John Pearson 5.0 3 ideas

"We have a very established fuel surcharge mechanism that aligns itself with oil prices. That goes up and down... We ride these waves of oil prices every day somewhere in the world." Unlike airlines, global logistics giants have established, transparent pricing power that automatically passes rising energy costs to customers via fuel surcharges. Their flexible aviation networks allow them to reroute around conflict zones, maintaining margins and service levels despite geopolitical supply chain shocks. LONG. Logistics companies offer resilient operations and pricing power, making them a safe harbor during energy shocks. A severe global economic slowdown could reduce overall shipping and e-commerce volumes, offsetting the margin protection provided by fuel surcharges.