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Lufthansa Cargo rides airfreight pricing power to stronger yields

Lufthansa Cargo increased its base yields by 14% year on year in the third quarter, with strong demand and constrained capacity supporting pricing power, even as Middle Eastern airlines restored services. Overall yields rose 22%, as the carrier also successfully passed-on higher fuel costs. Adjusted EBIT more than tri…

The Loadstar Железные дороги
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ONE profits soar, thanks to surging rates and volumes

Ocean Network Express (ONE) has doubled its full-year profit forecasts to $2bn, after more than quadrupling its net profit for the three months to September, amid a surge in rates and volumes. Over the second quarter, July-October for the Singapore-based carrier, net profit hit $1.3bn, compared with just $285m, a year…

The Loadstar Аналитика
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Wave of feeder newbuilds could bring a chill to charter rates in 2027

Feeder containership charter rates could face downward pressure in 2027 as a wave of newbuild deliveries adds capacity to a market that has enjoyed strong earnings in 2026. Ship brokerage Intermodal research analyst Vasilis Fousekis noted that the time-charter rate for a 1,700 teu geared feeder had climbed to about $3…

The Loadstar Средний коридор
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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…

The Loadstar Торговля
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Air cargo cashes in on AI boom – but who has the edge?

There is no shortage of companies enjoying the AI boom – from airports to airlines and forwarders, the latest airfreight trend is filling both aircraft and coffers – but companies are now trying to find a way to prove their competitive edge in the market, whether by handling, network, or capacity. Expeditors yesterday…

The Loadstar Аналитика
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Schneider picks Norfolk over CSX, you say?

The carrier is changing its primary eastern railroad after 18 years. It could reshape competition for domestic containers – but the volume CSX will lose remains undisclosed, and the UP–NS merger is still only a proposal. The biggest question in Schneider National’s new rail deal is also the one nobody has answered: ho…

The Loadstar Железные дороги
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Infrastructure can’t cope with pace of pan-American air trade growth

Airport cargo infrastructure, as well as established ways of handling logistics, are being challenged by growing traffic. Airfreight capacity between Latin America and Canada is on the rise, courtesy of Air Canada (AC). Last month, the airline resumed service to Santiago and Lima, serving the Chilean capital with four…

The Loadstar Порты и суда
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Iran Says Four Oil Tankers Destroyed by Mines Near Strait of Hormuz

Four oil tankers were destroyed after hitting naval mines in an area south of the Strait of Hormuz proscribed by Iran as prohibited for navigation, Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Wednesday, as attacks on vessels in the region intensify while crude oil flows have dipped from recent highs. The f…

OilPrice.com Порты и суда
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Lady Luck and the lifer: Dan Wall’s Expeditors is on a tear

Stock value at record $206.23 intraday post-interims. Quarterly revenue up 42%, operating profit up 55%. A freight market delivering disruption, scarcity, and an AI infrastructure boom. Expeditors’ new chief executive has produced extraordinary results – however, the real test may be what happens when the market stops…

The Loadstar Железные дороги
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Dubai Benchmark Slips Into Contango for the First Time Since July

The curve of the Dubai benchmark is showing signs that rising oil flows from the Middle East are exceeding demand for the first time since early July, when the three-week U.S.-Iran ceasefire allowed millions of barrels to leave unhindered the Strait of Hormuz. Physical flows have been gradually rising for the past two…

OilPrice.com Порты и суда
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Rhenus sees Asia-Europe airfreight volumes grow despite challenges

Freight forwarder Rhenus has reported a double-digit percentage increase in its China-Europe airfreight volumes this year despite the impact of new European Union (EU) charges for the import of e-commerce packages. The Germany-headquartered firm said that between January and October its volumes from China to Europe ha…

Air Cargo News Порты и суда
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Upswing in domestic demand gives railfreight operators a revenue boost

Union Pacific led the way on the North American containerised rail freight front over the three months to October, amid all the noise surrounding its pending acquisition of Norfolk Southern – but it was not alone in enjoying a bountiful summer. In general, North American intermodal operators benefited from an upswing …

The Loadstar Железные дороги
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Vote opens on controversial Port of LA workforce disclosure rules

Californians head for the polls today to decide on Charter Amendment PRT – a package of changes affecting Los Angeles’s airports, harbour, and Department of Water and Power, including new workforce disclosure requirements for leases at the port. The measure would require applicants for certain new Harbor Department le…

