Against the usual early-year scenario, spot rates from Asia are falling sharply even as the annual negotiation season between shippers and carriers enters its decisive phase. Traditionally, the approach of the Lunar New Year is accompanied by a price increase aimed at strengthening the carriers’ bargaining power. This time, the...
The parcel locker specialist InPost is heading toward a delisting thru a cash offer valuing the company at around 7.8 billion euros. The operation would be led by a consortium headed by Advent International and FedEx, alongside the founder (through his investment vehicle) and an existing shareholder. According to the reported...
The South Korean carrier HMM is launching an early retirement program primarily targeting senior employes. The company offers a package including compensation equivalent to at least two years’ salary, along with support for retraining, reemployment, or entrepreneurship. Officially, HMM presents the approach as a lever for internal organization, aiming to streamline...
The energy issue is back at the center of maritime affairs. According to Seatrade, the European Union is considering a change in doctrine: replacing the mechanism of capping the price of Russian crude with a more radical approach, targeting maritime services associated with transportation. In short, the idea would be...
Maersk continues its fleet modernization with a significant order: eight container ships of 18,600 TEU, built in China at New Times Shipbuilding. Deliveries are scheduled over a long horizon, 2029–2030, which confirms a logic of structural renewal rather than a short-term opportunistic gamble. The choice of size is particularly interesting. Maersk...
The Greek owner listed in New York, Danaos, displays a confident outlook for the upcoming cycle and further expands its order book. In its earnings report, the group indicated that it had added six ships to its investment program, combining dry bulk and container vessels. On the dry bulk side, Danaos...
In the United States, the boundary between retail and logistics continues to blur: giants Walmart and Amazon are accelerating the opening of their capacities to third-party clients, consolidating their role as full-fledged logistics providers. This evolution is explained by a structural advantage: already massive infrastructure, data, execution network, and the...
The air freight market starts 2026 with a paradox: January’s performance is generally considered positive, but a closer look reveals volatility and areas of risk. The analysis highlights a sensitive point: the growth driven by e-commerce could evolve, and any player too exposed to “platform” volumes could face rapid adjustments...
The European Union is about to present a series of measures aimed at strengthening “Made in EU” industrial production, with a very concrete maritime component: shipbuilding and equipment. The central idea is to prioritize “non-price” criteria in public policies and market orientation — particularly sustainability and the origin of manufacturing...
In Buenaventura, Colombia’s main port access on the Pacific coast, the joint venture Sociedad Puerto Industrial de Aguadulce (SPIA) — bringing together ICTSI and PSA International — has just received new heavy equipment intended to accelerate the terminal’s performance. The site now includes two super post-Panamax cranes as well as...
