Newbow Aerospace ’s Post

Yet another example of an Airline hampered by supply chain challenges. Why isn't this front and center on Governments agendas? Where is #ICAO on this how about #UNGlobalCompact. How about the OEM's themselves, when do they stand up and own some of this themselves, at the very least bring some transparency better forecasting, and own their own supply chains instead of pointing the finger at them. Perhaps if Governments could see this affects growth but also has an impact on sustainability goals as well, as the new equipment is vastly more efficient, maybe then they would act?

The air cargo industry is poised for significant growth and transformation in digitalisation over the next five years. Stuart Hayman, our Head of Carrier Integration and Transformation, shares his insights with the STAT Times: "The tools and technology exist today to enable a large percentage of all shipments to be booked electronically but adoption lags this capability. However, with ongoing disruptions experienced in global supply chains (pandemics, sanctions, weather events and political unrest), logistics companies must embrace innovative approaches – particularly technology." Read the full article here: https://lnkd.in/d4EAbYqP #WiseTech #aircargo #technology

📣 In a market briefing, Hapag-Lloyd AG CEO Rolf Habben Jansen described how the carrier has responded to market conditions and challenges so far in 2024 and provided some further insights into Hapag-Lloyd’s 2030 Strategy Vision. #Logistics #SupplyChain #WorldCargoNews 👉 Read our articles for a reduced price, subscribe now via: https://lnkd.in/dzp4skVK

As we were playing in the sand at the Great Sand Dunes National Park yesterday, big news from Maersk that it was pulling out of the DB Schenker bid. Honestly it really wasn’t that surprising, other than their book of business what else could DB Schenker offer Maersk? Maersk cited a few concerns include integration costs and IT system concerns. So, according to The Loadstar, it’s now down to DSV; Barhi, the national shipping line of Saudi Arabia; and Scan Global Logistics owner CVC, along with Abu Dhabi Investment Authority (ADIA) and Singapore wealth fund GIC. https://lnkd.in/e67W5Zzc Another tidbit from The Loadstar - Deutsche Bahn has included a clause reportedly allowing it to sell less than 100% – a clause which The Loadstar notes could put off DSV. If the clause is true and if Deutsche Bahn is truly serious about selling DB Schenker, CVC or ADIA/GIC would likely win out and result in a possible breakup of the company or, in the case of CVC, combine it with Scan Global Logistics to further expand its presence and capabilities. Regardless, this is just me rattling off thoughts. For over 20 years Deutsche Bahn has dropped hints of a possible DB Schenker sale. A big question I have is will they do it now? A tiny part of me still has doubts. For more: JOC - Maersk, citing ‘integration challenges,’ says won’t pursue DB Schenker acquisition https://lnkd.in/eFezneVF Reuters - Maersk pulls out of bidding for Germany's DB Schenker, shares spike https://lnkd.in/dgiVcZ92 Bloomberg - Maersk Drops Out of Bidding for Logistics Giant DB Schenker https://lnkd.in/eSb4pany - Cathy (Photo taken from the Great Sand Dunes National Park)

Well today we announce Maersk and Hapag-Lloyd the exciting new partnership called the Gemini Cooperation, set to launch in February 2025. This long-term operational collaboration aims to create a flexible and interconnected ocean network with industry-leading reliability. The Gemini Cooperation will cover seven major global trade routes, including Asia to the US West Coast, Asia to Europe, and Transatlantic routes. The partnership will leverage a fleet of approximately 300+ modern vessels, allowing a combined capacity of 3.4 million TEU (twenty-foot equivalent units). This collaboration is designed to enhance service quality, offering customers improved transit times and access to some of the world’s best-connected ocean hubs. Additionally, both companies are committed to accelerating the decarbonization of their operations, with ambitious targets for net-zero emissions by 2040 for #Maersk and 2045 for #HapagLloyd. The Gemini Cooperation is expected to deliver a schedule reliability of over 90%, ensuring significantly higher on-time delivery of cargo. This partnership marks a significant step forward in the shipping industry, promising to bring tangible benefits to customers through enhanced operational efficiency and sustainability effort. I look forward to sharing more as we bring this operational for everyone to understand, how we are launching with two version of the network. But read more here https://lnkd.in/d4acBbBZ.

