Europe Editor, JOC (S&P Global)
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Articles by Greg Knowler
CMA CGM inks biofuel shipping deal with DSV
The carrier described DSV’s participation as part of a broader market trend, with an increasing number of customers choosing to use low-emission services.
Zim raises full-year profit forecast on strong market momentum
More than half the carrier's fleet is deployed on the trans-Pacific, where rates have been on a steep upwards trajectory since January.
CEVA targets $1 billion annual 'value' as focus shifts to organic growth: CEO
For railroads and their intermodal partners, the question is what happens to truck-to-rail conversion when the largest truck broker gets larger and better at pricing truck capacity, writes Paul Tonsager.
AI air cargo boom sets up strong peak season on the trans-Pacific
AI air cargo boom sets up strong peak season on the trans-Pacific Volume on the Asia-North America trade lane has recovered rapidly from the summer slowdown, with demand growth shrugging off soaring fuel prices and elevated rates.
CMA CGM closes $1.4 billion FedEx Supply Chain acquisition
The pool of drivers available to haul 53-foot domestic containers has shrunk since the freight recession began in 2022, making it harder for intermodal providers to respond quickly to the current surge in volumes.
ONE to restructure Asia, Africa regional headquarters
The carrier's apparent decision to return the TPI loop to the Red Sea/Suez route comes amid mounting industry pressure as several competing services have already made the move.
Shipping paralyzed as part of Rhine hits historic low-water level
Truckload moves toward higher rate equilibrium as capacity tightens Transportation executives and analysts told Inland26 the market is moving away from the abrupt rate increases and capacity disruption that characterized the initial phase of the upcycle, shifting toward a more orderly repricing of truckload freight.
Carriers roll out Asia-Europe rate hikes despite seasonal cargo slump
Liners are trying to halt a three-month rate slide on the trade lane, but will have their hands full amid China's holiday export slowdown and significant capacity being injected amid an increasing number of services reverting to Suez transits.
Diesel price hits UK record, piling costs on road hauliers
Port fees on Chinese-built ships likely off table until January The apparent two-month reprieve provides some relief to the 238 trade group signatories of a letter sent this week to the USTR urging the Trump administration to extend its suspension of the port fees, warning that renewed charges would increase shipping costs across the economy.
Reversing damage from IMO's net-zero delay crucial: report
The delay in adopting the policy framework is a key contributor to the mixed progress made towards the maritime industry's 2030 emissions-cutting goals, the report from two climate groups found.
Fleet efficiency shipping’s best hedge against fuel and regulatory volatility: DNV
Fleet efficiency shipping’s best hedge against fuel and regulatory volatility: DNV Improving vessel fuel consumption is the most immediate and practical lever available to shipowners, offering value across a range of possible fuel futures, according to a new report by a classification society.
Greater CBP scrutiny looms over US international mail imports
Port NOLA says legal challenge to terminal will not stop work The Louisiana parish that is the site of a proposed mega-terminal can proceed with a lawsuit that seeks to nullify the agreements Port NOLA struck to get property for the terminal.
‘Flexible’ deployments help MSC to sustain trans-Atlantic rate premium: Xeneta
US importers are scrambling to keep northbound freight from Mexico moving as temporary business visitor visa revocations cut deep into Mexico’s supply of cross-border truck drivers.
‘Flexible’ deployments help MSC to trans-Atlantic rate premium: Xeneta
The ability to customize port calls and aggressively manage capacity is translating into higher rates for MSC, while the Gemini Cooperation’s rates are below the market average despite its higher schedule reliability, according to rate benchmarking platform Xeneta.
Risky Suez back-hauls to speed delayed Asia-Europe services
Sending ships through the Red Sea should improve dismal schedule reliability, but an intensification of the war between Yemen’s Houthi militants and Saudi Arabia has elevated the risk of attack.
Risky Suez backhauls to speed delayed Asia-Europe services
The reinstated rail service will likely support automakers, their suppliers, and other industrial manufacturing in the Southeast.
Ocean carriers capitalizing on shift in pricing power: Maersk CEO
No way to separate Suez transits from around-Africa rates: Xeneta A third of deep-sea traffic that had been diverted since Houthi militant attacks began in late 2023 has now returned to shorter Red Sea voyages, but don't expect that to show up in freight pricing, says the analyst.
'Reckless' return to Suez questioned by global shippers' group
Former OOCL chief Tung Chee-hwa dead at 89 Tung took over running the family shipping interests, which included Orient Overseas Container Line and bulk operator Island Navigation, in 1982 following the death of his shipping magnate father, but immediately faced the fallout from a global shipping industry crisis.
Hapag-Lloyd to alter Zim bid to placate Israeli government
The electronics maker, seeking $186 million in restitution, alleges the ocean carrier did not perform its promised merchant haulage moves across US ports during the pandemic, saddling Samsung with excess late fees.
Asian exports lift air freight demand as summer slowdown fails to bite
Sources say what could be hundreds of containers are piling up in Harrisburg as an equipment shortage across multiple Norfolk Southern terminals in central and eastern Pennsylvania has slowed the flow of freight.
Port strikes hit Europe as schedule reliability drops to single digits
The escalating tussle follows an advisory from Adani Ports eliminating the flexibility of ocean carriers to nominate off-site depots for the storage of empty containers shipped through Mundra from Sept. 1.
Carriers will feel pressure to hasten Suez return: Sea-Intelligence
The latest move in that direction came Monday with MSC announcing it is shifting its Albatros, Jade, Himalaya and Tiger strings back to Red Sea transits, following similar moves by competitors.
London IMO meeting to put shipping's regulatory future under scrutiny
The number of drivers placed out of service in the US and Canada rose almost 19% from the 2025 Roadcheck, with almost 10% of those drivers in the US sidelined for failing to meet English language requirements.
Carriers attempt peak surcharges, rate increases on trans-Atlantic
Carriers continue to withdraw capacity as demand softens on the westbound trade lane, resulting in slow but steady rate gains through August on routes out of North Europe and the Mediterranean.
CMA CGM, Saudis ink deal for $434 million Jeddah port investment
It is the carrier's second massive terminal investment in the Middle East in the past few months and highlights the important role Jeddah plays as an alternative gateway to the war-torn Persian Gulf.
Logistics pioneer Klaus-Michael Kühne dies at 89
One of Germany's richest men, Kühne was seen as a visionary in the world of logistics, serving as CEO of Kuehne + Nagel for 17 years before becoming majority owner and then honorary chairman.
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.
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