|
|
|
19.05.26 - 11:51
|
UBS Reactivates Supply-Chain Stress Watch After Detecting Alarmingly Rapid Deterioration (ZeroHedge)
|
|
|
UBS Reactivates Supply-Chain Stress Watch After Detecting Alarmingly Rapid Deterioration
One week after Maersk CEO Vincent Clerc warned CNBC of a "new wake-up call" for global trade amid the ongoing disruption of the Strait of Hormuz and a deepening energy crisis that could intensify further in June, UBS analysts are out with a new note telling clients they have "reactivated" their Global Supply Chain Stress Index in response to increasingly alarming signals emerging across global logistics networks.
"Supply chain stress is rising at its fastest pace since the early pandemic," UBS analyst Pierre Lafourcade wrote in a note on Sunday.
Lafourcade explained that global supply chain stress is emerging quickly, with the index rising by 1.2 standard deviations in March and April, the second-largest two-month jump since July 2020.
"We are now reactivating it to assess disruptions stemming from the Middle East conflict," he said, noting that the last time the index was published was in February 2023, o...
|
|
|
13.05.26 - 05:57
|
Russia Think Tank Tells Chinese Media That U.S. Endgame In Iran Is To "Achieve Market Monopoly" In Logistics, Energy (ZeroHedge)
|
|
|
Russia Think Tank Tells Chinese Media That U.S. Endgame In Iran Is To "Achieve Market Monopoly" In Logistics, Energy
Russian military blogger Mikhail Zvinchuk, the operator behind the Rybar Telegram channel, recently surfaced in an interview with the Chinese outlet Guancha, offering a non-Western assessment of the ten-week U.S.-Iran war.
The interview is notable given that Washington has targeted the private Russian think tank, with the State Department's Rewards for Justice program offering up to $10 million for information related to Rybar-linked foreign election interference operations.
The main topic of the hour-long conversation between Zvinchuk and the host representing Guancha was the Iranian conflict.
"The main goal of Trump is to shake up the market. Because if you monitor all logistics companies, oil companies, and LNG companies, you will find that big players have started to consume mid-tier and small players."
He continued, "For example, Maersk, one of th...
|
|
|
10.05.26 - 13:57
|
Maersk CEO Warns Iran War Is A "New Wake-Up Call" For Global Trade (ZeroHedge)
|
|
|
Maersk CEO Warns Iran War Is A "New Wake-Up Call" For Global Trade
It is becoming increasingly clear that reopening the Strait of Hormuz has become a top U.S. priority (really a global priority) , as oil executives and industry insiders warn that the clock is ticking toward an energy and global trade shock if the maritime chokepoint remains closed for another month.
Frederic Lasserre, head of research at Gunvor, one of the world's largest oil traders, warned earlier this week: "The tipping point is clearly June. This is the point at which something has to give."
JPMorgan analysts warned that the world is spiraling toward a catastrophic cliff-edge shortage of crude oil if the maritime chokepoint is blocked for another four weeks.
Speaking to CNBC's "Squawk Box Europe" earlier this morning, Maersk CEO Vincent Clerc warned that a "new wake-up call" has emerged beyond energy markets and that if the Hormuz chokepoint remains shuttered, it could severely impact global trade in the coming months.
C...
|
|
|
|
|
|
|
07.05.26 - 17:46
|
Reederei Maersk gibt hohe Kosten wegen Iran-Kriegs an Kunden weiter (Reuters)
|
|
|
Die dänische Großreederei Maersk muss wegen des Iran-Kriegs monatlich fast eine halbe Milliarde Dollar mehr für Treibstoff ausgeben, holt sich das Geld aber bei Kunden zurück. Konzernchef Vincent Clerc sagte am Donnerstag, Maersk habe die Mehrkosten bislang durch Neuverhandlungen von Verträgen und höhere Frachtraten vollständig an die Kunden weitergeben können. Durch höhere Treibstoffpreise entstünden bei Maersk monatlich Extrakosten von rund drei Milliarden Dänische Kronen (402 Millionen Euro). Entlastung sei nicht in Sicht: "Die Energiekrise ist nicht an dem Tag vorbei, an dem der Frieden beginnt" --- Eine anziehende Nachfrage bescherte dem Kooperationspartner der Hamburger Containerreederei Hapag-Lloyd vielmehr ein Quartalsergebnis über den Markterwartungen: Bei einem Umsatz von fast 13 Mrd USD erwirtschaftete der Konzern einen operativen Gewinn von 1,75 Mrd USD. Der Gewinn brach damit allerdings um mehr als 35% ein. An der Börse in Kopenhagen notierten die Aktien mehr als sechs Prozent im Minus..
|
|
|
|
|
|
|
|
|
|
|
07.05.26 - 12:48
|
Reopening strait of Hormuz would have limited impact on cargo flows, says Maersk (The Guardian)
|
|
|
CEO of Danish shipping group says increased costs due to higher fuel bills passed on to customersBusiness live – latest updatesThe boss of the shipping company Maersk has said the reopening of the strait of Hormuz would have a “limited impact” on cargo flows, as the industry grapples with a sharp rise in energy costs.Vincent Clerc, chief executive of the Danish shipping group, said its fuel bill had nearly doubled since the start of the conflict, adding as much as $500m (£367m) in costs per month, but it had passed this on to its customers through higher freight rates. Continue reading......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07.05.26 - 09:30
|
Results: Maersk 1Q EBITDA Falls 35% YoY (AAStocks)
|
|
|
Global shipping giant Maersk announced its results for the first quarter. EBITDA for the quarter fell 35% YoY to USD1.753 billion. EBIT for the quarter declined 73% YoY to USD340 million. Quarterly revenue decreased 2.6% YoY to USD12.97 billion.Maersk maintained its forecast for global container throughput to grow 2% to 4% YoY t......
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
