action Camp: https://cuttheties.ukrudt.net/ Mask Off Maersk: https://www.maskoffmaersk.com/ B(A)D News: https://www.a-radio-network.org/bad-news-angry-voices-from-around-the-world/ Crna Luknja: http://radiostudent.si/druzba/crna-luknja Announcement Prisoners for Palestine Hunger Strike Collective members of Prisoners for Palestine (PrisonersForPalestine.Org), a prisoner-led collective in Britain representing all those detained under charges related to Palestinian liberation, have entered their fourth week of their hunger strike as of the day of this podcast, with participation of Qesser, Amu, Heba, Jon, T, and Kamran. This week, the first of the Filton 24 trials began as well. From a press release of the collective's website: While suffering physically due to the effects of the hunger-strike, the six prisoners currently taking part in the protest remain strong, defiant, and committed to winning their... demands: An end to the censorship of letters and books, and freedom of expression. Immediate bail. The right to a fair trial. The deproscription of Palestine Action. The closure of all Elbit weapons factories in Britain. We hope to conduct an interview soon with members of the Prisoners for Palestine on the proscription of Palestine Action, Elbit Systems, the conditions of confinement case and the hunger strikes. . ... . .. Featured Track: Radiation Ruling The Nation (Protection) by Massive Attack v Mad Professor from No Protection off Wild Bunch Records
Malcolm Harris brings a stacked lineup diving into e-commerce logistics, fleet operations, and the growing impact of AI across the supply chain. Headlines: Malcolm breaks down the latest in freight, including FMCSA bond enforcement, driver shortages affecting farm labor, Maersk's relocation to Charlotte, 3PL marketing ROI insights, and rising cargo theft trends. Featured Guests Carlos Barbosa — VP of E-commerce Solutions, ePost Global Carlos shares insights from ePost Global's new report analyzing 20 million international shipments, revealing why multi-carrier strategies outperform single-carrier setups by 37%. He explains how speed, reliability, cost stability, and AI-driven decision-making are shaping the future of cross-border e-commerce. Zach Cellar — Operations Manager, Ploger Transportation Zach talks about how adopting AI-powered planning transformed their fleet operations. He discusses: -21%+ increase in load volume -Higher driver satisfaction & better scheduling -Reduced manual planning -Improved retention and recruiting -A must-watch for fleets exploring AI adoption. Ben Marks — Senior Solutions Leader, Optimal Dynamics Ben breaks down how Optimal Dynamics serves as the decision layer for trucking fleets—optimizing planning, increasing efficiency, and allowing dispatchers to focus on higher-value work. He also shares how fleets can evaluate AI partners and prepare for the future of automated operations. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Malcolm Harris brings a stacked lineup diving into e-commerce logistics, fleet operations, and the growing impact of AI across the supply chain. Headlines: Malcolm breaks down the latest in freight, including FMCSA bond enforcement, driver shortages affecting farm labor, Maersk's relocation to Charlotte, 3PL marketing ROI insights, and rising cargo theft trends. Featured Guests Carlos Barbosa — VP of E-commerce Solutions, ePost Global Carlos shares insights from ePost Global's new report analyzing 20 million international shipments, revealing why multi-carrier strategies outperform single-carrier setups by 37%. He explains how speed, reliability, cost stability, and AI-driven decision-making are shaping the future of cross-border e-commerce. Zach Cellar — Operations Manager, Ploger Transportation Zach talks about how adopting AI-powered planning transformed their fleet operations. He discusses: -21%+ increase in load volume -Higher driver satisfaction & better scheduling -Reduced manual planning -Improved retention and recruiting -A must-watch for fleets exploring AI adoption. Ben Marks — Senior Solutions Leader, Optimal Dynamics Ben breaks down how Optimal Dynamics serves as the decision layer for trucking fleets—optimizing planning, increasing efficiency, and allowing dispatchers to focus on higher-value work. He also shares how fleets can evaluate AI partners and prepare for the future of automated operations. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
In this live video chat recorded Friday, Nov. 21, 2025, Charlotte Ledger reporters discuss some of their coverage from the week:* Border Patrol arrests in Charlotte* Controversy over plans to wide I-77 between uptown and South Carolina with toll lanes* Arts funding* Recent economic development announcements of Maersk and Scout Motors* Will passage of the transit referendum lead to land deals?* The tragic death by suicide of a Myers Park High student* Sycamore Brewing's holiday beer can labels… and more! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit charlotteledger.substack.com/subscribe
The U.S. freight market is grappling with a massive security crisis as cargo theft surges 29% in Q3 driven by organized crime targeting electronics and high-value pharmaceuticals. We analyze how carriers must implement comprehensive security measures and establish clear policies to ensure truck cameras succeed in litigation, especially regarding how crucial video retention rules are. The logistics industry faces a dramatic regulatory shift as the FMCSA's tighter bond enforcement looms over freight brokers in 2026, taking full effect on January 16, 2026. These new rules mandate immediate operating authority suspension for bond shortfalls and require BMC-85 trust funds to be solely cash or cash-equivalent assets, accelerating market consolidation among poorly capitalized 3PLs. Agricultural supply chains are under threat due to regulatory confusion, detailed in the crackdown on foreign truckers that threatens US farm labor, as states inadvertently pause CDL issuance for essential H-2A farm workers. Industry groups are urgently pushing the FMCSA to clarify this existing H-2A exemption and extend similar CDL exemptions to J-1 visa workers due to their vital seasonal role in custom harvesting. We also cover the operational crunch in air freight, as UPS compensates for lost use of grounded MD-11 cargo jets after the mandatory grounding of its MD-11 fleet following a deadly crash. UPS is mitigating this peak season capacity gap by wet leasing supplemental lift from partners like Cargojet and Amerijet, alongside reconfiguring its ground network. Finally, we discuss the major strategic footprint change as Maersk relocates its North American HQ to Charlotte, moving its headquarters from New Jersey to North Carolina. This relocation involves a $16 million investment and 500 new jobs, driven by Charlotte's affordability and growing talent pool. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. freight market is grappling with a massive security crisis as cargo theft surges 29% in Q3 driven by organized crime targeting electronics and high-value pharmaceuticals. We analyze how carriers must implement comprehensive security measures and establish clear policies to ensure truck cameras succeed in litigation, especially regarding how crucial video retention rules are. The logistics industry faces a dramatic regulatory shift as the FMCSA's tighter bond enforcement looms over freight brokers in 2026, taking full effect on January 16, 2026. These new rules mandate immediate operating authority suspension for bond shortfalls and require BMC-85 trust funds to be solely cash or cash-equivalent assets, accelerating market consolidation among poorly capitalized 3PLs. Agricultural supply chains are under threat due to regulatory confusion, detailed in the crackdown on foreign truckers that threatens US farm labor, as states inadvertently pause CDL issuance for essential H-2A farm workers. Industry groups are urgently pushing the FMCSA to clarify this existing H-2A exemption and extend similar CDL exemptions to J-1 visa workers due to their vital seasonal role in custom harvesting. We also cover the operational crunch in air freight, as UPS compensates for lost use of grounded MD-11 cargo jets after the mandatory grounding of its MD-11 fleet following a deadly crash. UPS is mitigating this peak season capacity gap by wet leasing supplemental lift from partners like Cargojet and Amerijet, alongside reconfiguring its ground network. Finally, we discuss the major strategic footprint change as Maersk relocates its North American HQ to Charlotte, moving its headquarters from New Jersey to North Carolina. This relocation involves a $16 million investment and 500 new jobs, driven by Charlotte's affordability and growing talent pool. Learn more about your ad choices. Visit megaphone.fm/adchoices
« Maersk souhaite renforcer son offre intermodale et, à plus long terme, pourrait élargir son rôle dans le transport combiné si la logique économique s'y prête », souligne Tytti LUC, Responsable pricing et intermodal pour la France et le sud-ouest de l'Europe. Notre concurrent c'est le camion. Il a fallu structurer une offre compétitive et travailler avec SNCF Réseau, Captrain et le port de Barcelone ». Aux côtés de Claire Perez, déléguée France du port de Barcelone, Tytti LUC revient, dans Transpod L'interview, sur les deux années des services ferroviaires Barcelone/ Lyon-Loire sur Rhône et Barcelone-Toulouse. Le numéro deux mondial des conteneurs annonce une amélioration de l'interface mer-rail de cinq jours depuis mi-novembre et de nouveaux services en Méditerranée. Une chaîne disponible sur Spotify, Apple Podcasts, Deezer…Un podcast écrit, réalisé et monté par Nathalie Bureau du Colombier. Voix générique Eddy CreuzetVignette Thomas Billet. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
