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Articles by Greg Knowler
Hormuz return comes with big risk for carriers, even when war ends
Hormuz return comes with big risk for carriers, even when war ends Almost six months of ship attacks, on-again, off-again ceasefires and start-stop Hormuz transits has left liners with little incentive to put ships, crew and cargo in harm's way by returning to the Persian Gulf too early, analysts say.
Suez capacity sees rapid growth as ocean carriers hurry back to route
Hormuz return comes with big risk for carriers, even when war ends Almost six months of ship attacks, on-again, off-again ceasefires and start-stop Hormuz transits has left liners with little incentive to put ships, crew and cargo in harm's way by returning to the Persian Gulf too early, analysts say.
Zim expects strong H2 after locking in second-quarter gains
High rates and strong demand, particularly on the trans-Pacific, are expected to continue through the second half of 2026, the Israeli carrier says, as opposition grows to its takeover by Hapag-Lloyd.
German port union launches warning strikes
The project and a simultaneous volume surge reduced capacity at the Chicago-area terminal, although the railroad and its customers differ over how severely the disruption affected container availability.
Red Sea safety conditions sufficient for full return: Maersk CEO
Despite an attack on a cargo ship this week that killed six, Vincent Clerc says the carrier's own analysis, together with input from military and intelligence officials, indicates Maersk is not a target of Houthi militants.
Hapag-Lloyd hikes full-year profit forecast on sustained ex-Asia demand
The carrier's CEO expects solid demand out of Asia to continue through much of the year, putting a floor under rates while congestion at key ports and geopolitical disruption absorb excess capacity.
Port congestion now a structural part of global supply chains: Maersk CEO
The carrier said the surge in cargo demand and higher freight rates driven by the early peak season led the second quarter to outperform the first-quarter and year-ago periods.
Geopolitics, tariffs to sway second-half shipping outlook: Yang Ming
The carrier said the surge in cargo demand and higher freight rates driven by the early peak season led the second quarter to outperform the first quarter and year-ago period.
Low water on Rhine risks pushing bottlenecks back to Rotterdam, Antwerp
Typhoon Dolphin, the strongest to strike China so far this year, also disrupted coastal and inland supply chains after torrential rain caused extensive flooding in a broad swathe of the country.
Deadly Red Sea ship attack threatens to muddy return of Suez transits
Coming injection of big ships raises need for new deepwater access: analyst With a slew of 18,000 to 24,000-TEU newbuilds due to launch over the next three years, the search is on for new deepwater terminals on existing big-ship routes, but also in new geographies, writes Jeremy Masters.
Air cargo rates, volume slump after EU duty-free tax reform
New rules on low-value European imports are already changing market behavior, but the full impact on volume has yet to be measured just one month after the elimination of the de minimis exemption.
Low water on Rhine limits cargo access to German industrial heartland
Panama Canal draft limits could cut into US East, Gulf coast capacity Late-summer draft limits on the Panama Canal will mean the largest vessels calling the East and Gulf coasts won’t be able to fully load for peak shipping season.
Data center demand offers forwarders value-added services beyond air freight
Tailwinds provide 'favorable' H2 outlook for intermodal: analyst Higher diesel prices and rising truck rates seem poised to continue in the near term, giving the North American intermodal market an opportunity to maintain its steady performance in the back half of the year, writes Larry Gross.
DHL delivers solid Q2 result on booming Express sector
The momentum generated by air and ocean demand during the quarter is expected to continue through the second half of the year, the company's CEO said.
Global shipping calls on UN, IMO to ensure no Hormuz tolls
Global shipping calls on UN, IMO to ensure no Hormuz tolls The industry groups expressed concern as reports emerge that Iran and Oman are in talks on future shipping arrangements for the strait that would include tolls on vessel.
ONE triples full-year profit forecast after robust fiscal Q1
It is shaping up to be a profitable year for the ocean carrier's new CEO Till Ole Barrelet, who took over the top job from Jeremy Nixon on July 1.
