A limited supply of alternative fuels will not be helped by the one-year adjournment of the net-zero framework, Rolf Habben Jansen says.
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.