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Carriers are recalibrating their focus as global trade growth accelerates outside the U.S., reflecting shifting economic dynamics and trade policy impacts.

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Recent News and Analysis

Maritime News

  • Offshore wind cancellations set up energy project pivot in the US
  • Container shipping faces ‘shallow’ downcycle amid strong carrier finances
  • US Gulf breakbulk ports lean into project boom
  • ONE takes stake in Busan’s Dongwon terminal ahead of Premier network shift
  • FMC rejects requests by carriers to waive waiting period for Middle East surcharges

Surface News

  • Diesel shock puts floor under trucking rates as demand shows some life
  • War hands railroads the ‘gift’ of higher diesel prices
  • UP adjusts intermodal pricing to win back volume as truckload rates climb
  • FedEx Freight battles weak US industrial sector ahead of spinoff
  • House committee advances bill targeting non-domiciled commercial driver’s licenses

Air Cargo News

  • Asia-Europe air cargo space tightens as rates, fuel surcharges soar
  • As war rages, multimodal demand surges on Asia-Europe landbridge
  • Middle East transshipment options to emerge in the coming days: DHL CEO
  • Air freight backlog set to gridlock Asia airports amid Middle East conflict: K+N CEO
  • Shipping avoids Middle East region after US, Israel begin strikes on Iran

Supply Chain News

  • FMC rejects requests by carriers to waive waiting period for Middle East surcharges
  • Houston cuts free time on reefer importers amid ongoing high dwells
  • New shipping crisis brings ‘resilience’ question to the fore again
  • Potential new US tariffs cloud sourcing strategies, peak season demand
  • STB declines to intervene on Meridian Speedway dispute
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