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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
Oct 231 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
Oct 231 min read


October Logistics Report.
Your unfair advantage in a volatile supply chain In today’s market, reacting late is expensive. Capacity shifts, policy moves, rate changes and carrier behaviour now impact cost and delivery windows weeks before they’re visible in mainstream updates. The Cargo Confidential Logistics Report is built to give you the early intelligence needed to negotiate smarter, plan ahead and protect margin... before disruption hits your warehouse, budget or customers. Subscribers receive f

The Cargo Confidential
Oct 211 min read


The 2025 U.S. Tariff Reset: Commodities, Start Dates, and Supply Chain Fallout.
Overview The United States has further escalated its tariff regime in 2025, using a mix of national-security (Section 232) and emergency-powers (International Emergency Economic Powers Act — IEEPA) tools. Major commodities (steel, aluminium, copper, autos, furniture/wood) and key trade partners (China, India, Brazil, Canada/Mexico, EU) are all in play. Many decisions already in effect; others announced with looming commencement dates. Key for supply-chain operators: these cha

The Cargo Confidential
Oct 213 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


The Cargo Confidential: Golden Week Market Update.
👀 Spotted: China’s Golden Week (Oct 1–8) — the holiday that sends ripples through the entire global supply chain. With National Day and Mid-Autumn overlapping, carriers are bracing for disruption while shippers scramble to get space. 🚨 Asia-Pacific Pre-holiday rush: Vessels sailing Oct 1–8 already jammed with late September cargo. Carriers offering extended free time, then overbooking to the brim. Rates: Budget carriers dropped to $1,100–1,200/TEU, mid-tier services hoveri

The Cargo Confidential
Oct 72 min read


Boardroom Scandal Alert.
Super Retail Group just tossed its CEO, Anthony Heraghty, out faster than last season’s clearance stock. Why? Turns out his “relationship disclosure” didn’t quite pass the vibe check. Here’s the tea: 💔 Romance with the ex-HR boss = drama + toxic workplace whispers. 🚫 Board said: bye bye bonus, bye bye job. 💼 CFO David Burns is now running the show (interim glow-up). xoxo The Cargo Confidential 🖤 🔗 Read the news here

The Cargo Confidential
Sep 191 min read
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