Key Takeaways on Freight Forwarding The DSV-Schenker Merger Reshapes the Market: DSV completed its EUR 14.3 billion acquisition of Schenker on 30 April 2025. DSV has described a greater focus on value-added services as part of its operating model; the customer-level effects depend on the services, contract and lane. Asset-Light Orchestration: Freight forwarders do not own the ships, planes, or trucks. Their core value lies in coordinating the six stages of shipping (Booking, Export Haulage,...

Most coverage of the Strait of Hormuz describes it as a chokepoint and moves on. What it rarely explains is why the strait is structurally irreplaceable, what happens to a loaded tanker whose route is suddenly blocked, or why the risk to LNG exporters is categorically worse than the risk to crude oil exporters during any disruption. I managed vessel operations in this region at ADNOC. VLCCs transited the strait as a matter of operational routine. Insurance management, charterparty war risk...

Ownership and operation are two different things in LNG shipping, and conflating them can produce misleading rankings. Nakilat, Qatar’s LNG shipping company, reported ownership of 69 LNG carriers in its published fleet profile, while its in-house ship-management operation managed 25 LNG carriers. The remaining vessels should not automatically be attributed to Shell, MOL or NYK without checking the commercial and technical management arrangements for each vessel. Ownership, commercial...