The FAA has mandated flight reductions—ramping up toward a 10% cut at 40 of the busiest domestic hubs due to air traffic controller shortages—which severely restricts domestic "belly cargo" capacity for high-value shipments but largely spares all-cargo carriers like FedEx and UPS. The ground market is defined by a financial squeeze hitting 3PLs like RXO, who are struggling as locked-in, lower contractual sales rates are undercut by suddenly spiking buy rates for trucks, evidenced by the National Truckload Index climbing from $1.68 per mile to $1.80 more recently. RXO's CEO calls this structural capacity exit—driven by tighter regulations and spiking insurance costs forcing smaller carriers out—one of the largest structural changes since deregulation, prompting the company to execute $165 million in total cost cuts and rely heavily on technology to achieve a 19% boost in broker productivity. We pivot to the ocean sector, where Maersk upgraded its full-year EBITDA guidance ($9.0-$9.5 billion) despite facing a jaw-dropping 30.7% year-over-year decline in Q3 freight rates, a success attributed to superior operational execution, 7% container volume growth, and an integrated network that provides a "better moat" against spot volatility. Finally, we track localized labor pressure, including over 900 supply chain layoffs in Texas across diverse sectors like crude oil transport, and monitor the rigorous, impartial review promised by Surface Transportation Board nominees for the massive proposed $85 billion Union Pacific/Norfolk Southern merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
The FAA has mandated flight reductions—ramping up toward a 10% cut at 40 of the busiest domestic hubs due to air traffic controller shortages—which severely restricts domestic "belly cargo" capacity for high-value shipments but largely spares all-cargo carriers like FedEx and UPS. The ground market is defined by a financial squeeze hitting 3PLs like RXO, who are struggling as locked-in, lower contractual sales rates are undercut by suddenly spiking buy rates for trucks, evidenced by the National Truckload Index climbing from $1.68 per mile to $1.80 more recently. RXO's CEO calls this structural capacity exit—driven by tighter regulations and spiking insurance costs forcing smaller carriers out—one of the largest structural changes since deregulation, prompting the company to execute $165 million in total cost cuts and rely heavily on technology to achieve a 19% boost in broker productivity. We pivot to the ocean sector, where Maersk upgraded its full-year EBITDA guidance ($9.0-$9.5 billion) despite facing a jaw-dropping 30.7% year-over-year decline in Q3 freight rates, a success attributed to superior operational execution, 7% container volume growth, and an integrated network that provides a "better moat" against spot volatility. Finally, we track localized labor pressure, including over 900 supply chain layoffs in Texas across diverse sectors like crude oil transport, and monitor the rigorous, impartial review promised by Surface Transportation Board nominees for the massive proposed $85 billion Union Pacific/Norfolk Southern merger. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maersk, a global shipping giant, has raised its full-year operating profit forecast to between $9 and $9.5 billion after better-than-expected third-quarter results. We hear from Maersk CEO Vincent Clerc. India and the European Union are intensifying their efforts to reach a trade deal by the end of the year. EU officials are in Delhi for talks. Leanna Byrne hears from one of the men at the heart of the negotiations.And the US government has warned that air travel capacity will be cut by up to 10% at 40 major airports over the coming days if the government shutdown continues.Presenter: Leanna Byrne Producer: Ahmed Adan Editor: Gideon Long
De heffingen van president Trump zijn ineens onzeker geworden. Het Amerikaanse Hooggerechtshof moest tijdens een hoorzitting oordelen of die tarieven wel deugen. Ondanks dat Trump een meerderheid van de (conservatieve) rechters achter zich heeft, zijn ze bepaalt niet op zijn hand.De uitspraak is er nog niet, maar volgens veel deskundigen ziet het er niet goed uit voor de president. Dat zijn tarieven van de baan zijn. Slecht voor hem, maar goed voor jou? We bespreken het deze aflevering uitgebreid.Ondertussen maakt Maersk, de Deense vrachtvaarder, zich geen zorgen over de handelsoorlog. De internationale handel gaat gewoon door, blijkt uit de kwartaalcijfers. Hebben we het ook over AirFrance-KLM. En dan voornamelijk over 'de blauwe trots'. KLM presteert namelijk nog steeds niet goed en dat begint toch wel op te vallen. Opvallen doet Meta, maar dan in negatieve zin. Uit gelekte documenten blijkt dat het bedrijf miljarden verdient aan frauduleuze advertenties. Meta moet zich nu waarschijnlijk schrap zetten voor boetes of strengere regels van de toezichthouder. See omnystudio.com/listener for privacy information.
Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with the mess in the US is getting worse as 'retribution' is ramped up. Markets are getting nervous.First, the US government shutdown is masking official data that would show growing troubles in their economy. Today the Challenger job cut report for October revealed that softening consumer demand, the shutdown, AI adoption and higher tariff-taxes are driving hiring freezes and actual labour force reductions. This report said there were 153,000 layoffs in the month, the most since 2003. For all of 2025 so far, there have been more than 1 mln people laid off as counted in this survey. Hiring activity is slowing fast. The last time it was this bad was in the first Trump presidency (in 2020) but there was an excuse then. This time its all on his policies.Meanwhile, the New York Fed's Global Supply Chain Pressure Index has eased again as US consumer demand falls away.Financial markets reacted badly to the jobs cut report, going into a more risk-averse mode. That had the effect of punishing commodity currencies as a second-level consequence.And a new shutdown pressure is about to hit the US. The FAA is restricting air traffic control services to many airports because they can't pay the controllers and rostering of the ones they can pay is a "safety issue". In true Trump style, the cutbacks will focus on states with Democrat governors. Large numbers of flights are being cancelled today.The US has added ten minerals to its Critical Minerals List. Being on the list invokes a US Section 232 legal probe for potential tariffs and trade restrictions. It is a stick used to beat its trading partners and gives Trump-supporting investors cover to profit from re-opening unprofitable US capacity.In Canada, they have released the 2025 Budget and it is a bit unusual. Rather than focusing on short-term benefits, even in the face of painful reactions to the US border restrictions, they have chosen a long-term focus to re-orient their economy away from US dependence. That will no doubt bring short-term political stresses, but is an unusual approach by a democracy. More like the Chinese approach. Carney is betting Canadian voters will have the patience for the payoff. His opposition smells an opportunity.Meanwhile across the Pacific, Taiwanese inflation ticked up from its unusually low 1.3% rate in September to 1.5% in October, a level they had been at for the prior four months.There were three central bank rate decisions out overnight and all held unchanged; Malaysia at 2.75%, Norway at 4.0%, and England also at 4.0%.In the EU, they measure their retail sales on a volume (inflation-adjusted) basis and in September it eased lower from August to be +1.0% higher than year-ago levels. The weaker September was less than expected, but the year-on-year gain was as anticipated.In Australia, their merchandise exports are rising fast again. They were up +7.9% in September from August, up +10.3% from the same month a year ago. But the surge is largely due to exports of gold which took an unusual breather in August. Mineral exports were up +9.7%, rural exports were up just +0.7%. Interestingly it was China (and Hong Kong) that drove the demand. But also exports to the US rose by almost a quarter despite the tariffs. Those tariffs have had little impact because the Americans themselves are paying them, taxing themselves.The rise of global container freight rates we noted last week has pushed on into this latest update, up +8% for the week, to take it to -39% lower than year-ago levels. Outbound cargoes from China are driving the resurgence. US importers are resigned to paying the tariff-taxes, the Europeans taking advantage of the Chinese desire to pivot away from dependence on the US. Meanwhile bulk cargo rates rose +3% in the past week to be +41 higher than year-ago levels.Another measure of global shipping's prospects is Danish shipping giant Maersk's share price. It is up +1.3% for the month, up +20% from a year ago. Much of their optimism is centered on China.The UST 10yr yield is now at 4.08%, back down -7 bps from yesterday at this time to the prior day's level.The price of gold will start today at US$3979/oz, down -US$3 from this time yesterday.American oil prices are -US$1 lower from yesterday at just on US$59/bbl, with the international Brent price now just on US$63/bbl.The Kiwi dollar is now at just under 56.3 USc, and down -30 bps from yesterday. That makes it at its lowest level in seven months. Against the Aussie we are holding lower at 87 AUc but that is a 12 year low. Against the euro we are down -50 bps at 49.8 euro cents. That all means our TWI-5 starts today at just over 60.9 and down -40 bps from yesterday, basically equalizing the April dip and the lowest since July 2009 and a 16 year low.The bitcoin price starts today at US$100,519 and back down -3.2% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.
