Sharp Decline in Middle East Air Cargo Handled at European Hubs
European air cargo hubs reported a sharp drop in Middle‑East volumes in March 2026 following the Gulf conflict, with Frankfurt seeing a 44.3% decline and Amsterdam a 50% fall in outbound shipments. Capacity constraints prompted airlines like Emirates to deploy 50 preighter flights, while cargo to the Far East, Africa, and the Americas grew between 8% and 40% across the hubs. London Heathrow’s total cargo fell 6.6% as Middle‑East traffic slumped 54.3%, whereas Liège and Brussels recorded double‑digit growth, highlighting a regional shift away from conflict‑affected routes.
The Infrastructure Capital Recycling Machine in Action
Prologis' first‑quarter report shows a notable shift of its development capital toward data center construction, reflecting broader investor interest in digital infrastructure. Blackstone has filed to launch a $2 billion data‑center REIT, while the partnership between Prologis and GIC creates a...
Newbuild Orders Still Favour Feeders as Carriers Chase MSC Fleet Record
MSC became the first container carrier to hit a 1,000‑ship fleet with the delivery of the 11,480 TEU MSC Migsan, underscoring its aggressive expansion. While MSC pursues larger vessels, new‑build orders this week were dominated by feeder and sub‑Panamax sizes, reflecting sustained...
New ONE/HMM Med-West Africa Service a Boost for Algeciras Transhipment
Japanese carrier ONE and South Korean carrier HMM will launch a new Med‑West Africa service in July, deploying five 2,800‑TEU vessels on a rotation that includes Algeciras, Tanger Med, Dakar, Tema, Lekki and Abidjan. Marketed as MAX by ONE and MA2...
Bunker Fuel Prices Begin to Stabilise – but Not at All Ports
Bunker fuel prices are beginning to stabilise at Singapore, the world’s largest bunkering hub, after an early surge that saw very‑low‑sulphur fuel oil (VLSFO) breach $1,000 per tonne. The stabilisation reflects ample local stocks and fierce competition that keeps margins...
Rivalry Between Carriers and Forwarders Could Drive Gulf Rates Down
Drewry warns that rivalry between ocean carriers and freight forwarders could force Gulf container rates lower, even after recent spot rates doubled or surged up to four‑fold due to Strait of Hormuz disruptions. The analyst says any near‑term price spikes...
Expeditors’ Advisory – Damning Insight on Impact of War on T&L
Expeditors’ consulting arm, Onyx, released a stark advisory outlining how the US‑Iran‑Israel war is reshaping transport and logistics. The analysis highlights a $2 bn surge in shipping surcharges, freight‑rate spikes of up to 30%, and severe capacity constraints as the Strait...
Struggling Automotive 3PL Duvenbeck Seeks New Owner
German automotive‑focused third‑party logistics provider Duvenbeck is actively looking for a buyer after posting a €30 million (≈$33 million) loss in 2024. The firm hired PwC to scout potential owners, but major candidates DP World and Geodis have already declined. Waterland’s 2022 acquisition...
Saudi Logistics Lifeline ‘Won’t Go Back in the Box’ Post-War
The Iran‑War accelerated the creation of a Gulf land‑bridge, a 47‑day effort linking Saudi ports, rail and road corridors to bypass Red Sea disruptions. Saudi‑based Flow Progressive Logistics highlighted the Saudi International Corridor and a new rail line connecting King...
Dachser Warns of Geopolitics-Driven Rate Spike as Acquisitions Prop up Growth
Dachser warned that geopolitical tensions have reignited freight‑rate volatility, with ocean rates on the China‑Germany lane climbing over 20% and air rates rising more than 35% since the Middle East conflict began. After a 12.6% drop in air‑sea revenue to...
Air Freight Activity in the Gulf Continues Recovery, but Pace Slows
DHL announced a new Boeing 777‑200F Leipzig‑Dubai‑Hong Kong freighter service with five weekly flights, alongside a thrice‑weekly Leipzig‑Jeddah B474F lane focused on pharma shipments. The carrier also highlighted that Gulf airports are operating at about 51 % of pre‑crisis freight capacity, with Dubai’s...
Strait Stalemate: ‘Trade Will Find a Way’, but It Will Be Costlier and Take Longer
The ongoing instability in the Strait of Hormuz has forced container lines to overhaul operations, moving from an initial service suspension to costly indirect routings and now to a slower, more expensive reopening. Drewry’s three‑phase model captures the shift from...
