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Fresh intelligence
Early lunar new year means shippers need to plan ahead, says Seko
Seko logistics is urging shippers sourcing from China to bring forward purchase orders and confirm ocean bookings at least four weeks ahead of shipment, as an earlier lunar new year in 2027 threatens to compress the window for moving cargo
The Loadstar · Published 10/28/2026, 20:55Analysis: UPS – the cash line matters just as much as the earnings beat
With its planned cut in Amazon volume finished, UPS is growing the volume it wants, lifting revenue per parcel faster than cost and raising its outlook for the second quarter running, and the shares rose almost 6%. Forecasts for 2026 are co
The Loadstar · Published 10/28/2026, 20:13Cyclone Arnab brings more disruption along India’s eastern coast
Vessel-handling services have been suspended or restricted across several major ports along India’s east coast since Monday, due to Cyclone Arnab warnings. The severe storm made landfall on India’s eastern coastline this morning, bringing h
The Loadstar · Published 10/28/2026, 20:00DSV still a bargain after near-17% post-results rally?
There’s no denying that DSV’s stock rally post-Q3 26 update out last week (21 October) has been remarkable. (Sorry.) Regardless of: a) air and sea (A&S) volume growth that was nowhere close to that recorded by Kuhene + Nagel (K+N) in the th
The Loadstar · Published 10/28/2026, 19:44Shippers promise more freight to forwarders that deliver when it matters
Forwarders that help customers through disruption can win a larger share of their freight, major air cargo buyers told TIACA’s Air Cargo Forum in Miami yesterday – but executive assurances and technology pitches need to translate into bette
The Loadstar · Published 10/28/2026, 19:35CNBC: Goldman: Europe’s debt squeeze is hitting companies — but who’s vulnerable?
CNBC reports: Europe’s sovereign debt worries are starting to show up in corporate borrowing costs, potentially leaving some companies with less cash to invest or return to shareholders, according to Goldman Sachs. Corporate borrowers in Eu
The Loadstar · Published 10/28/2026, 15:58Champi’s support won’t reverse market trend
Typhoon Champi and persistent congestion at major Southeast Asian and South Asian ports are providing temporary support to container freight rates, disrupting vessel schedules and delaying some ships by up to three days. However, the reprie
The Loadstar · Published 10/27/2026, 23:30Shipping $ Series: SITC shareholders in line for bumper payout
Hong Kong-headquartered intra-Asia carrier SITC has seen its share price hit record highs in recent days after its board last week voted to approve a special dividend, returning some HK$5.4bn (US$688m) to shareholders. “The board is pleased
The Loadstar · Published 10/27/2026, 21:18No rail freight from London Gateway and Tilbury after storms
Shippers are scrambling to make alternative arrangement for inland container movements in the UK after a train derailment forced the suspension of rail services to key terminals in the south-east, including DP World London Gateway. More tha
The Loadstar · Published 10/27/2026, 21:07Tariff anouncements cause cargo chaos for box terminals, says TiL
Sudden tariff announcements, not tariff levels themselves, trigger costly cargo surges that terminals cannot absorb, delegates at TOC Americas in Cartagena were told. Rather than destroying container trade, said TiL Group’s director for ter
The Loadstar · Published 10/27/2026, 20:48£10bn sale of Associated British Ports – pension funds just love it
The UK’s largest port owner and operator is not a firm that The Loadstar covers much on a recurring basis. (But then came the news last week: ‘Australia’s IFM snaps up ABP‘, aka Associated British Ports…) To be honest, this is a pretty stra
The Loadstar · Published 10/27/2026, 20:22Maersk the most reliable carrier – but hits and misses for Gemini
MSC was the most reliable carrier across the east-west container trades in August and September, hitting reliability of 68.9%, narrowly ahead of the Gemini Cooperation at 68.4%, according to Sea-Intelligence. The result marks a reversal for