De heffingen van president Trump zijn ineens onzeker geworden. Het Amerikaanse Hooggerechtshof moest tijdens een hoorzitting oordelen of die tarieven wel deugen. Ondanks dat Trump een meerderheid van de (conservatieve) rechters achter zich heeft, zijn ze bepaalt niet op zijn hand.De uitspraak is er nog niet, maar volgens veel deskundigen ziet het er niet goed uit voor de president. Dat zijn tarieven van de baan zijn. Slecht voor hem, maar goed voor jou? We bespreken het deze aflevering uitgebreid.Ondertussen maakt Maersk, de Deense vrachtvaarder, zich geen zorgen over de handelsoorlog. De internationale handel gaat gewoon door, blijkt uit de kwartaalcijfers. Hebben we het ook over AirFrance-KLM. En dan voornamelijk over 'de blauwe trots'. KLM presteert namelijk nog steeds niet goed en dat begint toch wel op te vallen. Opvallen doet Meta, maar dan in negatieve zin. Uit gelekte documenten blijkt dat het bedrijf miljarden verdient aan frauduleuze advertenties. Meta moet zich nu waarschijnlijk schrap zetten voor boetes of strengere regels van de toezichthouder. See omnystudio.com/listener for privacy information.
De heffingen van president Trump zijn ineens onzeker geworden. Het Amerikaanse Hooggerechtshof moest tijdens een hoorzitting oordelen of die tarieven wel deugen. Ondanks dat Trump een meerderheid van de (conservatieve) rechters achter zich heeft, zijn ze bepaalt niet op zijn hand. De uitspraak is er nog niet, maar volgens veel deskundigen ziet het er niet goed uit voor de president. Dat zijn tarieven van de baan zijn. Slecht voor hem, maar goed voor jou? We bespreken het deze aflevering uitgebreid. Ondertussen maakt Maersk, de Deense vrachtvaarder, zich geen zorgen over de handelsoorlog. De internationale handel gaat gewoon door, blijkt uit de kwartaalcijfers.
WHAT happens if you don't buy cyber risk insurance? Well, Jaguar Land Rover certainly found out earlier this year. The luxury carmaker was hit by a devastating cyber attack in late August, causing it to shut down its production lines for more than four weeks and costing it £50m a week. It only got things back to normal in early October. It was initially forced to withhold payments from suppliers. That is no small matter, given that the automotive parts supply chain, which famously runs on the just-in-time model, supports 200,000 jobs in the UK. It even had to turn to its bankers to secure a £2bn funding facility, which won't have come cheap. On top of all that, the government saw no choice but to step in with a £1.5bn credit guarantee, simply to avoid the potential economic fallout. Other recent victims of cyber crime include Heathrow Airport and high street retailers Marks & Spencer and the Co-op. Many big players in the maritime industries have also been on the receiving end, from boxship giants Maersk, MSC and CMA CGM to ports giant DP World and top broker Clarksons. A recent report from IBM, which examined data breaches experienced by about 600 organisations worldwide, put the average cost of an incident at $4.4m (or £3.3m). What is clear is that cyber risk is a growing threat, as hackers becoming increasingly more sophisticated. This special joint Insurance Day/Lloyd's List podcast will look at how insurance can at least mitigate the worst impacts for companies in both the maritime and wider business sectors. Joining Insurance Day reporter Queenie Shaikh are: Robert Dorey, chief executive, Astaara William Altman, director, CyberCube Stephen Wares, head of international underwriting, Coalition Subscribe to Lloyd's List: https://www.lloydslistintelligence.com/products/lloyds-list Learn more about Lloyd's List Intelligence: https://www.lloydslistintelligence.com/
This evening, we dive into the latest market movements with PSG Old Oak, we speak to Maersk about wrapping up its investment drive and opening a new cold store in Cape Town, WeBuyCars responds to its share price decline after the release of its trading update, we examine the impact of gambling on SA citizens with the National Gambling Board, PrimeXBT discusses its offerings, and we look at the rent-vs-buy debate with Landsdowne Property Group. SAfm Market Update - Podcasts and live stream
Lubabalo Mtya – Managing Director, Maersk Southern Africa & Islands SAfm Market Update - Podcasts and live stream
ירדן גרוס נולד בטבריה, למשפחה שהקימה את ה"לידו" – סירות השעשועים ששטו בכנרת בשנות ה-80. לאחר שירות צבאי בצוללות, הוא ייסד את אנג'י, סטארטאפ בתחום הרכב, שחווה הצלחות לצד אכזבות.ב-2018, בעיצומן של הכותרות סביב האקזיט הענק של מובילאיי, הקים יחד עם חברו מחיל הים את Orca AI, שפיתחה מערכת ניווט אוטונומית לספינות, המפחיתה תאונות ימיות וזיהום סביבתי. עד היום גייסה החברה 111 מיליון דולר, ועובדת עם מהחברות המובילות בעולם הספנות – בהן Maersk, Carnival ו-MSC.בשיחה עמו הוא מספר על ההתחלה הקשה, הדמו הכושל כמעט ללקוח ביפן שהעמיד את עתיד החברה בסכנה, וגם מסביר מדוע האקוסיסטם הישראלי של חדשנות בספנות עדיין לא צבר תאוצה – למרות הפוטנציאל האדיר בתחום, שאחראי על 99% מהסחורות המובילות בעולם.
