Логистика, транспорт и Транскаспийский маршрут из 45 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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There was a certain sense of calm about the container spot freight rate market this week, with slight declines on both the transpacific and Asia-Europe trades as capacity constraints eased and demand remained seasonally subdued. Drewry’s World Container Index (WCI) recorded a 2% week-on-week drop on its Shanghai-Rotte…
Access – or not – to freighter capacity is helping shape air cargo’s fortunes. IAG Cargo, which shed its freighter operations more than a decade ago, lost traffic following cancelled services, while asset-heavy DHL reported double-digit volume growth. But rising rates do not necessarily signal a late peak-season surge…
NYK has raised its dividend to ¥330 a share on a year swollen by the closure of the Strait of Hormuz and strong container rates, but its own guidance has second-half profit falling by more than 40%. Morgan Stanley values the company on a normal year worth less than half of this one and sees a risk the dividend is cut …
The Asia-North America tradelane is facing the highest ocean freight disruption risk over the coming weeks. Reduced carrier capacity and growing difficulty securing bookings threaten shipment reliability, according to WiseTech Global. The company’s November Ocean Freight Risk Outlook, released today covering weeks 45-…
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…
Organised criminal networks are increasingly exploiting identity fraud, carrier impersonation and weaknesses in freight verification, driving cargo theft losses across Canada and the US up 39% year on year, despite a sharp decline in reported incidents Verisk CargoNet recorded 2,072 of reported supply chain crime inci…
Hong Kong is reviewing permit fees charged to river trade vessels as it seeks to maintain its port’s competitiveness amid growing competition from mainland Chinese terminals in Guangzhou and Shenzhen. The secretary for transport and logistics, Chan Mei-po, announced the review in a written reply to the Legislative Cou…
Hindustan Petroleum Corporation Limited (HPCL), a major Indian state-owned refiner, is struggling to hire tankers to transit the Strait of Hormuz and pick up cargoes in the Gulf, chairman Vikas Kaushal has told Bloomberg. Despite the recovery of crude oil flows from the Gulf via Hormuz to nearly pre-war levels, buyers…
A decline in fuel use in China’s industrial sector has led to a 3.1% decline in carbon dioxide emissions in the third quarter of the year, the Finnish climate outlet Centre for Research on Energy and Clean Air has reported, as cited by Reuters. The lower emissions from the world’s largest generator of CO2 resulted fro…
BANGLADESH: Dhaka Mass Transit Company Ltd signed four depot and civil works contract packages for metro lines 1 and 5 on October 27. The construction of both lines was officially launched in 2023, but only depot development, land surveys and some site clearance works have been undertaken so far. Line 1 branch When co…
Crude oil prices were on course for a sharp weekly drop, with both Brent crude and WTI shedding 12% since Monday, following the results of the U.S. midterm elections, which gave rise to hopes that the war in the Middle East could be brought to a swift end. At the time of writing, Brent crude was trading at $99.42 per …
This week’s global railway supply chain news from Railway Gazette International. Stadler has begun construction of a SFr40m rolling stock commissioning centre at Weinfelden, close to the company’s headquarters in Bussnang. Designed by MP Architektur, it will have a main hall 210 m long, 35 m wide and 16 m high with fo…
Union Pacific must disclose Jim Vena’s conference video and produce records about possible retaliation. The railroad denies making threats, and regulators have yet to decide whether anyone was intimidated – or whether the merger review should continue. For a regulator assessing the largest proposed US railroad combina…
US and Turkmen diplomats focused on expanding trans-Caspian connectivity and promoting energy export diversification during annual consultations in Ashgabat. Turkmen officials are signaling a strong desire to improve trade ties with both South Asia and the West, while maintaining the country’s long-standing status as …
CNBC reports: The Nasdaq Composite plummeted on Thursday, erasing the sharp gains from the previous session, as investors accelerated their move away from technology stocks in the wake of the U.S. midterm elections. The tech-heavy Nasdaq declined 3.9% and dipped into correction territory, trading more than 10% below a…
The US Federal Maritime Commission wants research into when charges above compensatory cost actually speed cargo movement. For shippers, the critical distinction is between a delay they can prevent and one they cannot. A container is ready to leave a terminal, the trucker has an appointment, and the importer chooses t…
USA: Seattle’s Sound Transit and the Federal Transit Administration are to publish a draft environmental impact statement for the Ballard Link Extension light rail project on December 11, seeking public feedback by February 9 2027. The Ballard Link Extension would form a branch off the 1 Line, running 12.4 km from SOD…
Tanzania is seeking private partners to construct and operate two more standard gauge freight railways, and is also looking for additional rolling stock, according to Tanzania Railway Corp senior representative Eric Kibona and Benjamin Mbimbi, Assistant Director for Railways at the Ministry of Transport. Speaking to R…
The Californian port of Long Beach is predicted to handle more than 10m teu this year, for the first time. “It’s been a peak year,” Port of Long Beach CEO Noel Hacegaba told The Loadstar on the sidelines of the World Ports Conference in London this week. “This could well be the first 10m teu year for us.” His comments…
US importers using ‘delivered duty-paid’ (DDP) shipping arrangements face increasing compliance and financial risks, as Customs and Border Protection (CBP) intensifies its scrutiny of foreign importers of record, according to CargoTrans. Nunzio De Filippis, co-CEO, and Rennie Alston, director of trade compliance, warn…
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…
Maersk experienced a 27% year-on-year bump in its third-quarter revenues, hitting $18.1bn, buoyed by a sharp rise in container freight rates that more than offset a slight dip in volumes, prompting it to join ONE in revising its full-year outlook. While the Danish shipping and logistics group said revenue growth had b…
Uncollected imports are clogging cargo warehouses at Taiwan Taoyuan Airport, tying up dollies and slowing aircraft unloading as equipment arrives to support the island’s AI and semiconductor industries, according to local forwarders. Seko Logistics has reported handling pressure affecting China Airlines, EVA Air, and …
With the headline numbers pre-released three weeks ago, the full third-quarter report matters most for where DHL’s growth is coming from. Express still earns about 60% of group profit, but forwarding is winning air freight faster than its main rivals in a tight market, and Supply Chain’s new contracts are up 42% this …
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…
Congestion at several ports continues to put upward pressure on intra-Asia container freight rates, despite improving conditions at major Chinese gateways and key transhipment hubs. The result is the Drewry Intra-Asia Container Index (IACI) is up by $46, to $1,504 per 40ft. Spot rates from Greater China to North-east,…
KLM plans to consolidate cargo handling at Schiphol to accommodate additional freight without hiring more staff, as AI supply chains and disruption to ocean shipping strengthen parent Air France-KLM’s cargo business. The changes form part of a wider restructuring, announced today, aimed at improving KLM’s finances and…
Two oil tankers and a tugboat caught fire in the Strait of Hormuz, Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Thursday, as Iran continues to report a growing number of incidents with vessels trying to transit the Strait on routes unauthorized by the Islamic Republic. One of the oil tankers hit a naval min…
A majority of European Union citizens are in favor of an accelerated transition away from oil and gas and into alternative energy sources and transport electrification, a survey conducted by the European Investment Bank has shown, as reported by Reuters, which got an exclusive look at the survey. According to the surv…
TURKEY: The Ministry of Transport & Infrastructure has taken the first step towards development of a 500 km main line railway along the east of the country’s Black Sea coast between Samsun and the border with Georgia. The proposed route would run via the port cities of Ordu, Giresun, Trabzon and Rize before heading in…