Category: Newsletters

Newsletters

Middle East Tensions Increase Sea‑Air Demand

Air cargo operations across the Gulf were disrupted again following a wave of aerial threats on May 4, after UAE hubs reopened on May 2. This has raised concerns about the ceasefire, which the U.S. maintains is still in effect. As reported by Air Cargo Week, limited Gulf operations and ongoing airspace closures are estimated

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Newsletters

Containership Orderbook Reaches 13 Million TEU

The containership orderbook has reached a record 13 million TEU, as carriers continue to vie for market share, according to consultancy Linerlytica. The analyst warned in its Market Pulse report that capacity pressure is building. “Over-capacity will soon catch up with the market with over 5 million TEU scheduled to be delivered in 2028 alone,”

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Newsletters

Strait of Hormuz Tensions Escalate Following Missile Strike on Containership

ON May 5, the containership CMA CGM San Antonio was struck by a projectile while attempting to exit the Strait of Hormuz. The International Maritime Organization (IMO) confirmed eight seafarers were injured. In the aftermath, the U.S. military suspended its Project Freedom operation, which had been established to assist and guide commercial vessels stranded in the Persian

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Newsletters

Ocean Freight Market Softens but Structural Pressures Keep Rates Elevated

Drewry’s latest World Container Index (WCI) fell by 1%, marking its third consecutive weekly decrease. As reported by Drewry, the decrease reflects lower pricing on Asia–Europe, Trans-Pacific and Trans-Atlantic trade routes. “Despite elevated fuel costs and ongoing geopolitical risks, rates remain under sustained downward pressure due to excess capacity and low demand,” noted Drewry. Carriers

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Newsletters

Global Carriers Move Quickly to Restore Air Freight Connectivity with Venezuela

With the U.S. Department of Transportation lifting its 2019 ban on commercial passenger and cargo flights between the United States and Venezuela, international airlines are moving rapidly to re-establish air freight connections to the market. According to reporting from Air Cargo News, data from Rotate shows that total international cargo capacity to Venezuela increased by

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Newsletters

Regional Instability Contributes to Increased Maritime Piracy

As naval forces concentrate on escalating security risks in the Middle East, it leaves other areas such as the Somali coast less protected. According to the European Union Naval Force (EUNAVFOR) Operation Atalanta, instability driven by Iran war, continued Houthi attacks, and the crisis in the Strait of Hormuz has placed significant strain on naval

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Newsletters

Caught in Crossfire, Global Shipping Recovery Extends to 2027

Transits through the Strait of Hormuz are still heavily restricted. Commercial traffic is being affected by both Iranian enforcement and the U.S. naval blockade. As reported by Hellenic Shipping News, this has created an environment described as a “de facto closure”, regardless of official statements about a reopening. The situation has continued to deteriorate in

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Newsletters

IMO Climate Talks Enter Critical Phase Ahead of 2026 Deadline

The International Maritime Organization (IMO) will hold the 84th session of the Marine Environment Protection Committed in London from April 27 to May 1, 2026. As reported by splash247, the meetings are expected to be a critical step toward finalizing the global climate framework for the maritime industry that will have wide-reaching implications. Discussions will

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Newsletters

Jet Fuel Supply Disruptions Intensify Across Asia and Europe

Since February, jet fuel prices have near doubled as traffic through the Strait of Hormuz remains restricted. According to NPR reporting, the blockage is preventing deliveries of refined fuel from reaching global markets while also cutting off crude supplies to refineries worldwide. This disruption is significantly impacting the world’s three largest fuel exporters: China, South

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