US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD
‘Good luck diversifying from TSMC’
Driverless vehicles appear to be one of the new breed of disruptive technologies that is most likely to have a genuine impact on the freight and logistics industry. The thought is that driverless trucks could deliver huge savings to the freight industry – a Morgan Stanley report has put it at as much as $168bn, a large portion of which would come through savings on drivers’ wages, and is pertinent given that warnings about a looming severe shortage of drivers persist. Indeed, one Silicon Valley start-up from a group of ex-Google executives is preparing to offer retrofitting driverless technology on trucks at a cost of $30,000 per truck, while the average annual driver’s wage is $40,000.
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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