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Recent News and Analysis

Maritime News

  • Lower freight rates hit Q1 revenues for Taiwan’s ‘Big Three’ carriers
  • Middle East-linked market ambiguity clouds India-US service contract plans
  • War-driven fuel costs add new twist to trans-Pacific service contract talks
  • Hapag-Zim deal could ignite another merger wave in container shipping
  • El Niño forecast suggests risk of low water levels along Panama Canal

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

  • Cathay Pacific cuts flights as soaring jet fuel prices hit operating costs
  • 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

Supply Chain News

  • First wave of IEEPA refunds to US importers to start April 20: CBP
  • 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
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