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Freight Market Update, September 2026: A Sharper Gulf, a Longer Peak
Logistics Trends

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.

Sep 21, 20266 min read
IMO Sulphur Cap, Emission Control Areas and Scrubbers Explained
Shipping Modes

IMO Sulphur Cap, Emission Control Areas and Scrubbers Explained

The IMO sulphur cap and EU carbon surcharges are not the same charge. One controls SOx air pollution and has applied worldwide since 2020; the other prices carbon. Here is how the sulphur rule, its Emission Control Areas and scrubbers actually work.

Sep 30, 20267 min read
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