Category: Uncategorized

Shippers to regain leverage in trans-Pacific contract negotiations The strength of holiday retail sales in the final month of 2025 and inventory levels approaching the Lunar New Year factory shutdowns in February will be the major factors determining the extent of pricing power in trans-Pacific contract talks. Go to journal of commerce

Maersk waives ‘disruption surcharge’ for Red Sea sailing on India–USEC trade The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024 following the industry-wide rerouting of vessels via the Cape of Good Hope in southern Africa. Go to journal of commerce

 CMA CGM’s Oceania–US East Coast service to kick off in February While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small base. Go to journal of commerce

E-commerce, AI demand to keep ex-Asia air freight under pressure Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult. Go to journal of commerce

Domestic intermodal to benefit from new lanes, faster service in 2026 Those factors will lift volumes, but true organic expansion depends on a recovery in the truckload market. Go to journal of commerce

CMA CGM reworks India-Med loop rotation to streamline Red Sea operations The carrier is now including calls at Malta, Port Said (Egypt) and Beirut on the weekly Medex itinerary, replacing Valencia and Barcelona in Spain and For-sur-Mer in France. Go to journal of commerce

Australian shippers call for end to ocean carrier anti-trust immunity Current anti-trust protections “have enabled foreign-owned shipping lines to exert disproportionate control over pricing and service levels” in Australia’s maritime industry, the head of a leading shipper group in the country says. Go to journal of commerce

Red Sea return poses disruption threat to Asia–Europe trade Although the timeline is still uncertain, a resumption of the shorter Suez routing brings its own risks, with analysts warning of the potential for significant port disruption and upward rate pressure. Go to journal of commerce

Evergreen to invest $174 million on new containers  The Taiwanese carrier said the box orders were split between three different suppliers, including its own manufacturing subsidiary. Go to journal of commerce

CBP to let importers tie ‘notify parties’ to key portal communications The change, effective Jan. 2, allows importers to digitally designate customs brokers to receive bills, checks and liquidation notices on behalf of clients. Go to journal of commerce

Carriers, POLA back UP-NS deal, citing lower transit times, costs ONE and SM Line are ocean carrier partners to Union Pacific on the West Coast, and a majority of UP’s international intermodal volume originates at the Port of Los Angeles. Go to journal of commerce

South Korea to invest $3 billion expanding foreign logistics, terminal network The investment plan was developed amid growing alarm that the country is losing out in the trade stakes due to a lack of investment by South Korean companies in overseas logistics facilities. Go to journal of commerce

Trans-Atlantic capacity injection overtakes market demand As 2026 begins, US import demand remains uncertain, but the record amounts of capacity container lines plan to deploy in January and February could put further pressure on already weak rates. Go to journal of commerce

Hapag-Lloyd, ONE expand terminal networks with deals in Brazil, China Hapag-Lloyd’s investment in the Aracruz terminal project in Brazil is part of a plan announced by CEO Rolf Habben Jansen last March to expand the carrier’s ports network to more than 30 terminals by 2030. Go to journal of commerce

Persistent supply-demand imbalance to keep US truckload rates in check Whatever capacity might exit the market in 2026, most analysts believe a strong resurgence in freight volumes is needed to enable a true rebound in truckload rates. Go to journal of commerce

Ocean service quality ‘under siege’ as pricing shifts in favor of shippers For shippers whose priority is low price, the possibility certainly exists that the next few years will serve up a favorable pricing environment, if not highly favorable, writes Peter Tirschwell. Go to journal of commerce

DHL, CMA CGM unveil emissions-cutting biofuel collaboration The agreement will result in a reduction of an estimated 25,000 mt of CO2-equivalent well-to-wake emissions for ocean freight transported under DHL’s “GoGreen Plus” initiative. Go to journal of commerce

Service-related issues to take center stage in 2026-27 ocean contract talks: sources Widening global overcapacity and import volume forecasts warning of weak volume growth will embolden cargo owners to attempt to secure more favorable fine print in their contracts on key service issues. Go to journal of commerce

Trump administration suspends wind energy projects over ‘national security’ threat The pause on work at five major offshore wind farms along the US East Coast is likely to have an impact on heavy-lift and project cargoes supporting the installations. Go to journal of commerce

Carriers plan rate hikes, revamp services on Asia-Latin America trade The moves come as capacity from Asia to the East and West coasts of South America has risen sharply this year, and as Mexico plans hefty tariffs against China. Go to journal of commerce

Geodis inks takeover deal to expand French trucking coverage The acquisition of Malherbe will enable Geodis to develop the French road freight market for truckload and less-than-truckload, and to increase its presence in the agri-food and mass retail sectors. Go to journal of commerce

Maersk takes ‘significant step’ towards return to Red Sea transits The carrier, as it sends a US-bound vessel through the region, said if security thresholds hold it will take a “stepwise approach” towards gradually resuming navigation on east-west services via the Suez Canal and Red Sea. Go to journal of commerce

UP, in merger filing, vows to convert millions of loads to intermodal annually Union Pacific sent a 6,000-plus page application to US regulators Friday seeking formal approval for its closely watched merger proposal with Norfolk Southern that would create the country’s first transcontinental railroad. Go to journal of commerce

Macquarie seals deal for new Maher lease at NY/NJ through 2063 The private equity fund that operates New York-New Jersey’s largest marine terminal agreed to the Port Authority’s new requirement to carry the cost of maintaining berths and wharves. Go to journal of commerce