Spire is a Swiss boutique strategic advisory firm. In today’s complex business landscape, our advice enables companies to achieve their strategic objectives.
It's always nice to see when your former employees' careers continue to take off...
Good luck and congratulations to our former Deputy Editor! @AndyBurnhamGM: It's always a genuine pleasure to read about you.
@thetimes@spectator@BritishGQ#UK#PrimeMinister
USTR finalised a Section 301 components-origin rule on #Chinese STS cranes in October 2025, then suspended it a day after it took effect.
The question largely absent from US trade-policy debate: how much of a Chinese-built STS crane is actually Chinese?
ZPMC is the structural #OEM on ~80% of US-deployed STS cranes. But "structural OEM" isn't the same as "where the crane is from."
CM pulled apart the BOM on PSA Antwerp's Project Emerald — one recent flagship ZPMC delivery where it's publicly knowable. On three others, it goes dark.
➡️Inside the E-Room: where a Chinese-built STS crane really comes from.
New CM Insight Report — available to subscribers: https://t.co/JuKXoBgk28
#STScrane
MSC's intra-regional playbook just got its fourth data point:
45.5% N. Europe–Med capacity (Alphaliner, 1 May)
50% Sinokor stake (pending)
49.9% HHLA Hamburg
MEDLOG in Misurata Free Zone
Different instruments, same pattern.
https://t.co/sQ46Y3xUHP
Container Management reported on 6 March that the ITF’s Cotton called the Gulf crisis the worst in his 32 years with the federation. On this Easter weekend, 20,000 seafarers cannot go home.
https://t.co/qXNvzNiq4J
#HumanitarianCrisis#Seafarers@ITFglobalunion@IMOHQ
How will #trade evolve amongst geopolitical pressure and shifting alliances. We focus on containerised #shipping and look at the data. 📈
To those who think this is a regional conflict —we can’t say that we agree, and the numbers certainly wouldn’t either.
https://t.co/4H7l2h9B8f
#ContainerShipping
@JohnReedwrites These are really uncertain times. And without a viable insurance market, shipping really has become the wild west: https://t.co/eX6PvRLvhM
@ContainerMag@shanaka86 Another dimension, which you @ContainerMag have been pointing out well in your coverage is that the reconfiguration by carriers is already past the point of easy reversal. We are talking about several weeks (at best) or more likely months. #SupplyChain: you called all of this!
#GPS manipulation is now affecting roughly one in 15 vessels transiting the Strait of Hormuz, more than 540 #tankers are awaiting orders in the #Gulf, and the 19% fleet surplus that started 2026 is narrowing fast. The surcharges announced this month may be the first wave, not the last. https://t.co/XppUqQUNQL
Context matters. Ripple effects exist. TSMC is a great example. Oil gets the headlines but supermarket shelves becoming harder to restock, millions in perishable food already destroyed, hospitals scrambling to get electronic medical devices and tens of thousands Seafarers stranded & at risk are just as real implications.
Facts cannot be considered just an isolation. A port that is open but unreachable, insurance that is available but unusable, and a 20bn backstop that is exhausted in as little as 2 weeks — THAT is the real story! #trade #supplychain #StraitOfHormuz #shipping
When asked by one of our readers on Wednesday how we were able to get such granular data, we sent him this 😊
ACTUAL data: ACCURATE & CURRENT for #SouthAfrica's ports (taken on Wed, so likely we have hundreds new records now)
#trade#ContainerShipping#shipping#WTCP#Data
Spire Strategy is excited to announce our new partnership with @SuadeLabs in recognition of our shared mission to improve digital strategy execution!
https://t.co/bEZC1Wo3nW
@regtech#FinTech#Innovation#SpireStrategy
Matthew Hoffer of @SpireStrategy wrote on @Davos that one of the take-aways is how Industry 4.0 is redefining how companies compete in today’s digital economy. Now business 4.0 is taking over. Read more & attend the #globinar March 26th #geneva#zurich https://t.co/kp0kQfQgv9
Governments and businesses will have to work in closer cooperation in light of the technological developments, including AI, blockchain, big data. #SeedstarsSummit2019