The French carrier plans to enter the long-crimped trade lane via subsidiary brand CNC Line, with a targeted launch in January, market sources say.
Months of frontloading explain the harsher-than-usual import slowdown in the final months of this year, but uncertain consumer sentiment and ever-changing US tariff policy are keeping retail inventories running lean.
The ocean carrier said it still needs approvals from insurers and others, but the ceasefire in Gaza appears to be holding.
Rising e-commerce volume out of Vietnam is being piled on top of sustained and heavy demand for high-tech shipments, with space on freighters in short supply.
