EU Transport Research and Innovation brief week 36 2026

Opublikowano: 2026-09-06

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...