Future Transport and Logistics brief week 37 - 39 2026

Opublikowano: 2026-09-26

Ocean Alliances Conditionally Return to Suez, Signaling 2027 Overcapacity: Major carriers (Gemini Cooperation, OCEAN Alliance, MSC) have resumed trans-Suez routes, shaving 10–14 days off Asia-Europe transit times and releasing the ~8% of global container capacity previously absorbed by the Cape of Good Hope detour. This released capacity collides directly with a massive fleet delivery pipeline, projecting an 8.7% contraction in TEU-mile demand and an impending ocean rate collapse in 2027.EU De Minimis Repeal Decouples Air Cargo Markets: The permanent elimination of the European Union's €150 duty exemption on July 1, 2026, caused Hong Kong-to-Europe air cargo volumes to plunge 24% YoY. However, freighter capacity freed by the e-commerce coll...