Логистика, транспорт и Транскаспийский маршрут из 44 международных источников. Каждую статью читает ИИ: переводит на русский и оценивает влияние на Средний коридор по шкале от 0 до 10.
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Colombo’s increasing popularity as a transhipment hub is heaping cost pressure onto forwarders and shippers on the India-US tradelane, the Sri Lankan gateway’s newfound revenue stream having provoked a worsening tide of congestion. Recognising India is facing its own congestion issues, particularly at Mundra and Nhava…
Maersk has lost both its partners on Asia–East Coast South America in three months, and what looks like a local reshuffle is the alliance map redrawing on a trade the alliances never formally covered. In September, Zim quit Maersk's ASAS loop to launch the AS3/ZFS with Hapag-Lloyd; yesterday, Maersk and CMA CGM said t…
The beginning of China’s Golden Week national holiday yesterday appears to have coincided with a plateauing of the strong pricing peak that persisted on the transpacific trades throughout September. “Spot rates from Far East to the US ticked up again on 1 October, but we can say with a level of confidence that the mar…
Flydubai has had an interesting week – but the drama on the Tel Aviv flight rather overshadowed its launch of a freighter service in a bid to catch growing demand for ecommerce, specialised shipments and regional trade ill-served by narrowbody belly capacity. Yesterday, the airline introduced three B737-800 freighters…
Later this month, finance ministers from APEC's 21 member economies meet in Hong Kong, the first time the city has hosted the gathering. On their table is a digital infrastructure financing initiative, prepared with the Asian Infrastructure Investment Bank (AIIB), aimed at funding gaps in broadband, cloud computing an…
Athens provided the backdrop for Aviation Connect 2026 this week, with sunshine, warm temperatures, and the occasional rain shower – a fittingly changeable setting for an event that had plenty going on. The Tuesday-to-Thursday event spread delegates across a collection of rooms and tracks covering pharma, GSSAs, air c…
Hapag-Lloyd duly raised its 2026 profit guidance this week – a palatable appetiser before Mærsk, its partner in the Gemini shipping alliance, does the same (again) in a month's time? Those in the bull camp think so. The Danish carrier, which reports third-quarter results on 5 November, is forecast to disclose quarterl…
CMA CGM announced today that it has completed its $1.4bn takeover of FedEx’s contract logistics business, FedEx Supply Chain, which is set to be folded into the shipping line’s contract logistics arm Ceva. The deal will see Ceva’s North American footprint almost treble in size, according to CMA CGM, with the addition …
October will see almost all global ocean carriers make a tentative return to Suez transits on Asia-Europe sailings, after revised pro forma shipping schedules show the Premier Alliance is set to send one of its vessels on the route through the Red Sea and Egyptian waterway. The schedule of the 8,100 teu One Continuity…
In a move that could be a blow to air cargo booking platforms, WiseTech Global expects more forwarders to book airfreight directly within CargoWise, as it expands its airline connections and opens the platform to general sales and service agents. ATC Aviation Services, part of World Freight Company (WFC), has become t…
Thai Airways has landed something of a reprieve from an embargo on cargo services, after concerns over the country’s export sector prompted last-minute government intervention to tackle major labour and equipment shortages provoked by widespread flooding late last week. Having, on Tuesday, announced a six-day suspensi…
Wenzhou’s launch of a direct container shipping service to West Africa highlights a broader transformation under way across China’s port network, as improved infrastructure and rising demand from inland manufacturing industries blur the traditional distinction between river and sea ports. Situated in Zhejiang province…
I have talked to quite a few investors and trade sources in recent weeks, looking for consensus about DSV's existential crisis as well as Kuehne + Nagel's temporary rebound on the stock market and leadership, or lack thereof in the post-KMK world. Reality With that in mind. "Am I going to pay 25x forward earnings for …
US consumers will spend 6.7% more online this shopping season than last year, as the mix of goods shifts and the share of internet purchases increases – partly thanks to AI. However, one industry expert does not expect a significant increase in parcel volume, nor serious delivery bottlenecks. Despite inflation, US con…
Airfreight is becoming an increasingly important contingency option for shippers, but new rules on direct air waybills could cause complexity, according to Global Shippers Forum director James Hookham. At Aviation Connect in Athens this week, Mr Hookham said air had traditionally been regarded as “Plan B”, but since C…
