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Logistics Trends
Industry news, supply chain trends, and market commentary.
Container and Air Freight Market Update, Early October 2026
As of 6 October 2026, spot container rates into the US are at or near their highs while Asia to Europe keeps falling. Here is what moved since the 25 September updates, with each figure tied to its source and date.
Trade Policy and Customs Update for Shippers, October 2026
As of 6 October 2026, the US-China truce has a new date in a Treasury statement, but the Section 301 port fee suspension still ends on 9 November in the only legal instrument that governs it. This update separates what officials have published from what has only been reported.
Hormuz and Red Sea Shipping Update, Late September 2026: What Changed Since the 21st
Four days after our September market update, the Gulf picture has moved again: another fatal attack on a merchant ship, a blockade tally, talk of a phased deal, and mixed signals from the Red Sea. Here is what changed as of 25 September 2026 and what to do about it.
CBP Is Voiding Importer of Record Numbers: What Importers and Brokers Should Check
Since 18 September 2026, US Customs and Border Protection has said it will void any importer of record number whose Form 5106 data is inaccurate or incomplete. Here is what the Federal Register notice actually says, what is still unreported, and what to check this week.
US-China Vessel Port Fees Are Suspended, Not Gone
A fee that was announced at $150 per unit, revised to a completely different structure before it took effect, charged for less than a month, then suspended, is not a settled policy. It expires in seven weeks. Here is exactly where things stand today.
Peak Season 2026 Wasn’t Over When Everyone Said It Was
On 3 August, this publication covered an early 2026 peak season expected to fade by autumn. Six weeks later, the National Retail Federation reversed its own forecast, ports posted their busiest summer on record, and ocean rates climbed instead of easing. Here is what actually happened.
Freight Market Update, September 2026: A Sharper Gulf, a Longer Peak
Six weeks ago we covered a Gulf crisis pushing traffic around the Cape and an early peak season expected to fade. Neither read holds up unchanged. The Gulf situation has escalated further, and peak season did not fade, it got a second, larger wave nobody forecast a month ago.
Freight Emissions Reporting in 2026: What Shippers Actually Have to Do
GLEC, ISO 14083 and Scope 3 explained, plus the rules that changed in 2026, including the one that caps what you can demand from small carriers.
Ocean Carrier Alliances in 2026: Who Sails With Whom, and Why It Matters
Gemini, Ocean Alliance, Premier and the independents: the current line-up, capacity shares, and the schedule-reliability gap that is now enormous.
The Shipping Calendar to Chinese New Year 2027: Every Closure That Moves Your Cargo
Golden Week, Diwali, Chuseok, Chinese New Year and Ramadan: the confirmed dates, the ones not yet announced, and the week Korea splits from China.
Global Freight Market Update, August 2026: Rates, Routes and Risk
Hormuz is still effectively shut, the Cape is carrying Asia-Europe, tariff authority has been rebuilt from scratch and emissions costs are now fully loaded. A shipper's read on the freight market as of 9 August 2026.
Strait of Hormuz Disruption: A Shipper's Playbook for Gulf Cargo
Hormuz has been effectively closed to mainstream container traffic since late February 2026. Here is how shippers are still moving cargo into and out of the Gulf, and what it costs.