Middle East premium fades – but AI boom keeps air freight rates aloft
Air freight markets appear to be settling, with capacity largely returned to the Gulf, fuel ...
VW: THE IMPACT VW: MASSIVE JOB CUTS CONFIRMEDEXPD: BULLISHCHRW: POSITIONING AHEAD OF EARNINGSAMZN: IN THE NUMBERSAMZN: PEOPLE MATTER UNTILVW: THE LAST CUT IS THE DEEPESTJBHT: GEARING UP VW: BUYING TIMER: BIG VOTE OF CONFIDENCEAAPL: BEARISH HEDGEYE AAPL: THE BEAR CASEFDX: LIFE SCIENCES ORG UNVEILEDWTC: UPS AND DOWNSWTC: ASX ANNOUNCEMENT REGARDING DSV PARTNERSHIP VW: D-DAY
VW: THE IMPACT VW: MASSIVE JOB CUTS CONFIRMEDEXPD: BULLISHCHRW: POSITIONING AHEAD OF EARNINGSAMZN: IN THE NUMBERSAMZN: PEOPLE MATTER UNTILVW: THE LAST CUT IS THE DEEPESTJBHT: GEARING UP VW: BUYING TIMER: BIG VOTE OF CONFIDENCEAAPL: BEARISH HEDGEYE AAPL: THE BEAR CASEFDX: LIFE SCIENCES ORG UNVEILEDWTC: UPS AND DOWNSWTC: ASX ANNOUNCEMENT REGARDING DSV PARTNERSHIP VW: D-DAY
This week, the shipping industry hits new highs and new headaches.
MSC’s record 7m teu fleet cements its dominance, while Maersk eyes fresh megaship orders amid warnings of a looming capacity glut that could stretch to 2030. Gavin van Marle breaks down the latest rate moves, the growing talk of rate wars, and what Q3 results reveal about carriers’ financial standing.
In air cargo, Alex Lennane reports from TIACA’s Air Cargo Forum in Abu Dhabi, with exclusive insights from Etihad Cargo.
She also digs into Europe’s latest ecommerce crackdown, with France grounding Shein imports and Cainiao pausing expansion in Liège, plus how a prolonged US government shutdown could soon clip flight capacity.
From ocean overcapacity to airfreight uncertainty, this week’s episode keeps you up to date with the latest news across global logistics.
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