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Container Shipping

7 briefings, newest first.

  1. The Inversion Flipped: Transpacific Rates Surge as Truckload Cools

    Ocean rates climb to $4,526 per box with Shanghai–New York up 9%, while truckload spot rates roll over and flatbed posts its steepest drop since 2008.

  2. Maritime Markets: Opportunistic Rate Push Tests Weak Demand

    Carriers test a rate increase against weak demand, the U.S.–China truce holds ahead of an April reset, and chip capacity limits constrain AI expansion.

  3. Container Rates Surge Despite Weak Volume Fundamentals

    Carriers push container rates up despite soft volumes, Union Pacific files its $85 billion merger application, and factory activity keeps contracting.

  4. Maritime Logistics: Rate Momentum Reverses as Holiday Merchandise Lands

    Ocean rates turn down as holiday goods land, trade relief extends to Brazil, truck capacity finally rebalances, and cargo theft gets more sophisticated.

  5. Container Rates Surge as Carrier Discipline Returns

    Carriers' capacity discipline sends container rates higher, Walmart takes its AI playbook global, and reshoring momentum stalls on policy uncertainty.

  6. Trade War De-Escalation Creates One-Year Planning Window

    The U.S.–China truce opens a one-year planning window, container rates end a 17-week slide, and reshoring commitments pass $1.5 trillion.

  7. Supply Chain Tensions Escalate as the Trade Deadline Looms

    China pushes back on the 100% tariff threat ahead of the November 10 truce deadline, container rates end a 17-week slide, and Walmart and Symbotic commit $520 million to automation.