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Recent News and Analysis

Maritime News

  • US manufacturing projects drive momentum for global industrial gas companies
  • SAL Heavy Lift, Intermarine combine under a single brand
  • Expeditors’ Q3 earnings beat forecast on air freight, customs gains
  • Soft demand in eastbound trans-Pacific overwhelms carriers’ GRI attempt
  • ONE halves full-year net profit forecast on projected H2 loss

Surface News

  • US LTL ‘land rush’ reaches its end amid long-term freight decline
  • Intermodal savings rose in Q3, but might not yield high rates in ‘26
  • CPKC-CSX target 2026 as big year for Mexico-Texas-East Coast trade
  • Top LTL carriers maintain profit while planning paths to freight recovery
  • CPKC slams UP, NS on Meridian congestion, merger plans

Air Cargo News

  • Air freight growth remains solid as verticals support non-stop momentum
  • Expeditors’ Q3 earnings beat forecast on air freight, customs gains
  • UPS volumes grow overseas in Q3 as China-to-US shipments drop 27%
  • Trans-Pacific air cargo to be driven by ‘vertical’ markets: forwarders
  • Rival Kuehne + Nagel circles DSV customers as ocean tender season nears

Supply Chain News

  • Expeditors’ Q3 earnings beat forecast on air freight, customs gains
  • Increased supply chain scrutiny at odds with customs enforcement capability
  • Year-long pause on US port fees targeting China vessels to start Nov. 10
  • Trade deal could boost short-term China imports, but uncertainty lingers
  • US, China suspend reciprocal port fees as part of wider trade deal
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