AGP Executive Report
Last update: 6 hours agoMaritime Investment: MSC will buy a 49% stake in Adani’s Vizhinjam port in Kerala for about $1.4bn, a move aimed at boosting transshipment capacity as the port expands to 5.7m TEUs by 2028. Humanitarian Logistics: Rhenus launched a dedicated Aid & Relief department in Dubai, anchored in the Dubai Humanitarian hub to speed medical, food and shelter deliveries with visibility and compliance. Final Mile Standards: The National Home Delivery Association rolled out its Accredited Final Mile Professional program to help shippers and 3PLs vet delivery partners amid tighter carrier-selection scrutiny. Air Demand Watch: IATA reported May passenger demand down 2.2% y/y, with the Middle East still dragging overall results even as load factors hit record highs for the month. Energy & Shipping Risk: Shell warned global LNG trade could stay flat in 2026 as Strait of Hormuz disruptions cut into West Asian supply, even if some recovery is expected later this summer. Strait of Hormuz Traffic: Kpler data shows Hormuz transit rebounded on Monday after a weekend dip, but security concerns and route uncertainty remain. Road/Transit Disruption: Protests closed parts of Kenya’s Outer Ring road, while a herd of cows caused major rail disruption on the UK’s West Coast Main Line. Logistics Infrastructure: DP World and Arcapita/ Lintara broke ground on a 20,000 sqm build-to-suit logistics centre in Jafza, targeting completion in Q1 2027.
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