The aviation industry is feeling the strain of global supply chain disruptions, with part shortages and extended maintenance times impacting operations. These challenges mirror what we see in maritime and offshore, where long lead times for critical spare parts can disrupt operations and drive up costs. Could digital warehousing and distributed digital manufacturing offer a way forward? By creating digital inventories and leveraging localized production networks, industries can reduce reliance on centralized supply chains and build greater resilience. Pelagus 3D - a thyssenkrupp and Wilhelmsen group joint venture https://lnkd.in/gqQJ_krk

China is on a mission to break up the Airbus-Boeing duopoly and it hopes the domestically made Comac C919 will be its first big break into foreign markets.  Made by the Commercial Aircraft Corporation of China (COMAC), the passenger aircraft has been touted as the "dream of a nation" by Chinese President Xi Jinping. If successful, the C919 would offer airlines an alternative to the Airbus A320 and Boeing 737 families. However, there are still several hurdles Comac would need to clear before it could take on the French and American aerospace giants' dominance. Today, the bulk of the C919 orders, which can be outfitted with up to 192 seats, are from domestic carriers and Chinese companies that lease aircraft to airlines. GallopAir, a new Brunei-based airline, is the first carrier outside of China to order the C919. They have ordered 15 C919s and 15 ARJ21s, Comac's small jet aircraft. The airline will launch at the end of 2024 with the ARJ21, according to its CEO Cham CHI. "As a customer and operator of China's Comac products, we can get financial support from China's import-export bank, and also central banks," Cham told CNBC in an interview. According to Cham, Comac said it would consider creating aircraft maintenance, repair and overhaul support for its aircraft in Brunei. "For the first and second aircraft, we'll still need to fly to Shanghai for MRO," he said. "After three to five aircrafts have been delivered, then we can start MRO in Brunei." The future production rate, especially for the C919, remains in question for Comac. "It's a big question, having only delivered four aircraft over the last several years," Adam Cowburn, managing director of Alton Aviation Consultancy told CNBC. "Industry analysts will look at production rate to understand at what rate they are going to start to meaningfully chip away at the market share of Boeing and Airbus. Our models predict that was still quite some time out," Cowburn said.  Brendan Sobie, an independent analyst from Sobie Aviation said that Comac's aspiration is to have international sales, though it will take time. "Airlines want that third option after Airbus and Boeing, particularly given Boeing's issues recently," he told CNBC. Boeing has been hit with a multitude of safety issues, particularly involving their Boeing 737 Max. "It's still early to say whether [Comac] is a serious competitor in the long run," Brendan added.

✈️ As the airline industry navigates through cost pressures, supply chain hurdles, and decarbonization challenges, the financial outlook for 2025 from International Air Transport Association (IATA) brings cautious optimism. With global net profits projected to reach $36.6 billion (a 3.6% margin) and revenues crossing $1 trillion for the first time, airlines are striving to secure profitability through efficiency and #innovation. 💡 At RateGain we are empowering airlines to maximize these opportunities by providing cutting-edge solutions for revenue optimization, real-time pricing intelligence, and demand forecasting. By leveraging our technology, airlines can enhance load factors, control costs, and drive growth, ensuring they remain competitive in a rapidly evolving landscape. #TravelTechnology #RevenueOptimization #RateGain #Airlines

Delayed departure to growth – commercial aviation aftermarket facing a range of supply chain issues. https://okt.to/gEjCZY #servicelogistics #aftermarketservices #supplychainmanagment

Hapag-Lloyd, Maersk confident in Gemini’s 90% reliability target Launching via the lengthier Cape of Good Hope route to circumvent the Red Sea, the partnership will cover seven trades and provide 57 trips, including dedicated shuttle and mainliner services. At the Xeneta Summit in Amsterdam, the leaders of the new Gemini Cooperation, Kenni Skotte, Vice President and Head of Ocean Network Product at Maersk, and Rolf Habben Jansen, CEO of Hapag-Lloyd, took the stage together and expressed their confidence that their new partnership will meet its ambitious service reliability target, which is significantly higher than the industry average. The Gemini Cooperation, which is scheduled to launch on February 1, 2025, combines transshipment “spoke” services with mainliner “hub” ports in a new “hub and spoke” strategy. In an industry that is now struggling with a global average of only 53%, the model seeks to dramatically increase reliability, aiming for 90% service reliability. Launching via the lengthier Cape of Good Hope route to circumvent the Red Sea, the partnership will cover seven trades and provide 57 trips, including dedicated shuttle and mainliner services. Both Habben Jansen and Skotte stressed during the Summit that shippers will benefit from more solid and dependable services as transshipment networks are used more frequently. The system design of the Gemini Cooperation, which isolates delays to avoid the snowball effect frequently observed in contemporary operations, is the source of its confidence. Due to current problems in the Red Sea, the Gemini Cooperation has announced that when operations begin in February, its ships will circumnavigate Africa’s Cape of Good Hope. Habben Jansen and Skotte both promised that Gemini’s aggressive 90% dependability goal would not be impacted by this route adjustment. Hapag-Lloyd AG A.P. Moller - Maersk Maersk Line, Limited Rolf Habben Jansen Kenni Skotte