<div class="phx-topic abstract-wrapper"><p>Two of Taiwan’s largest ocean carriers also announced they are spending a combined $600 million on orders for new shipping containers. </p></div>

Two of Taiwan’s largest ocean carriers also announced they are spending a combined $600 million on orders for new shipping containers.

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Container lines

Container Shipping News

Maritime

Evergreen, Wan Hai see Q3 profits more than double first-half results

<div class="phx-topic abstract-wrapper"><p>The South Korean carrier said the robust performance came as it focused on network expansion and high-yield cargo while navigating geopolitical risks and congestion at Asian load ports.</p></div>

The South Korean carrier said the robust performance came as it focused on network expansion and high-yield cargo while navigating geopolitical risks and congestion at Asian load ports.

Asia-Europe

Trans-Pacific

HMM Q3 revenue, profits at multi-year highs on rate strength

<div class="phx-topic abstract-wrapper"><p>Traditional contracts based on fixed rates for an entire year no longer adequately reflected the volatility of the container market, says Rolf Habben Jansen. </p></div>

Traditional contracts based on fixed rates for an entire year no longer adequately reflected the volatility of the container market, says Rolf Habben Jansen.

Hapag-Lloyd CEO calls for new approach to shipping contracts

<div class="phx-topic abstract-wrapper"><p>Yet even with a robust third-quarter performance, CEO Rolf Habben Jansen said a lack of available fleet capacity — particularly on the booming trans-Pacific — meant the carrier was unable to take full advantage of container shipping’s bull market.</p></div>

Yet even with a robust third-quarter performance, CEO Rolf Habben Jansen said a lack of available fleet capacity — particularly on the booming trans-Pacific — meant the carrier was unable to take full advantage of container shipping’s bull market.

Trans-Atlantic

Hapag-Lloyd’s Q3 profit surges, but capacity shortage caps growth

<div class="phx-topic abstract-wrapper"><p>Elevated pricing in the fourth quarter comes as shippers on the westbound trade lane prepare for annual long-term rate negotiations with carriers. </p></div>

Elevated pricing in the fourth quarter comes as shippers on the westbound trade lane prepare for annual long-term rate negotiations with carriers.

Asia-Europe demand, congestion support rates ahead of ocean contract talks

<div class="phx-topic abstract-wrapper"><p>The financing is meant to grow the NYSHEX Freight Index, which is used to price index-linked ocean freight contracts and four futures contracts that were launched in April on the Intercontinental Exchange.   </p></div>

The financing is meant to grow the NYSHEX Freight Index, which is used to price index-linked ocean freight contracts and four futures contracts that were launched in April on the Intercontinental Exchange.

Logistics Technology News

Supply chain

NYSHEX to expand futures contract pricing reach with new funding

<div class="phx-topic abstract-wrapper"><p>A new industrial trade cycle has dawned, one driven less by consumer demand and more by investment in the infrastructure underpinning electrification and the AI boom, writes a top Maersk executive. </p></div>

A new industrial trade cycle has dawned, one driven less by consumer demand and more by investment in the infrastructure underpinning electrification and the AI boom, writes a top Maersk executive.

‘New generation’ of cargo reshaping global trade as supply chains adjust

<div class="phx-topic abstract-wrapper"><p>Singapore reclaiming its port dominance requires shifting from a passive facilitator of ships to an active orchestrator of global supply chains — a transformation that cannot be led from ministerial corridors alone, writes Dr. Raymon Krishnan. </p></div>

Singapore reclaiming its port dominance requires shifting from a passive facilitator of ships to an active orchestrator of global supply chains — a transformation that cannot be led from ministerial corridors alone, writes Dr. Raymon Krishnan.

International ports

Rethinking Singapore’s maritime strategy amid supply chain orchestration

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The Journal of Commerce Intermodal Savings Indices (ISIs) measure the average differential between rates for US domestic intermodal rail and truckload service — both spot and contract — across 120 lanes by sending estimates to third-party logistics providers (3PLs) and shippers to review. The estimates include margins and fuel but exclude accessorial charges such as detention, demurrage (storage fees), excessive per diem, lumper fees and other fees. ISI data partners include DAT Freight & Analytics, the International Association of North America (IANA), InTek Freight and Logistics, Loadsmart, and Sunset Transport.

