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<div class="phx-topic abstract-wrapper"><p>Original equipment manufacturers are encountering conflicting market forces stemming from increasing global energy demand alongside the disruption of US wind projects.</p></div>

Original equipment manufacturers are encountering conflicting market forces stemming from increasing global energy demand alongside the disruption of US wind projects.

Feature image

Energy demand, equipment upgrades give turbine makers second wind in US

<div class="phx-topic abstract-wrapper"><p>The project and a simultaneous volume surge reduced capacity at the Chicago-area terminal, although the railroad and its customers differ over how severely the disruption affected container availability.</p></div>

The project and a simultaneous volume surge reduced capacity at the Chicago-area terminal, although the railroad and its customers differ over how severely the disruption affected container availability.

Operations at CPKC Bensenville improving after paving-related delays

<div class="phx-topic abstract-wrapper"><p>Cargo theft appears to be falling as truckload capacity shrinks, analyses show, although losses are mounting and criminals are shifting and sharpening their focus. </p></div>

Cargo theft appears to be falling as truckload capacity shrinks, analyses show, although losses are mounting and criminals are shifting and sharpening their focus.

Tightening US truck capacity seen slowing cargo theft, fraud

<div class="phx-topic abstract-wrapper"><p>Despite an attack on a cargo ship this week that killed six, Vincent Clerc says the carrier’s own analysis, together with input from military and intelligence officials, indicates Maersk is not a target of Houthi militants.</p></div>

Despite an attack on a cargo ship this week that killed six, Vincent Clerc says the carrier’s own analysis, together with input from military and intelligence officials, indicates Maersk is not a target of Houthi militants.

Red Sea safety conditions sufficient for full return: Maersk CEO

<div class="phx-topic abstract-wrapper"><p>The latest initiative is being called an “addendum” to an emissions reduction agreement the Southern California ports and regulators inked late last year. </p></div>

The latest initiative is being called an “addendum” to an emissions reduction agreement the Southern California ports and regulators inked late last year.

New clean air plan for LA-LB includes funds for EV charging infrastructure

<div class="phx-topic abstract-wrapper"><p>The carrier’s CEO expects solid demand out of Asia to continue through much of the year, putting a floor under rates while congestion at key ports and geopolitical disruption absorb excess capacity. </p></div>

The carrier’s CEO expects solid demand out of Asia to continue through much of the year, putting a floor under rates while congestion at key ports and geopolitical disruption absorb excess capacity.

Hapag-Lloyd hikes full-year profit forecast on sustained ex-Asia demand

<div class="phx-topic abstract-wrapper"><p>The rigid annual RFP is a contract both sides abandon the moment the market moves; in a whipsaw freight market thinned by higher-for-longer interest rates, the flexible model is the disciplined one. </p></div>

The rigid annual RFP is a contract both sides abandon the moment the market moves; in a whipsaw freight market thinned by higher-for-longer interest rates, the flexible model is the disciplined one.

Stop signing one-year trucking RFPs; nobody honors them anyway

<div class="phx-topic abstract-wrapper"><p>In recent years, ocean carriers have maintained they have a natural hedge by passing on the movement in fuel prices to customers via the bunker adjustment factor, which explains why many consider actual hedging to be “gambling,” writes John McCauley. </p></div>

In recent years, ocean carriers have maintained they have a natural hedge by passing on the movement in fuel prices to customers via the bunker adjustment factor, which explains why many consider actual hedging to be “gambling,” writes John McCauley.

The murky world of bunker fuel cost management

LA-LB

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W-o-W: {previous_week_percent_la_lb.formatNumber('#.0%')} 
{y_o_y} {previous_year_percent_la_lb.formatNumber('#.0%')}

Oakland

{name}: {valueY.formatNumber('###,###.')} 
W-o-W: {previous_week_percent_oakland.formatNumber('#.0%')} 
{y_o_y} {previous_year_percent_oakland.formatNumber('#.0%')}

NWSA

{name}: {valueY.formatNumber('###,###.')} 
W-o-W: {previous_week_percent_seattle_tacoma.formatNumber('#.0%')} 
{y_o_y} {previous_year_percent_seattle_tacoma.formatNumber('#.0%')}

