Tariff exposure round-up – Fedex, UPS, CH Robinson & Expeditors
…and the Class I railroads?
CH Robinson’s glass appears half-full. The forwarder is forecasting that the current air and ocean freight markets represent a perfect storm that will lead to peak season capacity constraints. Air Cargo News reports that with the peak shipping season having hit earlier than normal, spot market rates are already on the up. From CH Robinson’s POV, shippers requiring capacity should act now to ensure no headaches as the Christmas crunch hits proper.
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Widespread blanked sailings stave off major collapse of transpacific rates
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
Houthis tell Trump they will end attacks on Red Sea shipping
MSC revamps east-west network as alliance strategies on blanking vary
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
Gemini Cooperation carriers steam ahead of rivals in reliability stakes
Containership charter market feels the ripples from trade tensions
Changing shipment origin won't wash: US CBP turns away whole truckloads
Expeditors reports healthy growth in a 'frenzied landscape of tariffs'
Tariff on imported products for drugs would be hard for US pharma to swallow
Atlas Air stays bullish on US change: 'we're flexible, we can fly to other markets'
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