The Loadstar Порты и суда
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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…

The Loadstar Торговля
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Major liners set to resume all Asia-Europe services through Suez

All the mainline operators look set to resume Suez Canal transits for their Asia-North Europe and Asia-Mediterranean services. Taiwan’s Evergreen will join its Ocean Alliance partners in doing just that this week, while Yang Ming and South Korea’s HMM will join their Premier Alliance partners restarting Suez crossings…

The Loadstar Порты и суда
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M&A down under: follow the money to see who hits the target

Bread-and-butter deal-making, typically in the $250m-$1bn range, is surging. As you may have noticed Yesterday, DeskOne highlighted another M&A trifecta coming our way, right after ‘Merger Week Delight: Scan + OIA; Boluda + Samskip; Contship + Tarros‘, from a few days ago. And the deal struck down under by US-based AI…

The Loadstar Порты и суда
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Fears a strike at San Pedro Bay ports could worsen congestion

Concern is rising among cargo owners and logistics providers that a strike at the Los Angeles/Long Beach port complex could turbo-charge the congestion there. About 250 watchmen, who perform security-related duties at container terminals at the twin ports, are poised to walk off the job at 5pm Pacific time on Wednesda…

The Loadstar Порты и суда
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$128bn tariff refunds – the money has moved, yet not everyone has been paid

Customs says it has certified $127.7 billion in unlawful emergency-duty refunds. Court records reveal an impressive processing system, a nearly $1 billion banking-information bottleneck and a legal divide that still leaves some importers waiting. The United States has built a remarkably efficient machine for returning…

The Loadstar Санкции и риски
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Saudi Aramco Profit Beats Expectations as Oil Prices Soar

Saudi Aramco beat analyst estimates of its third-quarter profit as higher crude oil and fuel prices offset the impact of oil supply disruptions due to attacks on its assets. The Saudi state oil giant on Tuesday reported an adjusted net income of $31.2 billion for the third quarter, up from $28.6 billion for the same p…

OilPrice.com Аналитика
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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…

The Loadstar Торговля
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Sanctioned Iranian Tanker Slips Past U.S. Blockade, Delivers Cargo to China

A sanctioned Iranian tanker carrying about 500,000 barrels of liquefied petroleum gas slipped past the U.S. naval blockade and delivered its cargo to China, according to United Against Nuclear Iran (UANI), which says it filmed the ship at a Malaysian anchorage along the way. Tanker laden with Iranian LPG transiting th…

OilPrice.com Порты и суда
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Rare Iranian Strike On Vessel Hundreds Of Miles From Strait Of Hormuz

Sunday saw another vessel attacked in Persian Gulf regional waters. The UK Maritime Trade Operations agency (UKMTO) reported that a ship was struck by two projectiles some 83 miles east of Ras al-Khafji, which is the Saudi town on the Kuwaiti border in the northern Persian Gulf. Significantly and unusually, this parti…

OilPrice.com Порты и суда
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Labour protests in Bangladesh garment sector threaten export deadlines

Bangladesh’s garment shippers face missed sailings and mounting pressure on delivery schedules as labour protests halt production and disrupt cargo movements to Chittagong port. Production was suspended at around 690 garment factories today, according to the latest information from Bangladesh, while roadblocks hampere…

The Loadstar Порты и суда
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Capital vs resilience – the intractable problem of port congestion

This week the great and the good of the port industry will meet in London when the International Association of Ports and Harbours convenes its annual gathering. With the IAPH’s membership mostly comprised of the world’s port authorities, high on the agenda will be how to solve the persistently high levels of congesti…

The Loadstar Порты и суда
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Ocean disruption offers no easy windfall for airfreight, warns DSV

Disruption to ocean shipping is not triggering a large-scale switch to airfreight – the cost of emergency lift is keeping most shippers at sea, according to DSV. Speaking at TIACA’s Air Cargo Forum in Miami last week, head of global airfreight Achim Martinka said such decisions depended on whether the business impact …

The Loadstar Порты и суда
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Cosco: Shipping vs Ports – same parent, not quite siblings

Delve straight into the numbers. In a nutshell: Chinese state-owned container line Cosco Shipping Holdings; (CSH) profit rose a whopping 81% in the third quarter as port congestion and long reroutes tied up ships and lifted freight rates, while Cosco Shipping Ports, the terminal operator it controls, reported flat pro…

The Loadstar Порты и суда