Christina Irene is a disability and diversity speaker who works with corporations, not-for-profit organizations, government entities, and educational institutions all over the world. Her clients include Target, Redfin, Maersk, U.S. Department of State, U.S. Navy, National Credit Union Administration, FINRA, MITRE, the Brookings Institution, Johns Hopkins University, Technology University of Eindhoven, Penn State Health, Pueblo of Jemez, and many more. Using a lived-experience approach, she invented the Splat system of communication and published a series of books on it, including Talking Splat: Communicating About Hidden Disabilities, Splatvocate: Supporting People With Hidden Disabilities, and Spactivity Book: Self-Care and Carefree Distractions for Adults with Hidden Disabilities. Christina's past careers include high school English and theater teacher and nationally-touring stand-up comedian. She lives with physical, cognitive, and mental health disabilities. To learn more about Christina Irene: Website: ChristinaIrene.com YouTube: @ChristinaIreneInspires (or use the url ChristinaIreneTube.com which redirects to my channel) Instagram: @TalkingSplat (all Splat-related content) and @InstaChristinaIrene TikTok: @TalkingSplat Facebook: @SplattiePage (Splat-related content) and @ChristinaIreneInspires
In this episode of Innovation Meets Leadership, Natalie Born sits down with Louisa Loran, former Google executive and author of Leadership Anatomy in Motion. With an impressive career spanning Diageo, Maersk, and Google, Louisa has redefined what it means to lead across industries—from building billion-dollar supply chains to transforming legacy business models.Louisa reveals how curiosity, courage, and emotional intelligence fuel lasting transformation. She shares stories of stepping into roles before she felt “ready,” challenging corporate norms, and helping leaders unlearn habits that limit potential. Whether you're navigating rapid change or seeking to inspire courage in your team, this episode will help you unlock your own leadership evolution.[00:00 – 04:00] Louisa's Journey Across IndustriesFrom Diageo to Maersk to Google—how curiosity guided her bold career transitions.Lessons from moving between consumer goods, logistics, and tech.Understanding brand legacy and the courage to step into unfamiliar worlds.[04:01 – 08:00] The Power of Curiosity and Self-BeliefWhy curiosity is a leader's greatest asset.Louisa's seventh-grade dream of joining LVMH—and how it came true.Taking chances on roles you're “not qualified” for and learning through action.[08:01 – 11:00] Courage in Leadership TransformationWriting Maersk's transformational strategy amid major restructuring.Why success isn't just about having the right answers but addressing hidden fears.How courage and curiosity unlock organizational change.[11:01 – 13:00] The Art of Asking Better QuestionsHow to ask questions that invite reflection instead of resistance.Building emotional intelligence and influence through curiosity.Positioning ideas for buy-in and collaboration at the executive level.[13:01 – 16:00] Lessons from Google: A New Way of ThinkingShifting from hierarchical strategy to platform-based innovation.Learning to hold back as a leader and empower teams through exploration.Merging traditional business discipline with digital-era agility.[16:01 – 21:00] The Four Pillars of Future LeadershipVisioning – Envisioning ambitious futures beyond current limits.Expanding – Leveraging collective intelligence to grow faster.Steering – Prioritizing and staffing for the future.Embodying – Becoming the leader your future organization needs.[21:01 – 23:00] Transforming from the Inside OutWhy every transformation must start with the leader themselves.How fear and comfort can silently limit organizational growth.Encouraging leaders to unlearn and relearn continuously.[23:01 – 24:00] Closing ReflectionsLouisa's call to unlock “lost potential” within organizations.How to continue the conversation and bring courage into your own leadership journey.Quotes:“Curiosity is the driver that unlocks both courage and innovation.” – Louisa Loran“It's not about having the right answers—it's about understanding what's holding people back from acting on them.” – Louisa Loran“Any business led by someone unwilling to start the transformation within themselves is wasting its greatest resource.” – Louisa LoranConnect with Louisa LoranWebsite: louisaloran.comLinkedIn: Louisa LoranBook: Leadership Anatomy in MotionLEAVE A REVIEW + help another leader grow through innovation by sharing this episode, or click here to catch up on past episodes.
While European wind giants like Maersk and Ørsted face cancellations and layoffs, America's offshore wind projects in Virginia and Massachusetts are surging ahead, proving that genuine energy demand trumps political headwinds when the physics and economics align. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! It's an interesting time to be in wind energy....In a shipyard in Singapore, there's a vessel worth four hundred and seventy-five million dollars. It's ninety-eight percent complete, built specifically to install wind turbines off the coast of New York. And it's just floating there... abandoned. Maersk Offshore Wind walked away from the contract last week. Just cancelled it. Left Seatrium, the shipbuilder, holding a near-finished vessel with nowhere to go. The ship was supposed to build Empire Wind, but now lawyers are circling and nobody knows what happens next. This is happening at the same time Orsted, the company that pioneered offshore wind energy, announces it's cutting two thousand jobs. That's a quarter of their entire workforce. In Germany, Eno Energy just filed for bankruptcy, leaving two hundred and eighty workers unemployed and the state government holding thirteen million euros in loan guarantees. You might think the wind industry is collapsing. But, you'd be wrong. Very wrong. Thirty miles off the coast of Virginia Beach, workers just accomplished something remarkable. They hammered one hundred and seventy-six massive foundations into the Atlantic seabed, finishing the job in just five months... ahead of schedule... in what everyone agrees was perfect weather. And the weather along the East Cost of the US has been splendid this year. This is Dominion Energy's Coastal Virginia Offshore Wind project, and when it starts generating power next March, it will be America's largest offshore wind farm. Two-point-six gigawatts of power, enough for half a million homes. But here's what makes this story truly odd in today's US political environment.... Republican Congresswoman Jen Kiggans from Virginia Beach stood up on the House floor last month to defend this wind farm. Not attack it... defend it. She explained that this project provides a five hundred million dollar power grid upgrade to Naval Air Station Oceana. She called it a matter of national security. House Speaker Mike Johnson from Louisiana, oil country, personally told reporters he delivered Kiggans' message directly to the President. "We want to do right by Virginians," he said. Think about that for a moment. In this political climate, a Republican Speaker is defending wind power. Why? Because Virginia desperately needs electricity. Data centers are consuming power at unprecedented rates, the military requires reliable energy, and this project has already created two thousand American jobs while pumping two billion dollars into the economy. Meanwhile, across the Atlantic, something interesting is also developing. Chinese manufacturer Ming Yang Smart Energy just announced they're investing two billion dollars to build a turbine factory in Scotland. They're promising fifteen hundred jobs for Scottish workers, with production starting in twenty twenty-eight. The job creations and investment amount sounds great, but there are still many hurdles to overcome. The reliability and insurability of Ming Yang turbines is still a hot topic amongst wind energy engineers. And security concerns with Chinese turbines will surely raise eyebrows of the UK, EU and US governments. Only time will tell.... Remember that ship floating in Singapore?
Xavier Brun, responsable de RV de Trea AM, repasa lo más destacado en Europa pasando por Michelin, Ferrari, ABB, Maersk y Osrted.
On Friday Oct. 3, shortly before dawn, 100 protestors disrupted Maersk's and ZIM's operations at the port of Elizabeth, New Jersey. This site exports weapons used by Israel to kill Palestinians in Gaza, shipped by Maersk and ZIM. In addition, it is one of the largest weapons exporters on the East coast. Supplying these weapons for Israel's genocide is a blatant violation of the U.S. War Crimes Act, the Leahy law, The Foreign Assistance Act, Arms Export Control Act, and The Genocide Convention Implementation Act. John Amidon of Veterans for Peace and Pax Christi talks about the event.