Supply Chains Go Multimodal as Gulf Ports Expand Truck Facilities
The Middle East crisis has forced container carriers to adopt multimodal logistics, with trucking becoming the critical last‑mile solution. Gulf ports are rapidly expanding truck‑yard capacity, exemplified by Gulftainer’s new 45‑acre yard at Khorfakkan handling up to 1,800 trucks and...
US Rail: Is the STB Sugaring the Merger Pill with a Move on Switching?
The Surface Transportation Board (STB) is revisiting the 40‑year‑old captive‑shipper switching rules just as it evaluates the Union Pacific‑Norfolk Southern merger, the first potential transcontinental railroad consolidation in the United States. The regulator has ordered antitrust‑grade discovery, signaling a tougher...
Risk of Fraud and Disruption After Data Breach on Mexico Port Platform
A hacker from the Mexican group Sociedad Privada 157 breached the Ministry of the Navy’s Safe Smart Port (PIS) platform, exfiltrating 39.7 GB of data on roughly 640,000 logistics personnel. The compromised records include biometric identifiers, social security numbers, taxpayer IDs and...
FedEx CFO John Dietrich to Step Down
FedEx announced that Chief Financial Officer John Dietrich will step down, with his departure slated for the end of Q2 2026. Dietrich, who has served as CFO since 2020, oversaw the company’s shift toward higher‑margin parcel and freight services and...
US Importers Challenge New Tariffs as Economists Warn Section 122 Is ‘Wrong Tool’
Importers and a coalition of U.S. states have filed a new lawsuit in the Court of International Trade challenging the administration's use of Section 122 emergency tariffs. Economists supporting the case argue the statute, crafted for balance‑of‑payments crises under fixed exchange...
Surging Traffic at Transhipment Hubs Hits Container Supply Chain Efficiency
Sea‑Intelligence Consulting’s latest study shows that the world’s biggest container transhipment hubs are eroding overall schedule reliability. By comparing un‑weighted regional averages with volume‑weighted figures, the analysis reveals a five‑point drop in Asia‑North Europe trade performance driven by congestion at...
Trump Threatens Hormuz Blockade as FMC Eyes Probe Into Carrier Surcharges
Donald Trump announced a potential naval blockade of the Strait of Hormuz, heightening geopolitical risk for Gulf shipping. The U.S. Federal Maritime Commission (FMC) responded by warning shippers it is monitoring carrier war‑risk surcharges and may launch a probe for...
BBC: Trump Says US to ‘Blockade’ Strait of Hormuz After Talks Failed over Iran’s ‘Nuclear Ambitions’
Former President Donald Trump announced that the United States will impose a naval blockade of the Strait of Hormuz after diplomatic talks with Iran collapsed over its nuclear program. The statement came amid an escalating US‑Israel‑Iran conflict that has already...
Fuel Surcharges Give Rates to US a Boost – with More to Come
Ocean carriers have begun applying emergency fuel surcharges to U.S. shipments, pushing spot rates higher across major lanes. The World Container Index showed Shanghai‑Los Angeles rates rise 9% to $2,910 per 40 ft and Shanghai‑New York up 7% to $3,671. The most striking...
Russian Plan to Ban Foreign Carriers May Be ‘Symbolic’ Gesture
The Kremlin is drafting a decree that would bar major foreign container carriers—CMA CGM, Maersk, OOCL and X‑Press Feeders—from calling at Russian ports. The move comes after years of sanctions‑driven pull‑outs, leaving MSC as the sole major liner with two services...
Box Volumes Surge, but Instability Casts a Shadow
Global container volumes jumped to 15.04 m TEU in February, a 12‑13% year‑on‑year increase that outpaced the five‑year average despite the Chinese New Year lull. The surge coincided with a four‑point drop in the CTS Global Price Index to 74, suggesting...
DSV Cuts in Texas as Talk Mounts of Further Restructuring Ahead
DSV Contract Logistics filed a WARN Act notice indicating it will lay off 391 employees at its Wilmer, Texas distribution center. The cuts follow the loss of a major customer contract, prompting a complete cessation of operations at the site....
Feeders Still Dominate Newbuild Box Ship Orders
Feeder vessels continue to dominate newcontainer ship orders as major liners scale back on ultra‑large projects. Turkish provider Ya‑Sa Shipmanagement placed a $45 million pair of 3,100 TEU ships for delivery in late 2028, while China’s Zhonggu Logistics booked ten 1,800 TEU vessels...
