Here's your summary from llcargo On Why Supply Chain Outlook is Looking Up (https://www.youtube.com/watch?v=sf0h6UUgvwo) on the Bloomberg Television channel:

**TLDR:** UL Cargo Group expects growth in their international supply chain businesses in the second half of 2024 due to increased demand and improved margins.

1. UL Cargo Group reported a 6% revenue increase in the fourth quarter, with significant cost improvements in their Express business leading to a 15% increase in gross profit.

2. Demand for their flagship international publishing business, AQ Worldwide, has picked up, with freight rates increasing by as much as 4 to 5 times on certain trade lanes.

3. Visibility of cargo sailing and fuel delivery has improved, with customers booking cargo further in advance, indicating a positive outlook for increased volumes and improved margins.

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