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By Alessandro Pasetti 19/08/2025 Musings. Looking backwards It was just over a year ago when we predicted that AP Møller-Mærsk (APMM) CEO VIncent Clerc would have been gone by now. …
By Alessandro Pasetti 19/08/2025 “Can you please expand on how you expect to be break even by the end of next year?” Uh-oh That was a key question for the …
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By Alessandro Pasetti 18/08/2025 The Alaska summit came and went – no deal. Or: no deal yet, and the show continues. In any case, talking remains better than not talking, …
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By Alessandro Pasetti 18/08/2025 How much your customer is worth is quite a serious matter, if you are a forwarder. Even more so if you are trying to be the …
By Charlotte Goldstone 17/08/2025 In this week’s episode of The Loadstar’s News in Brief Podcast, host and news reporter Charlotte Goldstone recaps the week’s supply chain news and gives you …
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By Alessandro Pasetti 15/08/2025 It’s that time of year when Toll Group lodges its financials with the Australian Securities and Investments Commission (ASIC). And a couple of weeks ago, the …
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By Alessandro Pasetti 13/08/2025 With Ryan Petersen busy explaining on camera how tariffs are going to affect importers and exporters following the latest news of a US-China 90-day truce… …
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By Ruben Huber 11/08/2025 The delayed Liberation Day has come and gone, yet things are not necessarily much clearer now. Yes… Most countries now have a tariff number to care …
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By Alessandro Pasetti 07/08/2025 Whether in its current form AP Møller-Mærsk (APMM) has the legs to run higher as it nears a 52-week high of about Dkr14,000 on the stock …
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By Alessandro Pasetti 06/08/2025 “With regard to the change in DGF [DHL Global Forwarding] leadership, (…) Tim [Scharwath], who is turning 60 this month, has decided to go into retirement.” …
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By Alessandro Pasetti 05/08/2025 Don’t underestimate the strength… … of DHL Group’s portfolio. Right? That was the key message from CFO Melanie Kreis during the call with equity analysts today …
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By Alex Lennane 04/08/2025 M&A intro… CULTURE Pictures speak louder the words at times. That said, cultural fit is normally one of the key attributes that acquisitive companies claim is …
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By Ruben Huber 04/08/2025 Dubai was the last stretch of my trip before returning to Europe… nicely warm… in the mid-40s Celsius! It was that time of year when tourists …
By Alessandro Pasetti 04/08/2025 Expeditors (EXPD) reports Q2 25 numbers tomorrow after shiny and lean CH Robinson surprised all bears last week – Mr Market expects $1.25 earnings per share …
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By Charlotte Goldstone 03/08/2025 In this week’s episode of The Loadstar’s News in Brief Podcast, the team recaps this week’s supply chain moves and give you a heads-up on what …
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By Gavin van Marle 01/08/2025 Reading the tea leaves in Panama has always been difficult, but at his weekly press conference yesterday, Panama president Jose Raul Mulino indicated that the …
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