Rhine water levels near record lows threaten inland cargo movement
Carriers, forwarders pile in to Africa trade as demand surges But the growth is overwhelming the port and inland logistics infrastructure needed to support it as enormous volumes from Asia flood the continent.
Carriers, forwarders pile in to Africa trade as demand surges
LBCT working around the clock to thin backlog of intermodal containers The terminal’s president said while the logjam — the result of “technical” glitches with LBCT’s ship-to-shore cranes in June — is being reduced steadily, it could persist well into August.
DSV, K+N scale up investment to capture AI-driven productivity gains
The ability to commit enormous human and financial resources to deploy AI-initiatives across divisions and geographies provides the world's two largest forwarders with a competitive advantage over smaller forwarders.
Air cargo carriers raise surcharges as jet fuel prices take off
UP, NS file supplemental merger information with US regulators The railroads say the answers they were required to file to questions posed by the Surface Transportation Board include customer protections that go beyond those contained in the original merger application.
K+N raises full-year forecast as market strengthens
The forwarder joins several other companies in the transport and logistics sector that have also raised their profit guidance following better-than-expected results.
Lack of capacity holds back Rotterdam’s first-half volume
The service had switched over to the Suez route in January before halting in early March when the Middle East war broke out.
Shippers face new emergency fuel surcharges as bunker prices spike
The prices of bunker fuel in Singapore have shot up in the two weeks since the US air strikes on Iran intensified, and ocean carriers aim to pass on the costs.
DSV narrows full-year forecast after solid first half
The forwarder gathered momentum through the second quarter, largely driven by the ongoing integration of Schenker business and strong performance from the air freight and contract logistics divisions.
Hamburg’s main terminal operator cuts 2026 outlook
US spot, contract truckload rates to rise through 2027: indicator A prime indicator of higher truckload contract pricing from DAT shows contract rates are still catching up with market conditions and may not peak until next year.
Persistent blank sailings now structural across trade lanes: Sea-Intelligence
Trades most impacted by the Red Sea diversions and closure of the Strait of Hormuz are getting more new ships, offsetting longer and delayed voyages, data shows.
Airlines put Middle East return on hold as hostilities resume
Carriers were due to restart flights to hubs in the region later in the summer, but a collapse of the ceasefire between the US and Iran has extended route suspensions.
Antwerp H1 volume falls as disruption, falling exports weigh on throughput
Chicago chassis fleet faces first post-COVID-19 test as West Coast imports rise The pressure remains far less severe than the shortages that disrupted inland supply chains during the pandemic, but after nearly four years of relative stability, truckers and rail workers say equipment gaps are emerging.
AI equipment competes with e-commerce for limited air cargo space | Journal of Commerce
Truckload shippers need to rethink what it means to be a ‘shipper of choice’ There’s still value to being a shipper of choice in the truckload sector, but the relationship needs to deliver deeper value on both sides of the carrier-shipper aisle.
Hapag-Lloyd hikes full-year profit guidance on robust demand
President Donald Trump provided no details on how the proposed 20% charge — the legality of which is already being questioned — would be assessed, implemented or collected.
Trump backs off plan to charge ‘security fee’ for Hormuz transits
Trump backs off plan to charge ‘security fee’ for Hormuz transits The president announced the about-face in a post on his social media platform, saying the US would instead be reimbursed for providing naval security in the region via trade deals with Gulf states.
Container shipping faces huge costs linked to US’ Hormuz ‘security fee’ | Journal of Commerce
President Donald Trump provided no details on how the proposed 20% charge — the legality of which is already being questioned — would be assessed, implemented or collected.
Volume surge boosts OOCL revenue in second quarter
Port of Houston’s plan for third container terminal put on fast track While the port says the new terminal will not be needed for a decade, work needs to start now to be ready for future volume growth.
Oversupplied ocean carriers steaming towards excess capacity after 2026
Despite the current absorption effects of geopolitics and network disruption, the volume of tonnage coming online over the next two years is likely to overwhelm the market, a Journal of Commerce webinar was told.
