Estas dos últimas semanas he estado explicando en clase la relevancia de los costes de transporte en el volumen de comercio. Por ello me parece interesante comentar esta noticia que aparece en el Wall Street Journal (WSJ). Se trata de que grandes empresas de transporte marítimo están invirtiendo en empresas de transporte aéreo. Las dos más grandes son un ejemplo: la danesa Maerks se ha ligado a los aviones de DHL y UPS, mientras que la francesa CMA CGM lo ha hecho con Air France-KLM.
¿Por qué? El WSJ lo explica así de bien:
(...) traditionally earth freight and ocean freight, the two ways to move your cargo, were competitors. Air freight was more expensive and it moved more valuable cargo. And those who wanted big quantities, a lot of containers, would go into ships traditionally. Well, the snarls to the supply chain with the blocked ports, the late ship, the shut down terminals because of COVID, all these changed the perception. Cargo owners that had priorities like auto parts, heavy machinery, food, medicine, they started sending this kind of cargo through air freight because they wanted to be there on time. (...)
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