Mar 03, 2023 Power dynamic shifts amid shipping’s pivot to new normal By Marc Iampieri Erik Mattson Andrew Kerr James Roe Luiz Gosling +2 more... Show less 8 Takeaways from TPM 2023 We recently returned from an eye-opening 2023 TPM conference in Long Beach, Calif. The annual event brings...
Feb 26, 2023 2023 Container Shipping Outlook: This time is different By Esben Christensen Stelios Fragkos Marc Iampieri Lian Hoon Lim Erik Mattson Luiz Gosling Jesse Bermensolo John Katsigeorgis Andrew Kerr James Roe +7 more... Show less The period from mid-2020 to the fourth quarter of 2022 was a high-water mark for the container shipping industry, and with it came...
Feb 14, 2023 Lane change for public transport investment opportunities By Stuart Cockburn Esben Christensen Stelios Fragkos Maxim Vanhencxthoven +1 more... Show less The push for greener travel and an overhaul of contract models is opening up investment opportunities in public transport, but...
Jan 09, 2023 The supply chain may have avoided the rail strike – but the rail supply chain is still challenged By Miriam Hall 2022 was, in many regards, a year for the record books. Supply chains were more fractured than ever, and no link was left untouched by...
Dec 12, 2022 Tuesday’s gone…and so is the windfall of detention and demurrage revenue at US container terminals By Luiz Gosling Marc Iampieri Brian Nemeth North America terminal operators will be under financial pressure in 2023. We expect container terminals and container operators’ margins...
Dec 05, 2022 No easy way out: The challenges in diversifying your supply chain By Akshay Balachandran Paul Rogofsky Increased tensions between the two largest economies, a recent war, and a pandemic have caused the economic and geopolitical world order...
Oct 19, 2022 Next stop on the rail disruption express By Erik Mattson Miriam Hall Andrew Kerr Last week, a union representing almost 12,000 rail workers in the United States voted down a tentative contract, which had been brokered...
Oct 03, 2022 Transportation costs have passed the inflection point By Erik Mattson Andrew Kerr Supply chain disruption has brought record high transportation costs over the past two years. Shippers – and eventually consumers – have...
Sep 16, 2022 Carbon Neutrality: What is it and why is it an important goal? By Les Viszlai A company's impact on global warming is one facet of sustainable investing that has quickly become a key differentiator for investors—one...
Sep 15, 2022 The next supply chain disruption – crisis averted or looming chaos? By Erik Mattson Miriam Hall Andrew Kerr Over the past few months, the global supply chain has taken a collective deep breath. Consumer demand has decreased, ocean and trucking...
Jun 23, 2022 Automation Part 2: One size doesn't fit all By Derek Knueve Chandan Singh We recently argued that automation’s move from the experimental phase to necessity phase has accelerated amid the pandemic, supply chain...
Jun 23, 2022 Could another supply chain crisis be on the horizon? A potential West Coast port labor strike would create a tumultuous 2022 holiday period By Brian Nemeth Erik Mattson James Roe Andrew Kerr +1 more... Show less Following the trend of continual disruption in the supply chain, the looming West Coast port labor-contract negotiation is set to take...
May 25, 2022 The recent ocean freight contracting season was one for the ages By Brian Nemeth Erik Mattson James Roe Andrew Kerr +1 more... Show less The 2022-2023 Trans-Pacific ocean freight contract season was unlike any in recent memory. For the first time in modern history, carriers...
Mar 16, 2022 What should carriers do with their windfall profits? By Brian Nemeth Job Chan Erik Mattson Disruption continues to dominate supply chain discussions, with ocean shipping grabbing many of the headlines as dozens of vessels await...
Feb 02, 2022 How can Private Equity earn superior returns in Transport & Logistics? (Part 3 of 3) By Stelios Fragkos Peter Appel Peter Oppitzhauser Erik Mattson +1 more... Show less The attraction of Transport & Logistics (T&L) to Private Equity has been displayed in recent years by a number of houses who have made...
Feb 01, 2022 If you still think your supply chain is a cost center, think again – here a few ways to pivot By Akshay Balachandran "We’re currently in pain!”This was the response from one senior attendee at the recent Manifest: The Future of Logistics Conference when...