The U.S. Department of Transportation issued an emergency order on September 26th mandating that states immediately stop issuing or renewing non-domiciled commercial learner's permits and CDLs, targeting licenses often held long after their legal authorization to be in the U.S. had expired. This crackdown follows a nationwide Federal Motor Carrier Safety Administration audit that linked at least five fatal crashes this year to improperly issued licenses. Industry analysis predicts a significant surge in bankruptcies especially among small and mid-size carriers who built their business models on skirting the law by using non-compliant labor willing to run severe hours-of-service violations. Capacity issues are also global, as ongoing geopolitical uncertainty keeps ocean carriers away from the critical Suez Canal choke point. Maersk's CEO, Vincent Clerc, stated that shipping firms are unlikely to return until security is “reliably restored” due to unacceptably high risks to crews and vessels. This continued rerouting around the Cape of Good Hope has caused container revenue for the Suez Canal Authority to plummet by as much as 60%, locking in elevated costs and longer transit times across the entire global supply chain. Connecting these domestic compliance costs and global operational headwinds, Werner CEO Derek Leathers recently characterized freight rates as "stably horrible" for years in the address, noting that potential tariffs on Class 8 trucks made in Mexico could further inflate equipment costs and cap future capacity. Ultimately, this market reset is being structurally guaranteed not by a sudden demand boom, but by the simultaneous removal of illegal low-cost capacity domestically and persistent geopolitical risk that maintains a high operational cost ceiling globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. Department of Transportation issued an emergency order on September 26th mandating that states immediately stop issuing or renewing non-domiciled commercial learner's permits and CDLs, targeting licenses often held long after their legal authorization to be in the U.S. had expired. This crackdown follows a nationwide Federal Motor Carrier Safety Administration audit that linked at least five fatal crashes this year to improperly issued licenses. Industry analysis predicts a significant surge in bankruptcies especially among small and mid-size carriers who built their business models on skirting the law by using non-compliant labor willing to run severe hours-of-service violations. Capacity issues are also global, as ongoing geopolitical uncertainty keeps ocean carriers away from the critical Suez Canal choke point. Maersk's CEO, Vincent Clerc, stated that shipping firms are unlikely to return until security is “reliably restored” due to unacceptably high risks to crews and vessels. This continued rerouting around the Cape of Good Hope has caused container revenue for the Suez Canal Authority to plummet by as much as 60%, locking in elevated costs and longer transit times across the entire global supply chain. Connecting these domestic compliance costs and global operational headwinds, Werner CEO Derek Leathers recently characterized freight rates as "stably horrible" for years in the address, noting that potential tariffs on Class 8 trucks made in Mexico could further inflate equipment costs and cap future capacity. Ultimately, this market reset is being structurally guaranteed not by a sudden demand boom, but by the simultaneous removal of illegal low-cost capacity domestically and persistent geopolitical risk that maintains a high operational cost ceiling globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe's leading founders, corporate leaders, and investors shaping the future of venture collaboration.In this session, Jeppe Høier sits down with Mike Smeed, Managing Director of InMotion Ventures (the venture arm of Jaguar Land Rover), and Ida Christine Brun, Partner at Maersk Growth. Together, they dive into how two global giants—one in mobility and one in logistics—approach corporate venturing, what they've learned about balancing financial returns with strategic purpose, and how they decide where to play in a fast-changing landscape.From decarbonization and electrification to supply chain innovation and customer-centric business models, Mike and Ida share firsthand lessons on what works, what doesn't, and how corporates can create real value in venture.
In “Smarter Landside Logistics”, Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss leveraging IMC's asset-based capacity, actionable visibility, and end-to-end services—all underpinned by strong relationships—is essential for achieving greater control and cargo velocity in the critical first and last mile of the supply chain. About Brian Kobza Brian Kobza is the Chief Commercial Officer at IMC Logistics, with over 20 years of experience in the transportation and supply chain industry. His expertise covers various aspects of the sector, including positions at marine terminals, ocean carriers, ports, and landside logistics companies. In his current role, he oversees all commercial activities and new initiatives to ensure profitability and market leadership through a focus on customer experience and cargo velocity. Brian firmly believes that relationships are vital in this industry, and that enterprise growth and supply chain efficiency can be attained through fostering deeper customer relationships and partnerships. Prior to his appointment with IMC Logistics, Brian served in operational and commercial roles at Global Container Terminals, The Port of Virginia, CSX, Hyundai Merchant Marine, and Maersk. In addition to professional roles, Brian holds volunteer positions as the 2025 President for the Traffic Club of New York and as an Advisory Board Member at the Massachusetts Maritime Academy. Brian is a proud alumnus of the Massachusetts Maritime Academy, where he earned a BS in Marine Engineering and secured his United States Coast Guard 3rd assistant engineer's license. Further enhancing his business acumen, Brian obtained an MBA in International Business from Amberton University. About IMC Logistics IMC Logistics provides smarter landside logistics, giving clients greater control through the first and last mile. Starting as a regional drayage provider with just one truck and one driver, IMC Logistics has grown across the U.S. to be a leading marine drayage operator in the U.S. IMC Logistics provides drayage, container storage, transloading, intermodal rail, chassis provisioning, project logistics, SmartStacks and destination cargo management services. IMC Logistics delivers their clients' supply chains with actionable visibility, asset-based truck capacity, industry leading sustainability, and long-established regional expertise across the nation. Key Takeaways: Smarter Landside Logistics In “Smarter Landside Logistics”, Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss how to achieve greater cargo velocity, supply chain efficiency, and market leadership by leveraging actionable visibility, asset-based capacity, and deeper customer relationships across the first and last mile. Freight Market Reality: The industry is currently navigating an unprecedented 3.5-year freight recession, emphasizing the critical need for operational discipline and stable partnerships to ensure market survival and cargo velocity. The IANA Imperative: The Intermodal Association of North America (IANA) and the IANA Expo 2025 in Long Beach are essential for the intermodal industry, serving as the primary platform for crucial collaboration, shared insights, and showcasing future-focused technology. Relationships Drive Efficiency: Fostering deeper customer and partner relationships is the most vital philosophy for achieving both enterprise growth and significant supply chain efficiency across the first and last mile. IMC's Asset-Based Leadership: IMC Logistics, the largest drayage provider in the USA, demonstrates that true "smarter landside logistics" means leading with asset-based truck capacity, ensuring reliable service and market stability. Actionable Visibility: Modern logistics demands more than simple tracking; the key differentiator is providing actionable visibility—data that enables clients and partners to make immediate, informed decisions, thereby improving predictability. Combating Industry Risks: A major focus must be placed on deploying robust strategies to combat growing threats like freight fraud, cargo theft, and cyber-security vulnerabilities to protect supply chain integrity and valuable assets. Sustainability Leadership: Integrating industry-leading sustainability is a core requirement; IMC, as a market leader, is driving this by investing in EV and Hydrogen drayage vehicles at the Port of Long Beach to significantly reduce emissions. Cargo Velocity Mandate: Smarter commercial strategy must be anchored in two non-negotiable goals: rapidly increasing cargo velocity and maintaining a relentless focus on the superior customer experience. Learn More About Smarter Landside Logistics Brian Kobza | Linkedin IMC Logistics | Linkedin IMC Logistics | YouTube IMC Logistics | Video IMC Logistics (@imclogistics) | Instagram photos and videos IMC Logistics | Facebook Drayage and Landside Logistics | IMC Logistics Cargo Security | IMC Logistics The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
