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Supply Chain Carnage Deepens European Auto Crisis
European automotive suppliers confronted mounting existential pressures as component manufacturers announced sweeping workforce reductions extending crisis rippling through vehicle production networks already operating at critical capacity thresholds. Bosch, the world's largest automotive supplier, unveiled plans to eliminate approximately 5,500 positions across its automotive division over coming years, citing stagnating global vehicle sales and slower than anticipated trans
Nov 62 min read


Legacy Carriers Sound Alarm Over Gulf Rivals' Market Gains
Europe's leading airline executives are mounting an unprecedented joint offensive against what they characterize as unfair competitive advantages enjoyed by Gulf and Turkish carriers, warning that the continent's aviation sovereignty faces existential threats from regulatory imbalances favouring state-backed rivals. Air France-KLM CEO Benjamin Smith and Lufthansa Group CEO Carsten Spohr united in a rare joint interview to criticise what they describe as the unbridled opening
Nov 51 min read


Gemini Cooperation Exceeds Reliability Targets as Container Lines Navigate Volatile Rate Environment
Maersk and Hapag-Lloyd's Gemini Cooperation achieved schedule reliability above 90 per cent in its initial months of operation, providing operational stability even as container spot rates continued declining through early November amid weakening seasonal demand. The alliance, fully implemented in June 2025, operates approximately 340 vessels across 57 services with total capacity of 3.7 million TEU focused on East-West trades. Transpacific eastbound on-time performance reach
Nov 52 min read


European Rail Freight Sector Faces Crisis as Operators Issue Urgent Calls for Policy Support
Europe's rail freight industry confronts mounting existential pressures as operators sound alarm over deteriorating competitiveness, with the sector navigating an increasingly fragile situation whilst EU institutions face criticism for insufficient response to the unfolding crisis. The past weeks have witnessed escalating distress signals from numerous European rail freight players highlighting the sector's precarious position. Industry representatives warn the crisis approac
Nov 52 min read


Chinese Brands Seize 7.4% of European Auto Market as Legacy Manufacturers Struggle With Overcapacity
Chinese automotive brands captured 7.4 per cent of European car sales in October, more than doubling their market share year-on-year as traditional manufacturers confront accelerating competitive pressure amid factory overcapacity running at crisis levels. MG maintained dominance amongst Chinese marques with 33,536 October sales, followed by BYD at 24,336 units and Chery's combined brands at 18,454. Together, the three account for 83 per cent of Chinese sales in Europe. Year-
Nov 52 min read


European EV Sales Surge 39% as Tesla Stumbles in Pivotal Month for Emissions Targets
Battery-electric vehicle sales across Europe jumped nearly 40 per cent in October, providing manufacturers critical momentum as they navigate stringent emissions regulations whilst grappling with intensifying competition from Chinese brands and persistent affordability concerns. Battery-electric vehicle sales in the European Union increased by 38.6 per cent to 173,173 all-electric cars in October, with market share climbing from 14.4 per cent to 18.9 per cent year-on-year. Th
Nov 41 min read


Container Freight Rates Retreat as Seasonal Lull Pressures Carriers' Pricing Power
Global container shipping rates declined in early November as carriers confront mounting pressure from seasonal demand weakness and expanding capacity on major East-West trades, threatening the fragile rate recovery achieved through autumn capacity management measures. The Drewry World Container Index fell 5 per cent between the first and second weeks of November to $1,859 per 40-foot container on 13 November, marking rates 46 per cent lower than the previous year. Asia-US We
Nov 42 min read


Europe's Aviation Paradox: Record Growth Masks Deepening Structural Divides
Europe's Aviation Paradox: Record Growth Masks Deepening Structural Divides As winter capacity soars and low-cost carriers cement dominance, the continent's aviation landscape reveals a two-speed recovery that challenges traditional industry assumptions European aviation enters the 2025-2026 winter season in a state of unprecedented contradiction. On the surface, the numbers tell a story of remarkable resilience: 745 million seats scheduled across the continent, surpassing pr
Nov 46 min read


European Airlines Brace for Record Winter as Capacity Surges 7% Amid Supply Chain Pressures
European aviation capacity is poised to reach unprecedented levels during the winter 2025-2026 season despite persistent supply chain constraints and intensifying geopolitical tensions, with low-cost carriers driving growth as legacy airlines struggle to match pre-pandemic performance. Carriers across the continent will offer a record 745 million seats during the fourth quarter of 2025 and first quarter of 2026, representing a 7 per cent increase year-on-year and 8.8 per cent
Nov 42 min read


Brussels Prepares €546 Billion High-Speed Rail Blueprint to Halve Journey Times
The European Commission is poised to unveil an ambitious high-speed rail strategy tomorrow that envisions tripling the continent's existing network by 2040, requiring investment estimated at €546 billion to transform cross-border connectivity and challenge short-haul aviation. Transport Commissioner Apostolos Tzitzikostas will present the plan on 5 November following extensive stakeholder consultations with railway operators, passenger organisations, and private investors. Th
Nov 42 min read


European Airlines Forced to Abandon Climate Claims as Brussels Cracks Down on Greenwashing
Twenty-one European carriers including Lufthansa, Air France and KLM have committed to cease misleading environmental claims following an intervention by the European Commission, marking a significant retreat for an industry that has aggressively marketed sustainability credentials to environmentally conscious travellers. The agreement, announced on 7 November, follows the launch of a complaint in 2023 by the European Consumer Organisation targeting misleading climate-related
Nov 32 min read


Brussels Targets €546bn Rail Overhaul as Commission Seeks to Triple High-Speed Network
The European Commission unveiled its most ambitious railway infrastructure blueprint on 5 November, pledging to halve journey times on major corridors whilst positioning high-speed rail as the linchpin of the bloc's decarbonisation and competitiveness agenda through 2040. The plan envisages tripling the existing EU high-speed network at speeds of 250 km/h or above, requiring investment estimated at €546 billion, a figure that dwarfs the €34.4 billion already committed to 804
Nov 32 min read
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