I break down the Airbus 20-year forecast for the air cargo market today. Very similar to last year's forecast, but interesting learnings on the margins on how trade patterns are impacting current/future demand for freighter aircraft. . . . freightwaves.com/news/airbus…
Peak season for parcel carriers is closing in. $UPS has made more investments to help keep up with the higher demand, as I flesh out from a recent announcement. . . . . freightwaves.com/news/ups-au…
BREAKING NEWS: Significant M&A deal in e-commerce logistics, with Stord buying AMS Fulfillment. Details of announcement here . . . . freightwaves.com/news/stord-…
Korean Air just announced completion of its "smart cargo terminal" at Incheon airport. We were early to report on the project and that would be finished this fall. ICYMI, here's my story again . . . freightwaves.com/news/korean…
Partnership between Qantas Freight and Australia Post continues to deepen, with more investment in aircraft for domestic Australia and international parcel shipping. They're welcoming a new cargo jet to the fleet, as we report today. . .. freightwaves.com/news/austra…
Haven't heard much news about Air Canada's freighter fleet for awhile, so interesting to see deployment to some new destinations in Europe, Lat Am. We cover the announcement here . . . . freightwaves.com/news/air-ca…
Ceva Logistics is combining its e-commerce logistics units after latest M&A. . . . . . freightwaves.com/news/ceva-l…
Lots of mixed signals about whether freight transport sector will have a normal peak season in final quarter. DHL Group says it is seeing strong trade flows in its business . . . . . freightwaves.com/news/dhl-gr…
Interesting story about Amerijet's decision to fix a damaged aircraft that some thought could be a candidate for the scrap heap. I explain why in my FreightWaves story today . . . freightwaves.com/news/amerij…
Nice reporting by WSJ and Alison Sider @alyrose about not so nice airline fare increases . . . wsj.com/business/airlines/br…
UPS has beefed up its intra-Asia air capability and global connectivity with expansion of the $UPS hub at Clark airport in the Philippines, one of several projects it has in the region. Details of their announcement and more in today's story . . . freightwaves.com/news/larger…
German express delivery and logistics giant DHL has identified Poland and other areas of Eastern/Central Europe as strategic areas of focus and has made a big cap ex commitment there. I also mention new projects in Germany . . . . freightwaves.com/news/dhl-ea…
Pharma shippers in Europe have an easier way to tender parcels to FedEx after $FDX rolled out a specialized booking system. We explain what they announced in today's story . . . . freightwaves.com/news/fedex-…
Deep dive on @FreightWaves today about $UPS strategic shift towards selective parcel shipping as part of holistic logistics offering and analysis about the potential for a Teamsters union strike over the horizon. . . . freightwaves.com/news/is-ups…
Fascinating snapshot from TD Cowen and AFS Logistics on parcel shipping market, rates as major carriers like $FDX push surcharge strategy to boost per-package yields. We break it down and also report on recent GRI and peak season fees. . . . . freightwaves.com/news/parcel…
Delta Air Lines Q3 results today continued to show strength on the cargo side, with cargo revenue up 29% to $301 million.
Walmart has opened a 5th next-gen fulfillment center on the West Coast. A sixth $WMT e-commerce distribution center is planned in Georgia. Company is serious about investing in e-commerce infrastructure. Details today on FreightWaves - freightwaves.com/news/walmar…
AI Logistics Deep Dive: The Asia-Pacific region is the center of semiconductor and digital hardware production. U.S. is biggest market. Logistics companies like $FDX are swarming to get a piece of the pie, as I write in my FreightWaves article today. . . .freightwaves.com/news/ai-gol…
FedEx Dataworks is commercializing $FDX supply chain data, this time with Stripe. Also working with ServiceNow and Dunn & Bradstreet. Supply chain orchestration . . . . freightwaves.com/news/stripe…
EXCLUSIVE: FreightWaves has discovered that ex-Sun Country Airlines CEO Jude Bricker is part of group buying ICE charter carrier Omni Air from PE firm Stonepeak to rescue deal for Chicago parking meters. Fascinating back story to sale. . . freightwaves.com/news/omni-a…
