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

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

China–Australia: Peak Season Has Officially Arrived The market has snapped into full peak-season mode — and not politely. Space has become the new gold, and carriers are flexing hard off the back of oversubscribed sailings and a rush to get cargo out before the US tariff window. What’s happening right now Carriers pushed through full GRIs for 1–14 November. Budget services are now sitting at USD1700.00 per TEU. Premium carriers leading at USD1950.00 per TEU. Extra loaders dep

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

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

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

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

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

👀 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

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