Mediterranean Regional Feeder Networks Feeling the Strain Again
The east‑west Mediterranean feeder network is under renewed strain as Middle‑East tensions force ships to reroute around the Cape of Good Hope, turning container circulation into the primary bottleneck. Reliance on West‑Mediterranean hubs such as Algeciras and Tanger Med has surged,...
How to Bypass the Strait of Hormuz with a Trucking Landbridge
The Loadstar interviewed Gaurav Biswas, CEO of TruKKer, about the surge in over‑land trucking routes that bypass the closed Strait of Hormuz. Since the US‑Israel‑Iran conflict began, TruKKer’s freight volumes have jumped roughly 30%, straining smaller Gulf ports that were...
‘Self-Healing’ Supply Chains on the Horizon, Driven by Disruption, Says Flexport
Flexport announced that AI‑driven "self‑healing" supply chains are moving from concept to reality. The company outlined three stages of autonomy: unified data, zero‑touch execution, and automated problem resolution. It highlighted ongoing development of a single source of truth, digital routing...
Return to Normal for Hormuz Could Be Months Away, Says DHL
Senior DHL Global Forwarding executive Tobias Maier warned that a return to normal ocean shipping through the Strait of Hormuz may take four to six months, even if the US‑Iran cease‑fire holds. Approximately 40 vessels remain trapped in the Arabian...
Freightos Pivots to AI as Cost Cuts Expose Profitability Challenge
Freightos announced a restructuring that will cut up to 15% of its workforce, roughly 50‑60 global roles, to tighten costs and accelerate its AI‑driven product strategy. The Nasdaq‑listed firm targets adjusted EBITDA breakeven by the end of 2026, relying on...
Analysis: ‘Cream-Skimming, Not Divorce’ – Amazon vs USPS
Amazon and the U.S. Postal Service have reached a tentative last‑mile handling deal that trims Amazon’s planned 66% cut in USPS volume to a more manageable 20% reduction. The agreement keeps roughly 33,000 post offices in Amazon’s delivery network, preserving...
The Loadstar Snapshot Ep. 3: Why Air Cargo Fuel Surcharges Are Splitting Apart
Air cargo fuel surcharges, previously clustered around HK$3‑4 per kilo (≈$0.38‑$0.51/kg), diverged sharply in March as jet‑fuel prices spiked. Cathay Cargo lifted its long‑haul surcharge to HK$12.9 per kilo (≈$1.65/kg), while Lufthansa Cargo, Atlas Air, Japan Airlines and China Airlines...
Kremlin Plotting Ban on Major Box Carriers Entering Russian Ports
The Kremlin is drafting a decree that would bar foreign‑owned container lines from calling at Russian ports unless they are majority Russian‑owned and prioritize sanctioned cargo. The draft specifically names CMA CGM, Maersk, OOCL and X‑Press Feeders as prohibited carriers. The...
Non-Operating Shipowners Regain Their Taste for Modern Box Ship Tonnage
Non‑operating shipowners (NOOs) have surged back into the new‑building market, expanding their combined orderbook to 1.8 m TEU—three times the level a year ago. Their owned fleet remains 2.3 m TEU smaller than in late 2020 after a wave of sales to carriers,...
CNBC: JP Morgan CEO Jamie Dimon Flags Risks in Geopolitics, AI and Private Markets
JP Morgan chief executive Jamie Dimon told CNBC that 2026’s macro backdrop is fraught with three intertwined threats: escalating geopolitical volatility, the rapid, unregulated expansion of artificial intelligence, and stretched valuations in private‑equity markets. He warned that heightened US‑China tensions and Middle‑East...
TSA Budget Cut Could Lead to Air Cargo Security Privatisation
The Trump administration is proposing to slash more than $1.5 bn from the TSA budget and cut roughly 9,400 positions. The cuts include a $52 m reduction and a push to shift security screening at smaller airports to private contractors. Industry leaders,...
Air Freight Rates Surge Ahead of Ceasefire, While Fuel Fears Cloud Outlook
Air freight rates kept climbing despite a two‑week Middle East ceasefire, with the Baltic Air Freight Index up 15.8% year‑on‑year and Asian lanes near 30% higher. The surge stems from a sudden 30% capacity loss on the Asia‑Europe corridor after...
