News in Brief Podcast | Week 25 2026 | Surcharges and software outage
This week on News in Brief, host Charlotte Goldstone is joined by The Loadstar‘s managing editor, ...
PLD: DOWN SHE GOESPLD: REIT DEAL-MAKINGFDX: HOLDING UPVW: BIG DIVESTMENTAMZN: AI INVESTMENTMAERSK: ANOTHER UPGRADE GXO: CONTRACT RENEWALFDX: SELL-SIDE REACTION TO INTERIMSFDX: CONF CALL FDX: EARNINGS BEAT FDX: FREIGHT SPIN-OFF UPSIDEPLD: 'OPPORTUNISTIC DEAL-MAKING'PLD: REJECTED BY SEGROPLD: HUNTINGKNIN: BOND FINANCINGWTC: UP WE GODHL: NEW CFO APPOINTMENT
PLD: DOWN SHE GOESPLD: REIT DEAL-MAKINGFDX: HOLDING UPVW: BIG DIVESTMENTAMZN: AI INVESTMENTMAERSK: ANOTHER UPGRADE GXO: CONTRACT RENEWALFDX: SELL-SIDE REACTION TO INTERIMSFDX: CONF CALL FDX: EARNINGS BEAT FDX: FREIGHT SPIN-OFF UPSIDEPLD: 'OPPORTUNISTIC DEAL-MAKING'PLD: REJECTED BY SEGROPLD: HUNTINGKNIN: BOND FINANCINGWTC: UP WE GODHL: NEW CFO APPOINTMENT
Global supply chains are once again navigating turbulent waters. In this episode, we break down the immediate logistics fallout from the escalating conflict in the Middle East – from the closure of the Strait of Hormuz and vessels turning back mid-voyage, to collapsing air cargo capacity as Gulf airspace shuts down. What could this mean for freight rates, fuel markets, and global capacity?
Charlotte Goldstone is joined by Alex Lennane to unpack the biggest stories of the week, including the early impacts on ocean and air freight, the legal debate around force majeure, and the latest developments on US tariff refunds. Later, Gavin van Marle checks in from TPM in Long Beach with the key themes dominating conversations at the industry’s biggest gathering.
All this plus much more, in just 22 minutes!
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