Competition
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In a nutshell: Import Genius bill-of-lading data shows Amazon edged past KLN Logistics – previously known as Kerry Logistics – to claim the top NVO spot on the China-to-US lane in Q1 2026, by roughly 20 teu. Flexport’s VP and Global Head of Ocean Freight says that’s not a victory lap. It’s a structural trap.

The standard telling of Amazon’s rise in ocean freight is an invasion narrative: a tech Goliath storms the transpacific, climbing from 669th among NVOs ...

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