Oct 17, 2026 · 34 min · 12 segments
For years, project forwarders have complained that customers say they value quality of service but ultimately buy on price. So has the AI data centre boom finally produced a sector where the ability…
For LSPs who are experienced in other sectors of project cargo, what's the main advice you would give them about entering this business and what do they need to demonstrate before they even approach you?
You know, I think the biggest challenge I've found working with suppliers is the schedule slippage piece.
So, you know, we talk all the time about the black swan events that happen, you know, insufficient water levels at the Panama Canal and geopolitical risk and how that all impacts supply chain.
But I think what sets certain suppliers apart is the ones that are planning for that and implementing contingencies and have a...
I guess, have accepted that as the norm, but also built in resiliency into their delivery and transportation functions.
And by allergic, I mean like anaphylactic, right? So you cannot let the schedule slip.
There's just too many consequences, reputational and financial associated with that.
I mean, the reality is you're delaying the energization phase of these projects, which is something nobody wants to do, right? So there's an eventual turnover to a very talented group of engineers that energize our system.
And then there's a turnover to a very talented group of individuals that commission it.
I think our system is designed with knowing that grids and data center are going to have volatility, right? We know that there's going to be disruption in the way the data center behaves.
There was one in Northern Virginia recently in July that was felt all the way to Chicago.
We've expected those events and we've designed a system that ensures that there's no impact to the power path, that the data center is safe and that the grid is safe.
For LSPs who are experienced in other sectors of project cargo, what's the main advice you would give them about entering this business and what do they need to demonstrate before they even approach you?
You know, I think the biggest challenge I've found working with suppliers is the schedule slippage piece.
So, you know, we talk all the time about the black swan events that happen, you know, insufficient water levels at the Panama Canal and geopolitical risk and how that all impacts supply chain.
But I think what sets certain suppliers apart is the ones that are planning for that and implementing contingencies and have a...
I guess, have accepted that as the norm, but also built in resiliency into their delivery and transportation functions.
And by allergic, I mean like anaphylactic, right? So you cannot let the schedule slip.
There's just too many consequences, reputational and financial associated with that.
I mean, the reality is you're delaying the energization phase of these projects, which is something nobody wants to do, right? So there's an eventual turnover to a very talented group of engineers that energize our system.
And then there's a turnover to a very talented group of individuals that commission it.
I think our system is designed with knowing that grids and data center are going to have volatility, right? We know that there's going to be disruption in the way the data center behaves.
There was one in Northern Virginia recently in July that was felt all the way to Chicago.
We've expected those events and we've designed a system that ensures that there's no impact to the power path, that the data center is safe and that the grid is safe.
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