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Forget about Mærsk as the integrator of container logistics
Today we soft launch our “Top Analyst Question(s) Award” drawing from yesterday’s Q3 26 (YAWWWNNNN) earnings call with Mærsk, when CEO Vincent Clerc tried to explain why all units are firing on all cylinders, almost a decade after the carrier’s reorg was disclosed (our exclusive from Oct 2018 is here), aiming for deep…
Mærsk prints billions, but doesn’t build confidence
It was a strong quarter for all three units. (Stock market reaction: -11.6% in early trade.) So opened the Q3 26 call with analysts by AP Møller-Mærsk (APMM) CEO Vincent Clerc, whose prepared remarks went on, and on, and on, and on for well over 10 minutes. That did feel like a good hour of my life wasted again and th…
GXO Logistics – it’s all about margins, stupid!
Three months after a beat-and-hold quarter tested the market’s patience, GXO delivered what it called its fastest organic growth in more than three years, largely finished integrating Wincanton and stepped up buybacks. Premium y’day wondered ahead of trade: ‘Where is the joy?’ – well, the shares rose 9.5% on the day o…
Transpacific the most profitable container trade by far, says Alphaliner
Carriers are earning up to $1.30 per nautical mile on spot shipments from China to the US west coast, making the transpacific by far the most lucrative major container trade. Alphaliner’s latest analysis of spot freight revenue per nautical mile highlights the growing gap between the transpacific and other major trade…
Explainer: CMA CGM and Maersk’s treat on disruption
CMA CGM and Maersk both treat disruption as a chance to lock in position, but they look for protection in very different places. This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The post Explainer: CMA CGM and Maersk’…
Ecommerce growth leaves Latin America’s air cargo imbalance unresolved
Growing ecommerce imports are reshaping Latin America’s air cargo networks, but have yet to resolve the region’s directional imbalance, with LATAM Cargo reporting that declining industrial shipments are offsetting some of the gains. Speaking to The Loadstar at TIACA’s Air Cargo Forum in Miami last week, LATAM Cargo gr…
Ryder acquires Efficiency Enterprises
PRESS RELEASE Ryder Acquires Efficiency Enterprises; Expands East Coast Fleet Network Nov 2, 2026 12:30 PM Eastern Standard Time – Expands Ryder’s truck rental, leasing, and maintenance footprint across six strategic Northeast, Mid-Atlantic, and Florida markets – Builds on Ryder’s growth strategy by increasing capacit…
China tests who governs Taiwan’s eastern waters
Α Chinese coast guard ship off Taiwan’s east coast broadcast a short radio message: it was carrying out law enforcement, and help was available if anyone needed it. This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The…
Amazon opens delivery network to all just as AI shopping agents reward the quickest
In 2026 Amazon Logistics has moved from an in-house network to a carrier for hire: any business can now buy its freight, warehousing and delivery; merchants using its fulfilment service can put Prime delivery on their own websites; and sellers can buy LTL labels through it. AI shopping agents, including Amazon’s own, …
PODCAST: TIACA’s Air Cargo Forum | Leadership changes and capacity concerns
In this bonus episode of The Loadstar Podcast, we catch up with Loadstar publisher Alex Lennane, fresh from Miami, where she attended TIACA’s Air Cargo Forum (ACF). Ms Lennane shares her key takeaways from the event, including the atmosphere on the ground, major leadership changes across the air cargo industry, and wh…
November 2026
This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The post November 2026 appeared first on Container News .
COSCO’s windfall quarter hides a longer game
Chinese state carrier’s 81% profit jump is borrowed from global disruption but the cash is being turned into structural power. This content is locked Select a CN Premium Subscription Package To Unlock The Content! Remember Me Lost your password? Don't have an account? Register The post COSCO’s windfall quarter hides a…
ONE ends slot charter on Maersk’s Qilin service
Ocean Network Express (ONE) has stopped chartering slots on Maersk’s Qilin service, according to DynaLiners. ONE joined the Shanghai–Australia connection in July 2026 and marketed it as the Australia Express (AUX). The service’s standard rotation is: Shanghai – Hong Kong – Sydney – Melbourne – Shanghai Maersk continue…
Sidra Line launches Türkiye–St Petersburg service
Sidra Line will introduce a new container connection between Türkiye and St Petersburg. The carrier will operate the service under its Türkiye Russia Express (TRX) designation. Sidra Line previously used the same name for a service connecting Türkiye with Novorossiysk. The new TRX service will offer one sailing every …
CNBC: Stock market rocked as investors dump tech shares
CNBC reports: The Nasdaq Composite tumbled on Friday, while the Dow Jones Industrial Average outperformed as traders moved out of key stocks related to artificial intelligence and into more defensive areas of the market. The tech-heavy Nasdaq lost 2.86% and closed at 25,437.00, posting its worst single-day performance…
FedEx revenue rises 12% as international freight business grows
FedEx reported revenue of $22.9 billion for the third quarter of calendar 2026, up approximately 12% from $20.4 billion a year earlier. The company benefited from higher package yields, increased freight volumes and ongoing cost reductions. (function () { var id = 'div-gpt-ad-article-inline-' + Math.random().toString(…
Full planes and fond farewells: air cargo does Miami
The weather was dreadful, the blueberries were under suspicion, and there were people dressed as rats outside the convention centre. Inside, however, air cargo was in a remarkably good mood. At TIACA’s Air Cargo Forum in Miami this week, the airlines had turned up in force, people wanted to do business, and anyone wit…
A platform to challenge ‘death by a thousand [D&D] invoices’
Congestion today could mean a fresh wave of disputed detention and demurrage (D&D) charges tomorrow, according to Sara Dandan, founder of FourOneOne. She told The Loadstar disruption at ports, including growing backlogs of containers at Los Angeles and Long Beach, was likely to translate into extra invoices in the com…
Maersk introduces reefer surcharge for shipments to Tema
Maersk will introduce a Peak Season Surcharge (PSS) for refrigerated cargo moving from the Far East, Middle East and Americas to Tema, Ghana. (function () { var id = 'div-gpt-ad-article-inline-' + Math.random().toString(36).slice(2, 10); var holder = document.createElement('div'); holder.id = id; var here = document.c…
Maersk reduces Middle East–West Africa contingency surcharge
Maersk will reduce its Emergency Contingency Surcharge (ECS) for shipments from selected Middle Eastern ports to West Africa. The revised charges will apply from a Price Calculation Date (PCD) of 1 November 2026. (function () { var id = 'div-gpt-ad-article-inline-' + Math.random().toString(36).slice(2, 10); var holder…