The closure of the Hormuz Straits, now approaching its eighth month, has been predicted to lead to the permanent loss transhipment traffic for the Gulf’s two largest container facilities, Jebel Ali and Khalifa. Prior to the outbreak of the US-Israel-Iran conflict, the two UAE ports were a favoured waypoint for relay t…
Hapag-Lloyd’s hopes of acquiring Zim appear to be lying in tatters after regulators reportedly terminated a review of the deal, declaring the proposed framework no longer valid, effectively throwing the process back to the starting line. Israel’s Government Companies Authority (GCA) ended a review of the acquisition p…
CH Robinson has strongly refuted allegations in a racketeering lawsuit brought by six US trucking companies, and confirmed that carriers within the Super Ego network are no longer part of its freight network. The company told The Loadstar that the complaint mischaracterised its carrier relationships and inaccurately d…
Look here: A fuel bill explains much of SF Holding's weak second quarter at its latest update, but it does not by itself explain the stock's valuation. SF trades between FedEx and UPS on 2026 earnings, but at less than half their EV/Ebitda multiple. KLN trades more cheaply still, but SF's 51.52% holding is worth only …
Look here: A fuel bill explains much of SF Holding's weak second quarter at its latest update, but it does not by itself explain the stock's valuation. SF trades between FedEx and UPS on 2026 earnings, but at less than half their EV/Ebitda multiple. KLN trades more cheaply still, but SF's 51.52% holding is worth only …
In case you missed it: US Customs and Border Protection (CBP) can now void an importer of record (IOR) number the moment it finds inaccurate or borrowed details on Form 5106, and it tells the importer afterwards. The brokers and forwarders whose addresses and inboxes sit on those forms are the ones who will get the ph…
Nairobi appears to be moving beyond its traditional role as a flower-export gateway, with international cargo operators seeing new two-way flows emerging across perishables, ecommerce, pharmaceuticals and other time-sensitive cargo. Turkish Cargo, which operates four weekly freighter services to Nairobi, said the Keny…
Data-centre investment is reshaping trade flows and putting new pressure on the industry’s capacity balance, with hi-tech now the main engine of air cargo growth, according to consultancy Aevean. Aevean data shows hi-tech air trade reached 3m tonnes in the first seven months of 2026, compared with 2.8m tonnes for Chin…
  A profitable quote does not always become a profitable shipment. In this episode of The Loadstar Podcast, host Charlotte Goldstone asks where freight forwarders lose money between booking and delivery, and what they can do to protect their margins. Emma Crumpton, enterprise solutions director at Portcast, expla…
On September 17, 2025, CH Robinson published its Carrier of the Year winners. In the category for fleets of more than 1,000 trucks, the list read “Super Ego, Chicago, IL.” It was the kind of announcement a company posts, a few people like, and everyone forgets. A year later, six family-owned trucking companies put it …
FIDELITY's Jurrien Timmer writes: From playa decompression to P/E compression As has been the case for a few weeks now, the relative calm of the headline S&P 500 (SPX) masks quite a bit of turbulence underneath. The index is only 1% below its most recent all-time high as earnings continue to boom and margins conti…
German authorities are reportedly set to block Cosco’s acquisition of Hamburg logistics outfit Konrad Zippel, following pressure from security agencies that the deal would give China too great a handle across regional maritime infrastructure. Citing a “classified” note, German outlet Handelsblatt said the federal gove…
The strong, elongated container shipping peak season this year has led Hapag-Lloyd to add more than $1bn to its 2026 profit outlook. According to an investor note yesterday, its full-year EBITDA guidance has been upgraded, from $2.7bn-$3.7bn, to between $3.9bn and $4.4bn. Guidance for group EBIT has also been revised,…
Air cargo's next digital challenge is not simply digitising more processes, but connecting fragmented data across the supply chain, delegates at Aviation Connect in Athens heard today. According to Accenture Cargo’s product growth lead, Shanmugam Thangavelu, changing trade patterns, growing capacity, and the emergence…
Transpacific rates are set to fall – even as China and the US yesterday agreed to mutually cut tariffs on $30bn worth of goods, many of which move in containers. The “30-for-30” deal will see tariffs on more than 90% of listed products drop to standard, most-favoured-nation rates, covers a combined 1,696 product lines…