Gulf Carriers Will Absorb Half of All New Air Cargo Capacity
Air cargo capacity is set to outpace demand in 2026, with Gulf carriers slated to absorb roughly half of the new wide‑body lift. Aevean forecasts about 1.7 million tonnes of fresh capacity for the Middle East and South Asia, dwarfing the 0.7 million tonnes headed to Europe and 0.6 million tonnes for North America. Freight‑specific deliveries are expected to remain steady at around 35 freighters, while narrow‑body production surges but adds little long‑haul cargo capability. Potential regulatory constraints on Boeing's 777 programme could further reshape supply beyond 2027.
New System Sees Truck Queues Build at Nhava Sheva Terminal
Hauliers at Mumbai’s Nhava Sheva (JNPA) terminal report truck queues of 25‑30 hours after a new slot‑allocation system was introduced at Gateway Terminals India (GTI). The bottleneck has left vehicles cleared by customs stuck for 3‑4 days, prompting the Nhava Sheva Container Operators’ Welfare...
The Rain in Spain Falls Mainly on Your Supply Chain
The U.S. Federal Maritime Commission (FMC) has opened a public investigation that could overhaul how vessels call at Spanish ports and how Spanish‑flagged ships operate in foreign harbors. The probe follows Spain’s November 2024 decision to deny docking privileges to...
Zhonggu Spreads Its Wings to Meet Manufacturing Shift
Zhonggu Logistics, China’s largest coastal container carrier, announced an order for six 6,000 TEU vessels, with options for two more, to support a strategic pivot toward intra‑Asia shipping as Chinese manufacturing relocates across the region. The mid‑size ships address port constraints...
Damietta Waits in the Wings as Suez Reopening Threatens Fresh Med Congestion
The episode examines the launch of Egypt’s Damietta Alliance Container Terminals (DACT) and its potential role as a relief hub for Europe’s container supply chain as Suez Canal traffic resumes. It outlines the combined 5.5 million TEU of new capacity in...
Seasonal Peaks Fail to Lift Airfreight as Rates Mirror Past Years
The episode examines why seasonal peaks, especially the pre‑Chinese New Year rush, failed to boost air‑freight rates in 2026, with global spot rates matching those of 2024 and 2025 despite differing holiday windows. Forwarders and industry experts, including Lana Radzina of...
Box Carriers Set New Surcharges Amid Winter Headwinds
The episode examines how severe winter weather across Europe is forcing major box carriers to impose new emergency surcharges, with CMA CGM adding $100 per container for shipments from North Europe to India and Maersk and Hapag‑Lloyd issuing similar cost warnings....
The Year of the Horse, but Good Luck Finding One with Wheels
The episode examines how the Chinese New Year (CNY) holiday, officially Feb 17‑23 2026, creates a six‑to‑eight‑week disruption to China’s inland trucking network, with capacity draining from mid‑January and only slowly returning by early March. It highlights the ripple effects on ocean...
High-Spending Carriers Still Have an Appetite for Larger Box Ships
The episode examines the robust demand for larger container ships, noting the orderbook has reached a 15‑year high at roughly 36% of the active fleet. Maersk Line is narrowing the gap with MSC by ordering eight 18,600 TEU LNG dual‑fuel vessels...