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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