In “From Deal Flow to Data Flow: Investing in the Freight Market”, Joe Lynch and Ben Gordon, Founder and Managing Partner of Cambridge Capital, discuss the evolution of investment in the supply chain sector, highlighting the shift from traditional deals to a focus on leveraging data and technology for strategic growth. About Ben Gordon Benjamin Gordon is the Founder and Managing Partner of Cambridge Capital. He draws on a career building, advising, and investing in supply chain companies. Benjamin has led investments in outstanding firms including XPO, Grand Junction, Bringg, Liftit, and others. As CEO of BGSA Holdings, Benjamin has spent his career investing in and helping to build supply chain and technology companies. Benjamin led the firm's efforts, advising on over $1 billion worth of supply chain transactions. Benjamin has worked with firms such as UPS, DHL, Kuehne & Nagel, Agility Logistics, NFI Logistics, GENCO, Nations Express, Raytrans, Echo Global, Dixie, Wilpak, and others. Prior to BGSA Holdings, Ben founded 3PLex, the Internet solution enabling third-party logistics companies to automate their business. Benjamin raised $28 million from blue-chip investors including Morgan Stanley, Goldman Sachs, BancBoston Ventures, CNF, and Ionian. 3PLex was then purchased by Maersk. Prior to 3PLex, Benjamin advised transportation and logistics clients at Mercer Management Consulting. Prior to Mercer, Benjamin worked in his family's transportation business, AMI, where he helped the company expand its logistics operations. Benjamin received a Master's in Business Administration from Harvard Business School and a Bachelor of Arts degree from Yale College. About Cambridge Capital Cambridge Capital is a private equity firm investing in the applied supply chain. The firm provides private equity to finance the expansion, recapitalization or acquisition of growth companies in our sectors. Our philosophy is to invest in companies where our operating expertise and in-depth supply chain knowledge can help our portfolio companies achieve outstanding value. Cambridge Capital was founded in 2009 as the investment affiliate of BG Strategic Advisors (www.bgsa.com), the advisor of choice for a large, growing number of supply chain CEOs. Cambridge Capital leverages BGSA's unique approach to strategy-led investment banking for the supply chain. BGSA is known for its work helping companies achieve outsized returns via targeted acquisitions and premium sales processes, and has worked with category leaders such as UPS, DHL, Agility Logistics, New Breed, NFI, Genco, Nations Express, Raytrans, and others. Our relationship with BGSA gives us deep market expertise, access to outstanding deal flow and people flow, transactional capabilities, additional resources, and a powerful core competency in the supply chain sector. The Partners and Advisory Board members of Cambridge Capital have diverse backgrounds with complementary technical, operating, and financial expertise. The Cambridge Capital team has spent their careers building, growing, and advising outstanding companies in the supply chain sector. They include former leaders of UPS Logistics, Ryder Logistics, ATC Logistics, APL Logistics, Kuehne + Nagel, and other globally recognized firms. Cambridge Capital's professionals know what it takes to build great companies. Key Takeaways: From Deal Flow to Data Flow: Investing in the Freight Market In “From Deal Flow to Data Flow: Investing in the Freight Market”, Joe Lynch and Ben Gordon, Founder and Managing Partner of Cambridge Capital, discuss the evolution of investment in the supply chain sector, highlighting the shift from traditional deals to a focus on leveraging data and technology for strategic growth. A Career Built on Supply Chain Expertise: Ben Gordon's career is defined by his deep involvement in the supply chain sector. He has a history of building, advising, and investing in companies, starting with his family's transportation business and continuing through his work at Mercer Management Consulting, his own company 3PLex, and now with BGSA Holdings and Cambridge Capital. Strategic Private Equity in the Applied Supply Chain: Cambridge Capital is a private equity firm with a specialized focus on the "applied supply chain." This means they're not just providing capital, but are actively involved in helping their portfolio companies grow by leveraging their operational expertise and industry knowledge. Investing in Data and Technology: The podcast title, "From Deal Flow to Data Flow," highlights a key theme. This is exemplified by the acquisition of Greenscreens.ai by Triumph Financial. Greenscreens.ai specializes in using machine learning to provide freight market pricing intelligence. The deal shows a shift from traditional deal-making to a focus on acquiring companies with valuable data and technology. BGSA Holdings as a Strategic Partner: Cambridge Capital is the investment affiliate of BG Strategic Advisors (BGSA Holdings). This relationship provides Cambridge Capital with unique advantages, including deep market expertise, access to deal flow, and a powerful core competency in the supply chain sector. Data as a Competitive Advantage: The Greenscreens.ai acquisition is a perfect case study for this theme. Triumph Financial acquired Greenscreens.ai to transform data into actionable intelligence for the freight industry. The synergy between Greenscreens.ai's pricing models and Triumph's transaction data creates a "virtuous cycle," leading to more accurate pricing and further data generation. Combining Operational and Financial Expertise: The teams at both Cambridge Capital and BGSA are composed of professionals with diverse backgrounds, including former leaders from globally recognized firms like UPS Logistics and Ryder Logistics. This mix of operational and financial expertise allows them to not only identify promising companies but also to actively assist in their growth and value creation. Building Billion-Dollar Businesses: Ben Gordon and Cambridge Capital have a clear objective: to build billion-dollar businesses in the supply chain sector. Their investment strategy is focused on identifying and nurturing companies that have the potential for significant growth and value. Learn More About From Deal Flow to Data Flow: Investing in the Freight Market Ben Gordon | LinkedIn Cambridge Capital | LinkedIn Cambridge Capital BGSA BGSA Supply Chain Conference Triumph Completes Acquisition of Greenscreens.ai Ukraine Logistics Coalition Clarity in a Dangerous World with Ben Gordon Highlights from the BGSA Conference with Ben Gordon Urgent - The Ukraine Logistics Coalition with Ben Gordon Key Takeaways from the BGSA Conference with Ben Gordon The Ukraine Logistics Coalition with Ben Gordon 5 Trends Shaping Logistics with Ben Gordon The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
durée : 00:04:09 - Le Fil éco - De la mer aux médias, les armateurs MSC, Maersk, CMA CGM et COSCO étendent leur empire. Arnaud Orain s'interroge : vers un capitalisme piloté par les océans ? - réalisation : Nicolas Berger
In this episode of The New Warehouse Podcast, Kevin chats with Michael DeLeonardis, Chief Revenue Officer at Verity, about how the company is transforming warehouse operations through autonomous drones, computer vision, and AI-driven insights. Verity positions itself as a warehouse intelligence platform that goes beyond traditional cycle counting to uncover lost goods, increase accuracy, and boost operational resilience. With more than 150 deployments worldwide across industries like retail, 3PL, and manufacturing, Verity is setting a new benchmark for warehouse inventory accuracy and supply chain efficiency. Michael also shares details about a recent RFID pilot project with Maersk, highlighting how drones can deliver even greater precision in environments with high-value goods.Find EPG at IntraLogistex Miami in September! Get your free ID Label sample right here. Follow us on LinkedIn and YouTube.Support the show
Starboard is building AI-first infrastructure to transform global trade by improving the productivity of freight forwarders—the central coordinators who connect 15-20 different parties in every international trade transaction. With 15 years of experience in the industry, including roles at Maersk, BCG, and Flexport, Sumeet Trehan saw an opportunity to modernize an industry that has invested heavily in physical infrastructure but neglected technological innovation. The company has raised $5.5 million and is approaching $1 million ARR while creating an entirely new category they call "AI-first forwarders." Topics Discussed: Building AI infrastructure to automate freight forwarding coordination and quoting processes Creating a new category in the traditional, relationship-driven logistics industry Go-to-market strategies for selling to an "old boys club" industry that operates differently from typical SaaS markets The founder's decision to personally handle the first 20-30 sales before hiring any sales staff Vision for transforming global trade by creating a comprehensive platform for small-to-mid-sized importers GTM Lessons For B2B Founders: Cold calling still works in traditional industries: Starboard generates significant top-of-funnel activity through direct cold calling, with freight forwarders actually appreciating the personal touch. Sumeet's team achieves a 10% pickup rate and converts 15-20% of answered calls to discovery meetings by being upfront about the cold call nature and immediately focusing on business outcomes. The approach works because their target market—freight forwarders—are accustomed to making and receiving cold calls as part of their daily business operations. Door-to-door prospecting remains viable for relationship-driven markets: In industries where personal relationships dominate, physical presence can be a differentiator. Starboard literally brings donuts to prospects' offices, which works because their target market values face-to-face interactions. This approach only makes sense when your industry culture supports it and when the lifetime value of customers justifies the time investment. Founders should personally execute early sales to understand the playbook: Rather than immediately hiring sales staff after raising funding, Sumeet chose to personally close the first 20-30 deals. This allowed him to deeply understand customer pain points, refine the sales process, and develop a replicable methodology before bringing on sales team members. Only after proving out the top-of-funnel motion did he hire his first SDR, and only after closing 15-20 deals did he hire a sales leader. Physical implementation presence drives early-stage product adoption: For complex B2B products still achieving product-market fit, being physically present during implementation creates stronger relationships and better feedback loops. Starboard's team travels to be on-site when clients first use the product, which helps with both adoption rates and product development insights. They maintain ongoing communication through WhatsApp and Teams channels rather than Slack, adapting to their customers' preferred communication methods. Category creation requires education over product promotion: Starboard's marketing strategy focuses entirely on educating the market about AI's potential impact on logistics rather than promoting their specific product. By speaking at events, writing blogs, and participating in podcasts about industry transformation rather than Starboard features, they position themselves as thought leaders. This approach builds trust and creates demand for the category before potential customers are ready to evaluate specific solutions. Sequencing product development based on customer feedback: The company's current quoting product serves as a wedge, with plans to expand into marketplace functionality and then full operations automation. Each expansion builds on customer relationships and data from the previous phase. This measured approach to product development ensures each step creates value while building toward the larger vision of comprehensive trade infrastructure. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
