International lanes that don’t touch the US are growing package volumes faster as higher US tariffs disrupt established patterns, UPS said in its latest earnings report.
Some market observers believe the frontloading story of 2025 was overplayed and that destocking is actually the major theme this year, which will result in a more robust 2026.
Micah Mallace said SC Ports needs to return its focus to serving cargo owners and carriers after recent below-market volume growth.