The AI sector’s voracious appetite for memory chips is taking a toll on supply chains for other industries, where companies scramble for new suppliers, facing scant supply, long wait times and…
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The introduction of new fees on low-value ecommerce imports into the EU triggered a sharp contraction in Asia-Europe freighter capacity – though there is confidence the market will eventually…
It may not have appeared at the top of CMA CGM’s Q2 release, but beneath a set of “strong” group results, Ceva Logistics’ profitability remains one of the conglomerate’s biggest challenges. The…
In week 30 (up to 24 July), Drewry’s World Container Index (WCI) stuck to the recently observed Fortnight Brace trend. (During this year’s peak season, on the Asia-Europe trades, we have nicknamed it…
South Korean exporters are enthusiastic about the country’s maiden container shipping voyage through the Northern Sea Route. Cargo is being booked for the 2,800 teu box ship to be chartered by…
UPS down -6.6% to $105.5 on the stock market yesterday after releasing, just ahead of US trade, solid Q2 26 earnings that best analysts’ estimates, also raising 2026 guidance for all its key…
CMA CGM and infrastructure investment firm Stonepeak have completed the formation of UNITED PORTS LLC, a joint venture that brings together a portfolio of major container terminals across five…
The Morning Manifest
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