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Global Transportation in Flux (7th July Analysis)
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This report offers a comprehensive overview of global transportation trends from June 30 to July 6, 2025, highlighting significant shifts and challenges across various sectors. It details a renewed focus on maritime security following an attack in the Red Sea and analyzes the U.S. Department of Transportation's "America First" policies, which include deregulation and stricter labour controls. The report also covers major restructuring within the parcel delivery sector, particularly at UPS, and contrasts the aviation industry's struggle with crisis management and misinformation in India with the UAE's advancements in urban air mobility. Finally, it discusses speculation around mega-mergers in the U.S. rail industry and the cooling global freight market due to tariff uncertainties.
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