Geopolitical conflict has severely disrupted the global crude oil market, creating a significant daily supply shortfall. This has a direct knock-on effect on jet fuel availability and cost, posing a major challenge to the aviation and logistics industries.
In response to the crisis, DHL has demonstrated significant operational agility. The company has rerouted its Middle Eastern air hub operations, secured additional cross-border trucking capacity, and utilized its own fuel farm to mitigate disruptions.
The CEO expresses strong frustration with what he describes as increasingly complex and bureaucratic EU regulations. He cites the new customs rules, the pay gap directive, and packaging guidelines as examples that add cost and complexity without clear benefits.
The speaker questions whether financial markets are psychologically prepared for intermittent, 'on-off' geopolitical crises. He suggests that markets may be underpricing the risk and the significant time lag required to restore energy supply chains even after a conflict de-escalates.
Keep pulling the thread on Tobias Meyer.