Connect with us

Non classé

Freight rates elevated, but mostly level, as war stretches on – April 07, 2026 Update

Published

on

Freight rates elevated, but mostly level, as war stretches on – April 07, 2026 Update

Published: April 7, 2026

Blog

Weekly highlights

Ocean rates – Freightos Baltic Index

Asia-US West Coast prices (FBX01 Weekly) increased 11%.

Asia-US East Coast prices (FBX03 Weekly) increased 5%.

Asia-N. Europe prices (FBX11 Weekly) increased 2%.

Asia-Mediterranean prices(FBX13 Weekly) decreased 2%.

Air rates – Freightos Air Index

China – N. America weekly prices decreased 16%.

China – N. Europe weekly prices stayed level.

N. Europe – N. America weekly prices decreased 3%.

Analysis

We are approaching six weeks since Iran closed the Strait of Hormuz, and only a few vessels per day are being allowed through. Ships that are transiting are doing so via coordination with Iran and possibly payments ahead of time, which this week included a CMA CGM container vessel, the first from one of the major European carriers.

Besides containers moving to or from the Gulf states, ocean operations remain stable across the market, with rising fuel costs and availability the main factors impacting other lanes.

Ocean rates would typically be flat or easing this time of year in the soft demand period between Lunar New Year and peak season. But despite weak demand, transpacific container rates to the West Coast have climbed $700/FEU and nearly 40% since just before the war to more than $2,400/FEU, with Asia – N. Europe rates up 20% and $500/FEU to $2,900/FEU.

Earlier in the year, expectations were that carriers – facing a growing fleet and overcapacity – would face a significant challenge in keeping rates above last year’s levels. Indeed, up until the start of the war in Iran average transpacific spot prices were more than 50% lower than in January and February 2025, and Asia – Europe rates were 30% down year on year.

But that margin has steadily narrowed since the end of February, with rates surpassing last year’s prices in the last couple weeks, and current levels 8% stronger than a year ago for Asia – US West Coast and 22% higher for Asia – Europe.

At the same time, the downward pressure on rates from current supply-demand dynamics may be limiting the degree to which fuel surcharges and various other fees and GRIs are succeeding to push rates up, with reports of carrier discounts as well as benchmark levels well below announced FAKs.

Asia – Mediterranean prices of $3,800/FEU are up more than 7% and $260/FEU compared to the end of February, but have retreated from a high of $4,300/FEU in mid-March. Carriers nonetheless continue to announce upcoming price hikes, though the US FMC continues to deny carrier requests to waive the waiting period for new fees.

In addition to the cost of fuel, bunker availability is also a challenge. Only a month’s worth of fuel stocks remain in Singapore – the industry’s largest refueling hub – though Rotterdam, the second largest, remains supplied. If the war stretches on, carriers could start to slow steam or blank sailings to reduce fuel consumption, which could put additional upward pressure on rates.

Fuel availability is also becoming an issue in some regions for air cargo. Vietnam has canceled some domestic flights to conserve jet fuel, with reports of refueling restrictions in S. Korea and the Philippines as well.

Gulf carriers continue their capacity recoveries – with DHL estimating Emirates SkyCargo is back to 60% of its normal schedule, Etihad Airways up to 40% and Qatar Airways Cargo at 20% – but the remaining supply deficit, the volume shifts to alternate East-West routes, and rising jet fuel costs are keeping rates elevated.

Freightos Air Index data show S. Asia – Europe rates 62% higher than before the war at $4.17/kg, SEA – Europe prices up 33% to $4.50/kg and Europe – Middle East rates doubled to $3.67/kg. Even so, rates have mostly leveled off or even eased slightly on most of these lanes following initial weeks of sharp climbs, with China – Europe prices of $4.67/kg 7% lower than two weeks ago, SEA – Europe rates down 10% and S. Asia – Europe prices about even – possibly reflecting the gradual capacity shifts and recovery.o.