Oversupplied ocean carriers steaming toward excess capacity after 2026
Despite the current absorption effects of geopolitics and network disruption, the volume of tonnage coming online over the next two years is likely to overwhelm the market, a Journal of Commerce webinar was told.
Second Maersk service to transit Red Sea as Middle East war resumes
The restructuring injects new capital into the Ohio-based company just as the prolonged freight recession is ending and pricing power has swung back toward carriers.
Gulftainer unveils plan for Middle East ‘integrated logistics ecosystem’
Concerns over service data amid intermodal growth are overblown…for now The modest growth in domestic volumes the market has seen this year to date should be well within the sector’s capabilities to handle, but it’s far too soon to “declare victory,” writes Larry Gross.
DHL raises full-year profit forecast after Q2 revenue, earnings gains
The integrator’s positive earnings momentum was led by its air cargo-focused Express division that saw pre-tax profit increase 63% year over year in the quarter.
Cost pressures slowing decarbonization drive in UK logistics sector
Ocean carriers are reinjecting significant new tonnage between Asia and the east coast of South America after pulling ships away to serve an early Asia-Europe peak season.
Ocean carriers ride rocketing Asia-Europe rate hikes | Journal of Commerce
NS-UP merger could give Charleston needed rail boost: analyst The proposed merger of Union Pacific Railroad and Norfolk Southern Railway would create a single-line rail network that could shift discretionary cargo to Charleston and other underused East Coast infrastructure, writes rail analyst Paul Tonsager.
Gemini begins 'gradual return' to Suez-Red Sea transits | Journal of Commerce
NS-UP merger could give Charleston needed rail boost: analyst The proposed merger of Union Pacific Railroad and Norfolk Southern Railway would create single-line rail network that could shift discretionary cargo to Charleston and other underused East Coast infrastructure, writes rail analyst Paul Tonsager.
China-Europe air cargo capacity drops sharply as EU scraps duty-free import rule
The delays in Asia helped propel global port congestion to a four-year high, with almost 11% of the container fleet waiting at anchorage as of June 28, according to Linerlytica.
Latest ship attack puts IMO’s Persian Gulf evacuation plan on hold
The International Maritime Organization (IMO) has paused its Persian Gulf vessel evacuation three days after it was implemented following an attack on an Evergreen container ship sailing through the Strait of Hormuz on June 25.
CMA CGM acquires FedEx Supply Chain in $1.4 billion deal
The takeover means CMA CGM subsidiary CEVA Logistics will become one of the top contract logistics providers in North America.
Pause IATA's new air waybill rules until legal clarity resolved: forwarders
Brownsville’s ship channels now deepest along US Gulf Coast The Brownsville Navigation District unveiled its deeper ship channels last week as the South Texas port aims to be ready for heavier liquid and bulk commodity ships.
CMA CGM inks $400 million terminal deal at Omani Port of Sohar
The port has played a key role during the Middle East war with its location just south of the Strait of Hormuz providing the Persian Gulf with a multimodal gateway to global markets while the strait has been effectively closed.
Latest ship attack puts IMO’s Persian Gulf evacuation plan on hold
Just three days after vessels began exiting the Strait of Hormuz, the International Maritime Organization has paused the initiative and is demanding further clarity from the US and Iran over safety guarantees.
Heat wave in Europe shuts APM’s terminal in Rotterdam
The US retail inventories-to-sales ratio in April fell to its lowest in more than three years as the market ponders just how much steam the current frontloading push has left.
APM’s Rotterdam terminal resumes operations after heat-related closure
SC Ports said an uncertain trade outlook in the back half of 2026 coupled with the need to lower costs drove the decision to shutter the terminal for a “short-term pause.”
UK faces surge in cheap imports as EU eliminates duty-free access
Sources believe a potential vessel-sharing deal between the two could pave the way for a more balanced and resilient supply-demand environment for all participating carriers in India-North America trades.
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