The alarm bells are ringing. Maersk Line CEO Soren Skou told Lloyd’s List late last month that the industry “is at the risk of a full-fledged rate war unless the industry comes to its senses.” “Where is the bottom for container rates?” Jeffries’ Johnson Leung asked in his most recent weekly update. So what do the carriers need to do now?
Peter Tirschwell
Senior VP of Strategy Peter Tirschwell is a prominent thought-leader in maritime transportation with more than 20 years as journalist and business leader at The Journal of Commerce.
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PeterTirschwell said: Visual, market-by-market illustration of the improvement being seen in the US industrial market, based on JLL data http://t.co/KJVHJMj9H3
PeterTirschwell said: Re dockworkers: "Most Israelis dare not dream of such salaries. Nepotism and cronyism rule the roost" Sound familiar? http://t.co/JAh1cCwxB3
PeterTirschwell said: Container traffic in Ireland hits 10-year low, falling for 21 quarters and shows "little signs of recovery in 2013" http://t.co/pMPA7GWcul
PeterTirschwell said: Pleased we could get another forceful reminder of decrepit state of US #infrastructure without anyone dying this time http://t.co/4edqaEo2sH
PeterTirschwell said: Looking forward to lecturing next week to graduate students at the Maine Maritime Academy's Loeb School of Intl. Business in Castine
PeterTirschwell said: Stifel: "We believe the viewpoint (of @FTRassociates) that 'the worst is over for coal,' from the railroads’ perspective"
PeterTirschwell said: Stifel: "domestic intermodal traffic on the railroads should grow at an order of magnitude faster than other classes of freight volume"
PeterTirschwell said: Stifel: US domestic containerized intermodal transportation is “where the action is” in terms of growth - Larry Gross of @FTRassociates
PeterTirschwell said: @freightboy1 @SamChambers I feel inadequate with my average French vino
PeterTirschwell said: In surprise move, Chris Lytle headed to Port of Oakland as Executive Director, ending short tenure at Long Beach http://t.co/xpv8MdUN4N
More from Peter Tirschwell
This fall, what will become the Kansas City Intermodal Facility will be a loud and busy place as BNSF’s newest intermodal terminal roars to life. But what is more noteworthy is the planned adjoining...
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A slow-boiling debate that’s been simmering since last year has broken out into the open: Is the container industry approaching an “inflection point” in which the balance of supply and demand shifts...
Twitter may be an unparalleled tool to toss out a short thought, idea or a headline, but to say it tells half the story does it too much justice; it tells a much smaller fraction of the story. Below...
As the TPM Conference convenes in Long Beach this week, the trans-Pacific market’s ability to throw curveballs year after year continues to impress. In past years, these took the form of port...
A few weeks ago an intermodal executive asked me a question to the effect of, “Where should we be headed?” As I talked out my answer and the rationale, it occurred to me that on the surface I sounded...
In 2007, the last year before the financial crisis, the container industry was at the end of a spectacular multiyear grow
The will to act collectively isn’t something container lines are known for — just look at the rates and scarcity of profi
As 2013 gets under way, one of the biggest lasting impacts of the recession — the change in the U.
It’s hardly new to say third-party logistics as an industry has been on a great run.
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