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Recent News and Analysis

Maritime News

  • El Niño forecast suggests risk of low water levels along Panama Canal
  • OOCL posts revenue decline in muted first quarter
  • Push for data center bans in US threatens project cargo surge
  • Cost-hit ocean carriers roll out series of rate increases, fuel surcharges
  • US imports of consumer electronics face threats to growth plans

Surface News

  • Revised UP-NS merger application will address deficiencies, critics concerns
  • FedEx Freight plans diversification as spin-off date approaches
  • STB rules for Norfolk Southern in dispute with CSX at Port of Virginia
  • California truckload rates rise as fuel spikes, capacity cuts tighten market
  • Jump in diesel prices alone not enough to boost intermodal fortunes: analyst

Air Cargo News

  • US-Iran ceasefire unlikely to spur air freight return to Middle East: analysts
  • Rising jet fuel costs challenging freighter viability as war enters second month
  • Demand for direct Asia-Europe air cargo fills rerouted Middle East flights
  • Asia-Europe air cargo space tightens as rates, fuel surcharges soar
  • As war rages, multimodal demand surges on Asia-Europe landbridge

Supply Chain News

  • Push for data center bans in US threatens project cargo surge
  • US imports of consumer electronics face threats to growth plans
  • project44 acquires agent developer to expand AI use cases
  • War-driven supply squeeze could boost US resins exports in 2026
  • US household goods imports flatten as housing weakness weighs on demand
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