Freight Forwarding – Sector Update – Congestion & Delays – 18 November 2021

  • Public Equity
  • Industrials
  • North America


Former VP at Kuehne+Nagel International AG


  • Freight bottlenecks across the US, Europe and Asia, focusing on sea freight – key drivers by geography and normalisation outlook
  • US driver shortage – causes and relative importance to supply chain challenges vs other issues
  • Freight forwarder performance amid enhanced profitability from supply-restricted market, including players best-positioned for upcoming contract negotiations
  • End-to-end logistics and asset-ownership outlook, including evaluation vs remaining asset-free


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