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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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…
Cargo airlines operating into Mumbai appear caught up in a double-whammy: capacity restrictions at the old airport in Mumbai City, due to airside infrastructure upgrades; and unexpected teething troubles at the new hub, Navi Mumbai International (NMIA). Both airports at India’s commercial hub are managed by Adani Grou…
While the port complex of Los Angeles and Long Beach has been processing record volumes through the summer, tonnages have slumped at the port of Oakland and the Northwest Seaport Alliance (NWSA) ports of Seattle and Tacoma. And for cargo owners, this means fewer options to navigate bottlenecks and disruption. The port…
Where we stand: US retail spending has held up into peak season, but US import demand appears to be holding rather than accelerating. In recent London meetings described in a 24 September JP Morgan note, Kuehne + Nagel (K+N) set out a more constructive view of its earnings mix: AI-related air cargo, Chinese brands exp…
On September 23, the day Xi Jinping landed in Washington, US Treasury Secretary Scott Bessent told Fox News that the US-China trade truce would run two months longer, to January 10, 2027. A marine insurer briefed its members the next day. Four days later, two giant pandas landed in Atlanta. Then I went looking for the…
In a nutshell: The 66-page complaint six carriers filed in East Texas pleads every theory RICO offers, plus a false advertising claim for good measure. Read closely, it is weakest exactly where RICO cases usually die, and strongest where the brokerage industry is most exposed. On 17 September 2025, CH Robinson publish…
The Airforwarders Association (AfA) has appointed former Airlink president and chief executive Steve Smith as its new chief executive. He succeeds Brandon Fried, who has led the association for 21 years and will stay on during the transition. Mr Smith spent 13 years leading humanitarian logistics organisation Airlink,…
Chittagong Port Authority (CPA) is seeking a private investor to develop a second inland container terminal at Pangaon, offering 22 acres beside the existing facility near Dhaka. The proposed terminal would add capacity for containers moving by barge between the capital and Chittagong Port, giving shippers another way…
Gemini Cooperation partners Maersk and Hapag-Lloyd will next month reroute their Asia-Med Loop 1 to transit the Suez Canal and Red Sea in both directions. Known as AE12 by Maersk and SE1 by Hapag-Lloyd, the string will become the fourth mainline service the Gemini partners have returned to Suez routings, following the…
CH Robinson and Total Quality Logistics (TQL) face a racketeering lawsuit from six US trucking companies that accuse them of winning freight with allegedly non-compliant carriers at prices the plaintiffs could not match. One plaintiff, Freymiller Trucking, says it has identified $51.2m in lost sales across 63 customer…
Back in Egypt again for the fifth time in two years, slowly becoming an expert on Cairo and starting to train local Uber drivers on shortcuts. Being my first trip since the start of the US-Israel war on Iran, I wondered what the mood in a place like Egypt would be, where the energy price shock from the war should hit …
Vessel space demand from China to India continues to be strong, keeping container freight rates on the intra-Asia tradelane elevated. For example, average spot rates from Shanghai to JNPA have climbed 20% since end-August, and currently stand at around $3,700 per teu and $3,850 per 40ft, according to new data from mar…
Quick update: Washington and Beijing have pushed their Busan truce, including the suspension of port fees on each other’s ships, to 10 January. That buys shippers time, and it sets a new cliff four weeks before Chinese New Year. Treasury Secretary Scott Bessent said on 23 September that Washington and Beijing had agre…
Cosco Shipping Specialized Carriers, has started shipping BYD electric vehicles in frame containers to Brazil from Zhuhai Port, in China’s Guangdong province. The move is a solution to the shortage of car-carrier vessels (PCTCs) and meet the high demand from Brazil, which is now the largest importer of Chinese cars, b…
Recap: the Surface Transportation Board (STB) has made permanent the head of the office that tests merger economics, eight weeks before opening comments on Union Pacific's bid for Norfolk Southern fall due. A leaner agency will do that work, and shippers who want their objections to land should bring their own data. O…
A surge in vessel delays, driven by typhoons and port disruption in Asia, has left 8.5% of the global container fleet effectively unavailable. New analysis from Sea-Intelligence suggests this equates to some 3m teu of vessel capacity – a fleet roughly equivalent in size to that of the world’s fifth-largest carrier. Sc…
Casual observers shared plenty of insight on social media earlier this month about AP Møller-Mærsk's (APMM) multi-year strategy as a "global integrator of container logistics" after a press briefing with CEO Vincent Clerc. Undoubtedly, APMM has learnt a lot from past mistakes – and not only in its core ocean shipping …
What’s keeping Transpacific freight rates elevated as the peak season approaches? This week, Gavin van Marle joins us to discuss the latest rate movements, the changing US-Canada trade relationship and a significant leadership shake-up at PIL. Plus, Awery’s Tristan Koch joins us to examine the latest airfreight data, …
Airfreight markets are facing constant disruption, from shifting ecommerce flows and changing rates to tight capacity and growing uncertainty across major trade lanes. Tristan Koch, chief commercial officer at Awery Aviation Software, joins host Charlotte Goldstone to discuss the latest China-Europe ecommerce trends, …
With the last sailings before China’s Golden Week begins on 1 October, container spot rates on the transpacific trades finally began to tail off. Spot rates from Asia to the US west and east coasts have been consistently rising since the end of August in a late peak season pricing rally – last week they breached $10,0…
Hong Kong International Airport (HKIA) is looking to capture more Vietnamese export traffic through a new road-air corridor that takes cargo from Hanoi through mainland China before connecting with flights from Hong Kong. But while Hacis, the value-added logistics arm of Hong Kong Air Cargo Terminals (Hactl), has comp…
Airlines and forwarders cannot be expected to identify undeclared batteries in ecommerce parcels if sellers fail to pass on accurate product information, an ecommerce specialist has warned following IATA’s call for dangerous goods checks to move further upstream. In a new white paper, IATA said 81% of dangerous goods …
Global container shipping reliability is at its lowest level for four years, as the congestion in Asia continues to disrupt liner operations. According to Sea-Intelligence, schedule reliability fell by 5.9 percentage points month on month in August, to 49.9%, marking the second consecutive monthly decline. The analyst…
Container freight rates on the India-Middle East trade have continued to climb, as ports in the conflict-affected region grapple with operational challenges. According to data from market sources, spot rates from India to the Middle East have spiked by 25%, to 40%, since the last week of August, as vessel capacity pre…
Unrelenting congestion and rising bunker prices have pushed intra-Asia rates up for a month. Drewry's Intra-Asia Container Index climbed for a fourth straight week, with typhoon and geopolitical disruptions combining with pre-Golden Week (1 October) demand to drive up spot rates across key routes. On 17 September, int…
Some forwarders on Europe-SubSaharan Africa trades are continuing to report strong momentum, their feelings backed by data, as Container Trades Statistics (CTS) continues to report healthy volumes in both directions. CTS’s July data (it reports two months in arrears) shows volumes climbed 2.3% compared with 2025 figur…