The Drayrates-JOC National Drayage Price Index measures weekly spot drayage pricing nationally, regionally, and across 10 markets, indexed to a baseline of 100 calculated from full-year 2024 data. Rates include linehaul and fuel for drayage in 20-foot, 40-foot and 45-foot equipment. Accessorials are excluded. The index is built from aggregated, anonymized market data using a standardized methodology designed to provide an objective measure of drayage market activity. Because the underlying dataset is broad and diversified, no single participant or transaction can meaningfully influence the index. [Drayrates](https://drayrates.ai/)

US West Coast drayage rates (Drayrates)

US West Coast spot drayage Indexes (DrayRates) Gateway

<div class="phx-topic abstract-wrapper"><p>The accelerating use of short-term, targeted contracts underscores the need to fill widening capacity gaps in shipper distribution networks as trucking rates climb higher.</p></div>

The accelerating use of short-term, targeted contracts underscores the need to fill widening capacity gaps in shipper distribution networks as trucking rates climb higher.

Use of mini-bids ‘blowing up’ as shippers seek shrinking truck capacity

<div class="phx-topic abstract-wrapper"><p>New rules on low-value European imports are already changing market behavior, but the full impact on volume has yet to be measured just one month after the elimination of the de minimis exemption.</p></div>

New rules on low-value European imports are already changing market behavior, but the full impact on volume has yet to be measured just one month after the elimination of the de minimis exemption.

Air cargo rates, volume slump after EU duty-free tax reform

<div class="phx-topic abstract-wrapper"><p>July’s imports will come in far lower than originally expected, while the end-of-year outlook appears more bullish, according to the latest Global Port Tracker from the National Retail Federation.</p></div>

July’s imports will come in far lower than originally expected, while the end-of-year outlook appears more bullish, according to the latest Global Port Tracker from the National Retail Federation.

US retailers downgrade July import forecast, but see healthier year-end

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<div class="phx-topic abstract-wrapper"><p>Terminal operators in Los Angeles-Long Beach have seen no changes in demurrage billing practices since the Federal Maritime Commission’s demurrage rule was struck down by an appeals court. </p></div>

Terminal operators in Los Angeles-Long Beach have seen no changes in demurrage billing practices since the Federal Maritime Commission’s demurrage rule was struck down by an appeals court.

Drayage industry hopes for FMC relief on demurrage billing

<div class="phx-topic abstract-wrapper"><p>Typhoon Dolphin, the strongest to strike China so far this year, also disrupted coastal and inland supply chains after torrential rain caused extensive flooding in a broad swathe of the country. </p></div>

Typhoon Dolphin, the strongest to strike China so far this year, also disrupted coastal and inland supply chains after torrential rain caused extensive flooding in a broad swathe of the country.

Latest storm brings fresh delays to Shanghai, Ningbo port operations

<div class="phx-topic abstract-wrapper"><p>Each gigawatt of US data center expansion requires 100,000 truckloads, and experts question whether existing truck capacity is sufficient to meet the construction demand.</p></div>

Each gigawatt of US data center expansion requires 100,000 truckloads, and experts question whether existing truck capacity is sufficient to meet the construction demand.

Data centers pulling on already shrinking pool of US truck capacity

<div class="phx-topic abstract-wrapper"><p>The peak season surcharge applies to spot market freight originating in California and low-volume shippers who move less than 10 loads per week.</p></div>

The peak season surcharge applies to spot market freight originating in California and low-volume shippers who move less than 10 loads per week.

Union Pacific raises California intermodal surcharges to $1,000 per box

<div class="phx-topic abstract-wrapper"><p>The ability of ports and inland infrastructure to absorb growing and increasingly imbalanced trade flows has become the new constraint on industry growth, Vincent Clerc says. </p></div>

The ability of ports and inland infrastructure to absorb growing and increasingly imbalanced trade flows has become the new constraint on industry growth, Vincent Clerc says.

Energy demand, equipment upgrades give turbine makers second wind in US

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Use of mini-bids ‘blowing up’ as shippers seek shrinking truck capacity

Air cargo rates, volume slump after EU duty-free tax reform

US retailers downgrade July import forecast, but see healthier year-end

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Stop signing one-year trucking RFPs; nobody honors them anyway

The murky world of bunker fuel cost management

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