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04.05.26 - 17:06
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Shipping firms question safety in strait of Hormuz despite Trump plan (The Guardian)
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President says US navy will 'guide' stranded ships out of waterway but report says warship was hit by IranMiddle East crisis – live updatesThe world's shipping industry has questioned if vessels will be able to travel safely to and from the Gulf after Donald Trump announced his latest plan to open the strait of Hormuz.The US president wrote on Monday that the navy would “guide” stranded ships out of the waterway, writing on his social media site Truth Social that the operation, “Project Freedom”, would be a humanitarian gesture “on behalf of the United States, Middle Eastern Countries but, in particular, the Country of Iran”. Continue reading......
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04.05.26 - 16:15
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FedEx, UPS Slide After Amazon Opens Freight Network To All Businesses (ZeroHedge)
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FedEx, UPS Slide After Amazon Opens Freight Network To All Businesses
Shares of transportation and logistics giants FedEx and UPS dropped in premarket trading after Amazon debuted Amazon Supply Chain Services, opening its freight network to sellers far beyond the Amazon marketplace.
Amazon said ASCS is a move to "open its freight, distribution, fulfillment, and parcel shipping capabilities to businesses of all types and sizes." It gives companies outside the Amazon marketplace access to a global delivery network with two- to five-day delivery and 24/7 service.
"With this launch, Amazon is expanding its third-party logistics capacity to support businesses in industries such as healthcare, automotive, manufacturing, and retail," Amazon noted.
Amazon said the move mirrors its AWS playbook: build infrastructure for its own operations, prove it internally, then sell it externally.
This story may sound familiar. Amazon built another major offering—cloud infrastructure—for the...
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04.05.26 - 16:12
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Luftfahrt: Spirit Airlines gibt auf (Sueddeutsche)
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Die US-Billigfluglinie stellt wegen der hohen Treibstoffkosten den Betrieb ein, eine Verstaatlichung hatten die Gläubiger abgelehnt. Andere amerikanische Fluggesellschaften hoffen derweil auf Staatshilfen....
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04.05.26 - 15:00
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Kerosin wird zum Stresstest für den Luftverkehr (DZ Bank)
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Die IEA-Szenarien zeigen, wie schnell Lagerpuffer in Europa bei nicht ersetzten Nahost-Importen abschmelzen können. Kann Europa 90% der üblichen Nahost-Mengen ersetzen, bleibt die Versorgung im Sommer beherrschbar. Bei nur 75% Ersatz würde die Lagerdeckung bis August unter 23 Tage fallen; bei nur 50% Ersatz bereits im Juni. Dann steigt das Risiko physischer Engpässe an Flughäfen und von Flugausfällen deutlich. --- Für den Luftverkehr ist dieses Risiko besonders relevant. Preisrisiken lassen sich absichern; physische Verfügbarkeit nicht. --- Der Blick auf Brent reicht nicht mehr aus. Entscheidend sind Jet-Fuel-Preise, Jet-Crack, Lagerbestände, Raffinerieläufe und alternative Importströme. Unser Basisszenario bleibt ein Umfeld aus hohen Kerosinpreisen, knappen Puffern und selektiven Anpassungen - kein flächendeckender Versorgungsausfall. Der zentrale Trigger bleibt die Straße von Hormus. --- So wird es wohl sein und wer die richtige Aktie im Depot hat, profitiert! https://www.boersentreff.de/neste-aktie.htm
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04.05.26 - 09:54
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Spirit Airlines says it has nearly finished refunding customers after shuttering (The Guardian)
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Budget airline left thousands stranded on Saturday after ceasing operations amid financial troublesSpirit Airlines shutdown: how to get home and get refundsPolitical blame game begins and passengers left adrift after Spirit ceases operationsSpirit Airlines has almost finished refunding customers for flights abruptly canceled over the weekend as the company folded.The budget airline left thousands of customers and staff stranded after deciding on Saturday to pull the plug on a business that was struggling for years, before a surge in the price of jet fuel blew a new hole in its budget. Continue reading......
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