MSC, Mærsk & CMA CGM – where rivalry doesn't matter (and where it does)
Behind closed doors
This week’s News in Brief tracks a fragile balance across global shipping. Fresh investment into CMA CGM’s terminal portfolio highlights carriers’ long-term bets, just as renewed Houthi threats underline how uncertain a return to the Suez Canal remains and why Cape of Good Hope routings are still propping up today’s capacity balance.
Weather disruption across Europe and the US adds another layer of pressure, while earnings updates from UPS and others reveal the ongoing fallout from restructuring, fleet changes, and weakening demand.
Gavin van Marle unpacks the latest spot rate movements as the pre-Chinese New Year rush fades and carriers begin discounting to fill ships.
Alex Lennane brings updates from air freight and overland transport, including storm impacts, aircraft retirements, and fresh questions around rail consolidation in North America. Plus, a look at one of the few bright spots of the week: a new EU–India trade agreement that could signal a rare shift towards freer trade.
From Red Sea risk to rate wars, this episode lays out what matters now and what to watch next.
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