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Future Transport and Logistics brief week 36 2026
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Note sull'episodio
- Global ocean freight is severely bifurcated, marked by skyrocketing Transpacific spot rates (with Shanghai to New York hitting $9,587 per FEU) due to peak-season front-loading ahead of potential labor strikes. This directly contrasts with rapid rate erosion on Asia-Europe lanes where softening consumer demand and dropping blank sailings are releasing significant immediate capacity.
- A profound regulatory shock has hit the air cargo sector following the European Union's elimination of the 'de minimis' customs exemption. This policy has fundamentally dismantled the unit economics of direct-to-consumer e-commerce, causing outbound air tonnages from Hong Kong to Europe to plummet 33% year-on-year.
- Cascading supply chain contagion from the Strait of Hormuz conflict has taken up to ...
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