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Hot Off The Docks


Red Sea Reopening: Why a “Return to Normal” Won’t Be Immediate.
A new Sea-Intelligence analysis confirms that even if the Red Sea corridor reopens in full, the global container network will not snap back to normal overnight. Months of diversion via the Cape of Good Hope have structurally distorted sailing schedules, vessel rotations, and capacity placement - and those effects will take time to unwind. Key Findings 1. Network disruption is already deeply embedded The crisis didn’t just delay transits - it rewired service patterns. Vessel

The Cargo Confidential
1 day ago1 min read


November GRIs: What’s Coming & Why It Matters.
As we head into November, carriers are lining up another round of General Rate Increases (GRIs) on Asia–Australia routes, and this round is more than a routine adjustment. The China–Australia market has officially tipped into peak-season territory - and not the gentle, seasonal kind. What began as a strong late-October rally has now escalated sharply, with carriers pushing freight rates to levels not seen since early 2024. GRIs announced for early November are not simply oppo

The Cargo Confidential
1 day ago2 min read


Incheon Port Bets Big on India & Indonesia as China Sourcing Slows.
The Incheon Port Authority is quietly rewriting the trade-map. As sourcing strategies drift away from China, Incheon is pivoting hard - launching its first direct container link to India and expanding greenfield ambitions in Indonesia. The implication for shippers: the “China + 1” catch-phrase just got real. Exporters grabbing space in India/Indonesia now may see more capacity and less congestion; those relying exclusively on China-first routing may find themselves in hot com

The Cargo Confidential
2 days ago1 min read


Air Cargo Peak Season: Quiet Confidence or Quiet Panic?
Peak season is officially “on paper” - but the mood across the air cargo sector is more watchful waiting than full-throttle demand. Forwarders are gearing up to release their earnings, and the numbers will say far more about the real state of the market than any glossy forecast. Behind the curtain, the big players, DSV, K+N, DHL, the usual suspects, are signalling a softer surge this year. Demand is patchy, capacity is lumpy, and premium uplift isn’t behaving like a tradi

The Cargo Confidential
2 days ago1 min read


Hot Off The Docks.
Weekly Freight Gossip | 8th October 2025 When your port fees go up faster than your blood pressure at month-end… welcome to global logistics, darling. Over in Chittagong, shipping lines have done what they do best: passed the buck. After the local port authority hiked tariffs, carriers promptly increased their fees because apparently “shared pain” is now a business model. 🔗 https://lnkd.in/dvAhpG2Q Meanwhile, the latest data out of China shows softening spot rates and carri

The Cargo Confidential
Oct 82 min read
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