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#Red Sea

Red Sea, Cape Routing and the 2026 Capacity Squeeze
Logistics Trends

Red Sea, Cape Routing and the 2026 Capacity Squeeze

Why a longer route makes ships disappear from the market, how much capacity Cape routing absorbs, and what has to happen before Asia-Europe rates normalise.

Aug 5, 20264 min read
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
Hormuz and Red Sea Shipping Update, Late September 2026: What Changed Since the 21st
Logistics Trends

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.

Sep 25, 202610 min read