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<div class="phx-topic abstract-wrapper"><p>And CEO Vincent Clerc indicated the current high-rate environment bodes well for 2027 contract renewals, especially on the Asia-Europe trade.</p></div>

And CEO Vincent Clerc indicated the current high-rate environment bodes well for 2027 contract renewals, especially on the Asia-Europe trade.

Maersk raises earnings guidance for third time on freight rates, strong Q4 outlook

<div class="phx-topic abstract-wrapper"><p>China’s most important holiday begins on Feb. 6, 11 days earlier than this year, which will prompt exporters to lock in bookings sooner and push up rates, analysts and forwarders say.</p></div>

China’s most important holiday begins on Feb. 6, 11 days earlier than this year, which will prompt exporters to lock in bookings sooner and push up rates, analysts and forwarders say.

Early Lunar New Year set to drive up December ocean demand on Asia-Europe

<div class="phx-topic abstract-wrapper"><p>The railroad is metering the movement of containers destined for inland hubs in order not to overwhelm the terminals with cargo; it could be another week before service returns to normal.</p></div>

The railroad is metering the movement of containers destined for inland hubs in order not to overwhelm the terminals with cargo; it could be another week before service returns to normal.

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North-American rail

Intermodal providers

Surface

BNSF boosts New Mexico manpower to manage freight flow after flood

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<p class="joc_admin__paragraph"><i><em class="joc_admin__textItalic" style="white-space: pre-wrap;">Samsung SDS combines integrated shipment data, predictive technology and logistics execution to help shippers respond to disruption and manage costs.</em></i></p><p class="joc_admin__paragraph"><br></p><p class="joc_admin__paragraph"><span style="white-space: pre-wrap;">A container delayed at sea can disrupt a much larger plan on land. Truck appointments may need to move, warehouse labor may be scheduled against the wrong arrival date, and inventory expected for a customer order may remain out of reach. The cost of disruption builds as each downstream decision falls out of step.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">For ocean shippers, that uncertainty remains substantial. Sea-Intelligence reported global vessel schedule reliability of 49.9% in August 2026, with late vessel arrivals averaging 6.81 days behind schedule.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Managing this environment requires reliable information and a clear way to act on it. An alert has operational value when teams can establish which cargo is affected, what the delay means for the business, and which alternatives are feasible.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Samsung SDS brings these requirements together through data-driven global control tower operations supported by its logistics technology and execution capabilities. Its Global Control Center monitors shipments around the clock, with control tower teams responding to disruptions across a service offering that spans international transportation, inland movements, warehousing and final delivery.</span></p><p class="joc_admin__paragraph"><br><b><strong class="joc_admin__textBold" style="white-space: pre-wrap;">Building a reliable view of the shipment</strong></b></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Shipment information can sit across carrier portals, transport systems, warehouse records and email. Reconciling those updates takes time, especially when a shipment moves between providers or modes. A useful end-to-end view needs to connect those milestones and keep the information current enough to support the next decision.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Data quality matters as much as coverage. Teams need to understand whether a milestone is confirmed, whether an estimate has changed and how recently a record was updated. Without that foundation, staff can spend valuable response time reconciling conflicting updates before they can decide what to do.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Samsung SDS’s Cello Square platform uses AI to calculate estimated times of arrival (ETAs) from vessel transit times, port dwell times and congestion data. Predictive estimates give operators an additional basis for planning as conditions change. The company has also developed capabilities to detect potential transshipment and unloading issues.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Samsung SDS reports ETA prediction accuracy of approximately 95%. For shippers, the practical value of a more dependable forecast is the opportunity to adjust receiving and transportation plans earlier.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Port skip detection can flag when a vessel is likely to omit a scheduled call, giving teams time to reassess the shipment’s route and delivery plan.</span></p><p class="joc_admin__paragraph"><br></p><p class="joc_admin__paragraph"><b><strong class="joc_admin__textBold" style="white-space: pre-wrap;">Connecting risk detection with an operational response</strong></b></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">A global control tower needs to connect a developing event with the cargo it could affect. Samsung SDS uses AI to assess logistics risks, identify exposed shipments and notify the relevant customers and operators. Logistics specialists then assess the consequences and coordinate a response.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">That process brings commercial priorities into the decision. Consider a potential port omission: teams may need to weigh the cost and timing of unloading elsewhere against accepting a longer transit. They must also consider inland transport availability, warehouse receiving capacity and the customer’s delivery requirements. The recommended route has to work beyond the ocean leg.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Prioritization matters, too. A delay affecting a replenishment order with inventory on hand may call for a different response from one affecting a component needed for production. Linking shipment status to the shipper’s operating requirements helps teams concentrate effort where a delay would have the greatest impact.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">A case described by Samsung SDS shows what that can mean in practice. After detecting a potential skipped call at Genoa, the company arranged unloading at La Spezia and connected the cargo with inland transportation. Samsung SDS says the response avoided transportation delays for the customer.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">The value is in the coordination. Changing the discharge port only solves part of the problem if the onward truck, receiving slot and delivery commitment remain tied to the original plan. An integrated operating model allows those decisions to be considered together.</span></p><p class="joc_admin__paragraph"><br><b><strong class="joc_admin__textBold" style="white-space: pre-wrap;">Giving operators more time to manage exceptions</strong></b></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">The capacity to respond also depends on how logistics teams spend their time. Samsung SDS is applying AI and automation to routine processes, including order creation and proof-of-delivery handling. Its published workflows describe automatically registering bookings from emailed shipping documents and flagging discrepancies for staff review.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">For proof of delivery, the company has applied optical character recognition to reduce manual processing. These tools help keep operational records current while reducing the effort needed to collect and enter information.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">That gives operators more room to investigate a loading constraint, coordinate an alternative route or resolve a delivery exception. It also supports the control tower by reducing administrative work around the decisions that require human judgment.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">Over time, reviewing recurring exceptions can also reveal where a route, loading process or delivery handoff needs improvement. Those findings give operators a basis for changing the underlying process and reducing repeated interventions.</span></p><p class="joc_admin__paragraph"><br><span style="white-space: pre-wrap;">For shippers, useful measures include the time from an alert to an agreed response, manual processing effort and the cost of exceptions. Tracking those outcomes helps establish whether investment in visibility and automation is improving daily operations. Samsung SDS’s approach connects that investment with the people and processes responsible for moving the freight. By combining integrated data, predictive technology and global logistics execution, the company helps shippers carry a decision through to delivery, with the operational follow-through needed to protect service commitments and control costs.</span></p>