What you'll discover… How to build trust with customers before you've even built a product Lessons on raising $150M and convincing top-tier VCs like Sequoia and General Catalyst The emotional story that sparked Cobot's mission inside a hospital hallway Why humanoid robots might not be the future and what should replace them Why swappable batteries, high-mounted sensors, and swerve drives make all the difference The founder's journey: anxiety, ambition, and the power of embracing the Odyssey Where to find it… (02:35) Why Brad left a high-flying career to start something from scratch (06:10) Timing the AI and robotics wave (08:45) From Scale AI to Cobot: building the product he truly believed in (11:45) Identifying Real-world problems to be solved by your new start-up (19:45) Why top investors believed in him before a prototype even existed (27:00) Selling the vision before building the robot (32:45) MVP success, user feedback, and building trust with early adopters (40:00) What “everyday work” means for Brad and how Cobot improves lives (44:00) The next 10 years of robotics and physical AI (52:00) Brad's proudest moment and how it ties back to a promise to his father More about the episode Before founding Cobot, Brad Porter held senior roles at Amazon, Scale AI, and even helped pioneer voice applications at Tellme and Netscape. But it was a walk with his father through the halls of Mayo Clinic that planted the seed for something radically new. In this heartfelt and insightful episode, Brad shares how a personal loss became a professional mission to build collaborative robots that enhance human work instead of replacing it. With over $150M raised in just three years and clients like the Mayo Clinic, Maersk, and the US Department of Defense, Brad has done what few in hard tech manage to do: build, fund, and deploy a real solution in record time. You'll hear how digital twin technology and fast iteration allowed Cobot to deliver results before having a fully built prototype, and why design decisions like swappable batteries and swerve drives matter more than buzzwords. If you're a founder, investor, or just fascinated by where robotics is headed, this episode delivers hard-won insights and inspiration in equal measure. Connect with us: Peng-Sang Cau LinkedIn Website Brad Porter LinkedIn
US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Send us a textIt started with a few flickering screens in a Danish office. Within minutes, a digital plague had paralyzed global trade, leaving the world's largest shipping company powerless and its massive vessels adrift. But this attack wasn't for ransom—it was for pure destruction. In the premiere of Digital Fallout, we uncover the story of a geopolitical cyber weapon that escaped its cage and the unbelievable, accidental miracle that saved a global empire from permanent deletion. This is the story of how our physical world hangs by a fragile digital thread.Show Notes: SourcesOur story today was built on the foundation of incredible investigative journalism from reporters who covered this event extensively. For listeners who want to dive deeper into the story of the NotPetya attack, these are the primary sources we recommend:"The Untold Story of NotPetya, the Most Devastating Cyberattack in History," an article by Andy Greenberg for WIRED magazine, forms the core of the public narrative regarding Maersk's experience.The book "Sandworm: A New Era of Cyberwar and the Hunt for the Kremlin's Most Dangerous Hackers" by Andy Greenberg provides deep context on the attackers and the geopolitical landscape.Financial and logistical impact reporting from The New York Times, The Wall Street Journal, and Reuters was published in the weeks and months following the June 2017 attack.Public statements and quarterly financial reports from A.P. Møller-Maersk detailing the incident's operational and financial costs. Support the show
Send me a messageIn this episode of the Sustainable Supply Chain podcast, I sat down with Ollie Carpenter, Director of Environmental Risk Analytics at Risilience, to unpack how global businesses are moving from climate ambition to action, through risk-informed decision making.Ollie and his team work with companies like Nestlé, Burberry, and Maersk, helping them build digital twins of their operations and supply chains to stress-test climate and nature-related risks. What I found particularly insightful is how this risk-based lens shifts the sustainability conversation from “nice-to-have” to essential business planning.We covered:The difference between physical and transition risk, and why both matter for supply chain resilienceHow regulation like CSRD and TNFD is raising the bar on climate disclosureThe evolving role of procurement in decarbonisation, supplier engagement, and scope 3 measurementWhy near-term transition plans (to 2030) are more actionable than distant net-zero targetsThe hidden vulnerabilities in agricultural supply chains most companies still overlookAnd how employee pressure is becoming a key driver of sustainability inside firmsIf you're trying to embed sustainability into operational planning, link it to financial outcomes, or simply stay ahead of climate-related disruptions, this one's really worth a listen.
Welcome to your FreightWaves Morning Minute, summarizing today's top stories in freight and logistics. We first discuss the alarming rise in cargo theft incidents linked to insider information, a trend highlighted by Tony Pelli of BSI Consulting, with Miami and Los Angeles identified as major hotspots in the U.S.. Criminals are increasingly using methods such as phishing emails, bribing employees, and targeting facilities near logistics hubs to facilitate these thefts. The Federal Maritime Commission's (FMC) has launched an investigation into Terminal Service Agreements (TSAs) between Port Houston and several major container lines. This probe aims to determine if clauses within these agreements compel carriers, including Maersk and Evergreen Line Joint Service, to route a certain percentage of their loaded containers through Port Houston, potentially disadvantaging competing Gulf ports. Additionally, BNSF Railway has launched a new expedited intermodal service connecting Los Angeles to Houston, which significantly cuts transit times by two days. This service, which debuted on July 10, is specifically designed to offer a faster and more cost-effective alternative for customers, particularly those currently draying intermodal loads from Dallas-Fort Worth to Houston. Finally, tune in to FreightWaves TV today for new episodes of What the Truck?!? at noon and Truck Tech this afternoon. Also, make sure to mark your calendars for upcoming FreightWaves events, including the Enterprise Fleet Summit on July 23rd and the Supply Chain AI Symposium in Washington D.C. on July 30th. Learn more about your ad choices. Visit megaphone.fm/adchoices
Katie is joined by Eli Clifton, senior advisor at the Quincy Institute and investigative journalist at large at Responsible Statecraft. Eli talks about what the hell Trump is doing in the Middle East and what Eli learned as one of the last analysts from a US think tank to visit Iran and speak with Foreign Ministry officials nuclear negotiators. But first, Katie talks to Palestinian Youth Movement organizer Aisha Nizar about the Mask Off Maersk campaign's latest victory and to Ash Bohrer a leader of JVP Chicago and assistant Professor of Gender and Peace Studies at University of Notre Dame talks about why they're on a hunger strike. **Please support The Katie Halper Show ** For bonus content, exclusive interviews, to support independent media & to help make this program possible, please join us on Patreon - / thekatiehalpershow Get your Katie Halper Show Merch here! https://katiehalper.myspreadshop.com/all Follow Katie on Twitter: https://x.com/kthalps Follow Katie on Instagram / kthalps
FedEx's strategic Network 2.0 consolidation program, aims to close 30% of its U.S. package distribution facilities within two years. This initiative is already contributing significant savings, with $200 million expected this quarter, and involves integrating legacy Express and Ground networks to achieve greater efficiency and eliminate $2 billion in annual costs. The broadcast also details Maersk's decision to reopen service at Israel's largest port, Port of Haifa, after a brief suspension due to heightened tensions and missile attacks from Iran. The carrier is closely monitoring the situation, including the navigability of the critical Strait of Hormuz, following reports of a ceasefire. Additionally, Air Hong Kong, a freighter subsidiary of Cathay Pacific Airways and a DHL Express capacity provider, has completed a seven-year transition from an Airbus A300-600 fleet to an all-A330 freighter fleet. The new A330s are larger and newer than the retired A300-600s, offering 25% more payload and an extended range for new destinations such as Bahrain and Sydney. Finally, don't miss upcoming FreightWaves events, including a What the Truck?!? episode featuring Transportation Secretary Shawn Duffy, and major summits like the Enterprise Fleet Summit on July 23rd, and the Supply Chain AI Symposium on July 30th in Washington D.C.. Register for these and get your F3 tickets by visiting live.freightwaves.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maersk quietly divests from illegal Israeli settlements.