The Loadstar · Published 10/27/2026, 20:20MSC the most reliable carrier – hits and misses for Gemini
MSC was the most reliable carrier across the east-west container trades in August and September, hitting reliability of 68.9%, narrowly ahead of the Gemini Cooperation at 68.4%, according to Sea-Intelligence. The result marks a reversal for
The Loadstar · Published 10/27/2026, 20:20One vendor, 38 targets? Shipping’s cyber supply chain in focus
Earlier this month, the so-called ‘n0n’ extortion group named 38 maritime and logistics organizations in minutes. Researchers see signs of a common CyberLogitec-linked data source. That is a compelling warning, not proof that the vendor, or
The Loadstar · Published 10/27/2026, 20:06Produce shippers need better visibility and metrics to ward off costly delays
Faced with existential cost challenges, perishables shippers have welcomed the initiative of the Global Coalition of Fresh Produce (GCFP) to improve logistics flows through a charter of best practices – but some industry executives want bet
The Loadstar · Published 10/27/2026, 19:16FedEx appoints new CFO
PRESS RELEASE FedEx names Jamere Jackson as Executive Vice President and Chief Financial Officer Jackson is an experienced public-company CFO with a strong record of stockholder value creation MEMPHIS, Tenn., Oct. 26, 2026 – FedEx Corp. (NY
The Loadstar · Published 10/27/2026, 16:49Car carrier orderbook surge raises oversupply fears
The orderbook for pure car and truck carriers (PCTCs) has surged amid booming Chinese vehicle exports and elevated charter earnings, raising concerns that an expanding fleet could outpace demand as European restrictions on Chinese vehicle i
The Loadstar · Published 10/27/2026, 01:59US delays port fees for Chinese ships again – now until 9 January
After all the hooting, it seems the US is keen to again delay implementation of planned port fees for China-linked vessels, with the US Trade Representative (USTR) requesting the delay to give Washington and Beijing more time to negotiate.
The Loadstar · Published 10/26/2026, 21:27Congestion-induced ‘double sailings’ cancel out Golden Week blanks
Deployed capacity on the transpacific and Asia-Europe trades during this year’s Golden Week holiday was the highest on record, according to new analysis from Sea-Intelligence. Port congestion in Asia, caused by a succession of typhoons, led
The Loadstar · Published 10/26/2026, 21:01Asia Pacific the star performer as airfreight rates take off
Surging jet fuel prices have added to the upward pressures that have seen global airfreight rates climb above the highs of the previous two peak seasons, as the industry enters its busiest period of the year. Figures from the latest TAC-com
The Loadstar · Published 10/26/2026, 20:45OceanX: Insight on consol sector (and other) M&A alongside Kuehne, DSV updates
The epic ‘DSV vs K+N’ race passed another quarter, and now we do have Q3 results from both in. In short, DSV is not realising Schenker synergies as fast as intended in parts of the combined business and is also losing some volumes in a grow
The Loadstar · Published 10/26/2026, 20:27CH Robinson bets its AI army can outflank forwarding rivals
CH Robinson is deploying AI agents to recommend freight routings, prepare quotes, and process ocean bookings, arguing that its proprietary technology and customer data will widen its competitive advantage in global forwarding. The expansion
The Loadstar · Published 10/26/2026, 20:00China-India rates ease but port delays still a strain on services
Rates for containers moving from China to India have begun to cool as seasonal import demand, associated with India’s festival-driven consumption, loses momentum. New data secured by The Loadstar points to a 10%-20% decline in spot rates fo
The Loadstar · Published 10/26/2026, 19:35Analysis: Kuehne + Nagel invests up front to win next wave of customers
Where we stand with Kuehne + Nagel: Its next leg of growth – Chinese manufacturers going global, cloud builders and Amazon – is being funded up front: an equity-linked incentive for Amazon aircraft charters; working capital for hyperscaler
The Loadstar · Published 10/26/2026, 19:34