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Turning logistics visibility into action with global control towers

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<div class="phx-topic abstract-wrapper"><p>The fresh extension came after the two sides negotiated late into Friday night ahead of the latest deadline of midnight PT.</p></div>

The fresh extension came after the two sides negotiated late into Friday night ahead of the latest deadline of midnight PT.

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North American ports

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Longshore labor

PMA, ILWU Local 26 extend contract to Nov. 20 as talks continue

<div class="phx-topic abstract-wrapper"><p>The railroad says the comments threatening higher rates against those who oppose the NS merger were made in jest, but others argue they amounted to threats of retaliation that have prevented shippers from speaking out against the deal. </p></div>

The railroad says the comments threatening higher rates against those who oppose the NS merger were made in jest, but others argue they amounted to threats of retaliation that have prevented shippers from speaking out against the deal.

UP CEO Vena under fire for ‘offhand comment’ about Norfolk Southern deal

<div class="phx-topic abstract-wrapper"><p>The fresh extension came after the Pacific Maritime Association and ILWU Local 26 failed to reach a new deal after negotiating late into Wednesday evening. </p></div>

The fresh extension came after the Pacific Maritime Association and ILWU Local 26 failed to reach a new deal after negotiating late into Wednesday evening.

Strike deadline at LA-LB ports delayed again through midnight Friday

<div class="phx-topic abstract-wrapper"><p>Freight delays unwind on different clocks, and the gaps between those clocks decide who profits, writes Paul Tonsager.</p></div>

Freight delays unwind on different clocks, and the gaps between those clocks decide who profits, writes Paul Tonsager.

Container delays generate revenue for different parties at each stop: analyst

<div class="phx-topic abstract-wrapper"><p>The National Retail Federation said US ports in September ended up handling 2.37 million TEUs, making it the busiest month of 2026 and the third-busiest in the history of its Global Port Tracker. </p></div>

The National Retail Federation said US ports in September ended up handling 2.37 million TEUs, making it the busiest month of 2026 and the third-busiest in the history of its Global Port Tracker.

Evergreen, Wan Hai see Q3 profits more than double first-half results

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Maersk raises earnings guidance for third time on freight rates, strong Q4 outlook

Early Lunar New Year set to drive up December ocean demand on Asia-Europe

BNSF boosts New Mexico manpower to manage freight flow after flood

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