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NYK – the argument now is over what a normal year looks like

NYK has raised its dividend to ¥330 a share on a year swollen by the closure of the Strait of Hormuz and strong container rates, but its own guidance has second-half profit falling by more than 40%. Morgan Stanley values the company on a normal year worth less than half of this one and sees a risk the dividend is cut …

The Loadstar Санкции и риски
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‘Carrier selection matters’ when it comes to getting your goods on time

The Asia-North America tradelane is facing the highest ocean freight disruption risk over the coming weeks. Reduced carrier capacity and growing difficulty securing bookings threaten shipment reliability, according to WiseTech Global. The company’s November Ocean Freight Risk Outlook, released today covering weeks 45-…

The Loadstar Санкции и риски
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Cargo crime in North America down in Q3, but losses are mounting

Organised criminal networks are increasingly exploiting identity fraud, carrier impersonation and weaknesses in freight verification, driving cargo theft losses across Canada and the US up 39% year on year, despite a sharp decline in reported incidents Verisk CargoNet recorded 2,072 of reported supply chain crime inci…

The Loadstar Санкции и риски
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What the Transpacific boom means for operations

The route’s record earnings reflect scarce usable capacity more than strong demand, and that changes the risks facing carriers, ports and shippers. The transpacific has become the most lucrative major container trade in the world. This content is locked Select a CN Premium Subscription Package To Unlock The Content! R…

Container News Санкции и риски
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Explainer: How Africa’s ports are diverging

The same investors and the same Cape rerouting are reshaping both seaboards. West Africa is competing on efficiency, East Africa on geopolitics. This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The post Explainer: How…

Container News Санкции и риски
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$128bn tariff refunds – the money has moved, yet not everyone has been paid

Customs says it has certified $127.7 billion in unlawful emergency-duty refunds. Court records reveal an impressive processing system, a nearly $1 billion banking-information bottleneck and a legal divide that still leaves some importers waiting. The United States has built a remarkably efficient machine for returning…

The Loadstar Санкции и риски
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Hormuz: permanent risk or alarm for renewed war?

Iran’s harassing fire makes Hormuz risk durable. The threat of renewed war comes from somewhere else, and it would probably not end that risk. This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The post Hormuz: permanen…

Container News Санкции и риски