‘Book Short, Stay Flexible’ as Ecommerce Evolution Looms
The EU will eliminate its de‑minimis exemption for e‑commerce parcels on July 1, prompting a pre‑deadline rush that could flood the Asia‑Europe air‑freight lane and push rates higher. Capacity is already tight because roughly one‑third of the route relies on Middle‑East...
Feelings Run High as HMM Seemingly Pushes for Move to Busan
South Korea’s flagship carrier HMM appointed three Busan‑based non‑executive directors at its recent AGM, intensifying concerns that the company will relocate its headquarters from Seoul to Busan as pledged by President Lee Jae‑myung. The HMM Land Workers’ Union filed a...
WiseTech CEO Zubin Appoo: Why Logistics Must Get Ahead of Major Events and Risk
WiseTech CEO Zubin Appoo warned that the March shutdown of the Strait of Hormuz, triggered by the Middle East war, exposed how quickly supply chains can be crippled by geopolitical events. He noted that vessel transits collapsed from over a...
Mærsk in the Crosshairs: Hutchison Opens a New Legal Front over Panama
CK Hutchison’s Panama Ports Company has launched arbitration proceedings directly against APM Terminals, the terminal arm of Danish carrier Maersk, over the recent Panama Canal port transition. The claim now exceeds $2 billion, expanding beyond the original dispute with the Panamanian...
Container Fleet Growth Cools, but Charter Market Remains Hot
Global container fleet growth slowed in Q1 2026, with net capacity increasing only 0.8% and total TEU up 6.1% year‑on‑year. While deliveries eased, orders surged to 150 vessels, pushing the orderbook to 39% of the existing fleet and shifting focus...
Box Ship Hit by Missile After First CMA CGM Vessel Escapes Hormuz
A container ship was hit by a missile 25 nautical miles off Iran’s Kish Island, prompting safety concerns but no environmental damage. CMA CGM’s 5,500‑teu vessel, the Kribi, became the first western boxship to successfully navigate the Strait of Hormuz...
SeaLead Cuts Back as Iran Conflict and US Charges Hit Operations
SeaLead Shipping’s operational capacity has collapsed from a peak of 208,000 TEU in May 2025 to just 62,521 TEU across 14 vessels after the Strait of Hormuz was closed and U.S. authorities filed a sanctions‑related lawsuit. The Department of Justice...
GXO Logistics Sets Its Sights on Asia-Pacific Market in 2027
GXO Logistics announced plans to expand into the Asia‑Pacific region in 2027, pursuing both organic growth and acquisitions. The company’s Asian footprint currently represents less than 1% of total revenue, limited to Thailand, Malaysia, Singapore and a nascent presence in...
Red Sea Disruption Drives Shift to Smaller, Flexible Cold Chain Networks
Geopolitical volatility in the Red Sea is prompting major retailers such as Walmart and IKEA to redesign their cold‑chain logistics, moving away from large central warehouses toward smaller, regional facilities. Executives highlighted the need for faster decision‑making, regional sourcing, and...
Argentina’s MSL Group ‘Expands Its Presence Into APAC’
Argentina‑based logistics firm MSL Group announced a strategic expansion into the Asia‑Pacific region, opening new offices in Singapore and Hong Kong. The move aims to capture rising cargo volumes between Latin America and key Asian markets, leveraging the company’s existing...
Amazon Discloses 3.5% Fuel & Logistics-Related Surcharge
Amazon announced a 3.5% fuel and logistics surcharge on its marketplace orders, aimed at offsetting rising diesel and transportation expenses. The fee will be applied automatically at checkout and affects both direct‑to‑consumer sales and third‑party sellers. The move follows a...
Japan-N Europe Service Start Reinforces CMA CGM Standalone Aim
CMA CGM inaugurated its standalone weekly Japan‑North Europe Ocean Rise service on 2 April 2026, marked by the arrival of the 8,000‑teu CMA CGM Tosca in Kobe. The route, designed for Japan’s exporters, will eventually operate 14 vessels averaging 9,000 teu, offering transit times of 38 days...
Forwarders Call for Surcharging Regulation as Trust in Carriers Dissipates
Forwarders are pressing for an international regulatory framework to govern carrier surcharges after a wave of war‑risk fees appeared in March. Major lines such as CMA CGM, Maersk and ONE imposed charges ranging from $1,200 to $4,000 per standard TEU, adding...