Hapag-Lloyd

A staid and technology-averse industry is in the process of changing thanks to new entrants.

Ocean carrier sees opportunity as produce and other perishable goods move over water.

Fifth largest containership company says trade anxieties could still weigh on results.

State-backed Asian container lines have plans to rapidly expand their capacity; meanwhile Maersk cuts its guidance for 2018 by nearly a billion dollars in EBITDA.

Hapag-Lloyd believes that data standardization would help various stakeholders to collaborate together and improve the supply chain efficiency in the maritime industry.

Container line alliances are cutting capacity on their transpacific services in anticipation of a major slowdown in the US-China trade relationship due to tariffs. We see downside risk for Union Pacific and BNSF intermodal volumes, as well as JB Hunt.

Tesla wants to build a huge China plant to avoid tariffs; dry bulk carriers find favorable rate environment as countries re-source commodities; Honeywell adds an executive to reconfigure its supply chains; container rates from China to the North America spike as maritime lines take advantage of trade war fears.

Used truck prices are up sharply; C.H. Robinson isn’t worried about tech startups; CSX cuts costs and grows bottom line by 50%; Hapag-Lloyd bullish despite losses; CA makes pot shippers report to the Feds; the American economy isn’t overheating… yet.

Hapag-Lloyd explores priority container freight; CSX raked in Q1 profits; aluminum prices are turbulent; UPS launches Groupon-like discounts for retailers; project44 raises $35M in Series A.

China approves drone package delivery; driver pay is up 15% in 3 years; Hapag-Lloyd has a plan to switch to low sulphur fuel; Trump gears up for fight with Amazon; Barclay’s thinks WTI crude will drop to $51 this year.

Stifel says UPS is now under-priced; Hapag-Lloyd offers digital rates platform for its customers; the Hudson Tunnel revamp just got harder; freight brokers do record volumes in January.