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Future Transport and Logistics brief week 31 2026
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- Geopolitical Shield vs. Ocean Overcapacity: Asset-heavy ocean carriers are reporting massive profit surges as Red Sea diversions act as a "synthetic floor" for rates, but this is masking a looming structural overcapacity crisis with a global orderbook representing over 30% of existing capacity.
- EU Customs Reform (EUCR) Disruption: The abolition of the €150 de minimis exemption has rendered the direct-to-consumer air freight model economically unviable, forcing a major pivot toward bulk ocean imports and localized contract logistics to manage punitive per-item tariffs.
- Air Cargo’s AI Pivot: While e-commerce volumes stall, global air freight is seeing a massive surge driven by artificial intelligence infrastructure and semicond ...
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