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09.07.26 - 21:01
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UPS, FedEx Shares Fall on Growing Threat From Amazon Shipping (Bloomberg)
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United Parcel Service Inc. and FedEx Corp. shares tumbled after an analyst warned that Amazon.com Inc. is offering inexpensive and increasingly fast delivery services to third-party customers, underscoring the risk posed by the e-commerce giant to traditional shipping firms....
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09.07.26 - 17:31
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Flexport CEO Warns Shipping Risks Remain (Bloomberg)
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Flexport CEO Ryan Petersen joins Bloomberg Open Interest to explain why the biggest threat to global shipping isn't the Strait of Hormuz—it's still the Red Sea. He breaks down the surge in imports driven by tariff uncertainty, why companies are stockpiling inventory after the COVID supply chain crisis, and how Panama Canal drought risks could create the next bottleneck. (Source: Bloomberg)...
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