FedEx's board of directors elected R. Brad Martin as chairman following the passing of founder Fred Smith, and a decision to reduce the board's size to 12 members. The company expressed profound gratitude for Smith's vision and contributions, as Martin, previously vice chairman, now leads the audit and finance committees. Maersk has suspended services to Israel's busiest port, Haifa, and halted cargo acceptance due to ongoing conflict and safety risks from missile attacks. This decision was made prior to new missile attacks, which occurred despite reports of a potential ceasefire. The National Institutes of Health (NIH) has announced a five-year, $10 million research initiative to study the long-term health effects of the 2023 railroad derailment in East Palestine, Ohio. This marks the first large-scale coordinated federal program to address community health concerns, focusing on public health tracking, chemical exposure impacts, and multi-disciplinary communication. Also, tune into FreightWaves TV for programs like Check Call and Loaded and Rolling, and mark your calendars for upcoming events like the Enterprise Fleet Summit on July 23rd. Don't miss the Supply Chain AI Symposium on July 30th in Washington D.C., where a special ticket offer allows combining it with your F3 ticket for a reduced price. Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves honors the remarkable life and legacy of Fred Smith, the visionary founder who built FedEx into the world's largest cargo airline. Learn how his hands-on leadership and strategic aircraft acquisitions transformed the company into a global commerce leader, even through ventures that didn't succeed. Erez Agmoni of Interwoven Ventures, who previously led innovation at Maersk, shares insights on how combining AI computer vision with dynamic digital twins allows for significant efficiency improvements, as seen in Maersk's container unloading, which achieved 82% accuracy in prediction times, and drayage operations, which saved millions by consolidating information for optimization. Geopolitical tensions are disrupting freight flows, as demonstrated by Maersk's decision to stop Haifa service prior to Iran missile attacks, underscoring the delicate balance shipping giants must maintain for crew safety and operations. This suspension, amid escalating conflict, contributed to increased container rates from Shanghai to European ports, showing broader market uncertainties. For the trucking industry, prepare for a hot, tight July 4th freight market, where spot truckload rates are expected to rise, offering a significant opportunity for carriers to capitalize on higher rates. Freight brokers, however, face the challenge of proactively managing margins against potentially surging spot rates as tender rejection rates climb nationally and in key regional hubs. Fuel prices are also in the spotlight, with the benchmark diesel price now at its highest level in almost a year after a big jump, even as ultra low sulfur diesel (ULSD) futures markets recently plunged. This surge, following initial fears of supply disruptions from Middle East conflicts, means diesel consumers are still feeling the pinch at the pump. Finally, we highlight innovative strides in fleet management as Samsara introduces its 2025 North America Customer Advisory Board, bringing together industry leaders to shape the product roadmap for AI-driven tools. Discover how customers are leveraging Samsara's AI-powered platforms to achieve impressive ROI, including millions saved in maintenance costs and significant reductions in accidents and theft. Learn more about your ad choices. Visit megaphone.fm/adchoices
Global tensions as oil prices react to geopolitical events, with Brent crude ticking up after the US strike on Iran's nuclear facilities, though prices later flattened as tankers moved through the Strait of Hormuz. Despite Iran's parliament voting to close the strategic waterway, top leadership approval is required, and US Secretary of State Marco Rubio urged China to discourage such a shutdown given its critical impact on global oil consumption. Spot rates for large crude oil tankers from the Persian Gulf to China have surged dramatically amid heightened Middle East stability concerns, nearly doubling to over $57,000 per day for the largest crude carriers. Despite threats to close the Strait of Hormuz, major container lines like Maersk and CMA CGM continue their sailings, closely monitoring the situation while maintaining operations. In industry news, we pause to honor the passing of Frederick W. Smith, the visionary founder of FedEx, who died at age 80, transforming a college term paper idea into an $87.7 billion global overnight delivery powerhouse. Smith's pioneering concepts, military service, and strategic financial moves, like a high-stakes blackjack win, shaped FedEx into a company whose legacy touches virtually every corner of global logistics. The US truckload market continues to face significant challenges, with carrier revocations, or trucking businesses shutting down, running 16% higher year-over-year through mid-2025, reflecting sustained industry vulnerability. Recent regulatory enforcement, including renewed English language proficiency rules and stricter CDL fraud crackdowns, may be raising entry barriers, while softening demand and rising operating costs further squeeze profitability. Supply chain investments are on the rise in Mexico to support growing trade with the US, its largest trading partner. This includes Evans Transportation opening a new office in Laredo, DP World launching a freight forwarding hub in Mexico City, Geodis Logistics opening a new office in Guadalajara, We Store Frozen building a cold storage facility in Laredo, and Japanese firms Tokai Kogyo and Benchmark Electronics expanding their manufacturing footprints. FreightWaves is proud to spotlight the dawn of a new era with the AI Excellence in Supply Chain Award, recognizing game-changing use of artificial intelligence in logistics. The Supply Chain AI Symposium in Washington, D.C., happening this July, will crown industry leaders harnessing AI, machine learning, and large language models to drive smarter, more resilient, and sustainable supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices
//The Wire//2300Z June 20, 2025////ROUTINE////BLUF: STRATEGIC AVIATION AND NAVAL FORCES CONTINUE STAGING IN MIDDLE EAST.// -----BEGIN TEARLINE------International Events-Middle East: Targeting efforts by Iranian forces continue with multiple missile strikes being reported in Haifa overnight, targeting the Negev Advanced Technologies Park. Israeli targeting continues in similar fashion in Tehran. The United Kingdom has evacuated their Embassy in Tehran, and the United States continues to maneuver substantial resources into the Middle East. Maersk has announced that they are suspending all operations in the port city of Haifa while the war remains kinetic.AC: This afternoon a 5.4M earthquake was detected originating in the vicinity of Tehran. Considering that tensions are extremely high throughout the region, this has led many to theorize that some sort of weapons test was carried out (as nuclear tests are normally detected by seismic sensors). However, at the moment, nothing points to this outcome. The USGS plots the earthquake at an estimated depth of 10km, which is far deeper than a nuclear test would be. Additionally, the seismic signature of a man-made explosive device can easily be discerned from natural phenomenon, so if it was a man-made blast every seismologist in the world will be able to verify it.-----END TEARLINE-----Analyst Comments: As the war continues in the Middle East, a bit of background knowledge may be helpful in understanding the grand strategy of the military tactics at hand. Both Israel and Iran are unique nations in that geography separates them, yet neither have any real expeditionary capability. In short, if a nation is at war with another...but doesn't share a land border or have a military with an amphibious capability... the most that nation can do is more or less to lob missiles at their adversary. So far, both nations have relied upon this long-distance targeting means as their primary way of waging war: Iran launches missiles, and the Israelis drop bombs.However, Israeli military doctrine is heavily reliant upon deception and subterfuge in order to project influence even within the nations they are at war with. Right now, it is becoming more clear that Israeli Special Forces are able to operate on the ground within Iran, in many cases with impunity. Israel was able to create a "drone base" in the desert from which their initial attacks were launched within Iran itself (echoing Ukraine's sneak attack in Russia). Similarly, Iranian forces have discovered several instances of equipment emplaced on the ground very close to sensitive sites; overnight the Iranians discovered a remotely-controlled Anti-Tank Guided Missile (ATGM) launcher emplaced outside Tehran, in addition to a small truck that was laden with drones (again, exactly as was used by Ukraine recently). Several propaganda videos of strikes in Iran have raised questions as to exactly how the footage was taken. For example, Israeli forces released the footage of the strikes on the Arak Heavy Water facility...footage which appears to have been filmed from an elevated position on the ground...not from a drone as one might expect.This will be important to consider as American involvement appears be looming. In less than two months, large-scale sneak-attacks via drones and asymmetric warfare tactics have become normalized in two major conflicts. This is not a threat that is years away; this threat has gone from the drawing board to operationally proven (twice) in just a few weeks.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//
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