Discover Freightos Enterprise

Freightos Terminal: Real-time pricing dashboards to benchmark rates and track market trends.

Procure: Streamlined procurement and cost savings with digital rate management and automated workflows.

Rate, Book, & Manage: Real-time rate comparison, instant booking, and easy tracking at every shipment stage.

Judah Levine

Head of Research, Freightos Group

Judah is an experienced market research manager, using data-driven analytics to deliver market-based insights. Judah produces the Freightos Group’s FBX Weekly Freight Update and other research on what’s happening in the industry from shipper behaviors to the latest in logistics technology and digitization.

Put the Data in Data-Backed Decision Making

Freightos Terminal helps tens of thousands of freight pros stay informed across all their ports and lanes

The post Freight rates elevated, but mostly level, as war stretches on – April 07, 2026 Update appeared first on Freightos.

Continue Reading

Non classé

Why Most B2B Webinars Fail to Reach Executives

Published

on

By

Most B2B webinars do not fail because they lack registrations. They fail because they do not create enough executive relevance.

A webinar can attract a respectable audience, generate leads, and still make little impression on the senior decision-makers a technology supplier actually wants to influence. The problem is often not promotion or production quality. It is the design of the conversation.

In the latest Logistics Viewpoints Podcast, we look at why issue-first webinar design, analyst-led moderation, and market-focused discussion often outperform traditional product-centric presentations—especially in complex logistics and enterprise technology markets.

Executives Do Not Attend Webinars for Product Tours

The conventional B2B webinar usually begins with the supplier.

Here is our company. Here is our platform. Here are the capabilities. Here is a customer example.

That format can work when prospects are already evaluating a specific solution. It is much less effective when the goal is executive engagement or thought leadership.

Senior executives are usually thinking about larger operating questions: cost, service, resilience, labor, customer expectations, technology risk, capital allocation, and how their operating model needs to change.

A better webinar starts there.

The most important opening question is not:

What does our product do?

It is:

What important problem is changing in the market, and what does an executive need to understand about it?

That shift changes the entire discussion.

Start With the Issue, Not the Solution

An issue-first webinar begins with a problem that matters even if the sponsor’s product is never mentioned.

In logistics, that could be warehouse automation, transportation volatility, decision latency, AI agents, visibility economics, labor constraints, or the convergence of transportation and warehouse execution.

The discussion can then explore what is changing, why it matters, where conventional approaches fall short, and what executives should be thinking about next.

Technology still belongs in the conversation. But it enters as part of the answer rather than as the premise.

That creates a different relationship with the audience.

Instead of asking an executive to spend 45 minutes learning about a vendor, you are offering 45 minutes of useful perspective on a problem that executive already has.

Analyst-Led Moderation Raises the Value

A strong moderator should do more than introduce speakers and move through prepared questions.

The moderator should represent the audience.

That means asking the questions an informed customer would ask, challenging broad claims, drawing distinctions between approaches, and pushing the discussion away from features and toward operating consequences.

An analyst can also provide market context.

If a supplier says customers are increasingly asking for a capability, the moderator can explore why. What changed? Is this isolated or part of a broader shift? What business problem is driving demand? What barriers remain?

The supplier still gets to demonstrate expertise. In many cases, it demonstrates more expertise than it would in a conventional presentation because the value comes through the quality of the thinking.

Credibility Is Part of Webinar ROI

Enterprise technology purchases are rarely driven by a single interaction.

Decision-makers form impressions over time.

Does this company understand my industry? Does it understand the problem beyond its own product? Are its executives credible? Does the company have something useful to say when it is not directly selling?

A strong webinar can influence those perceptions.

That means webinar ROI should not be measured only by registrations, attendance, marketing-qualified leads, or immediate meetings.

Those metrics matter. But executive webinars can also build market credibility.

In long, complex enterprise sales cycles, that credibility can be strategically important even when it is difficult to capture in a lead-generation dashboard.

Do Not Make One Webinar Do Everything

Another common mistake is trying to make a single webinar generate leads, demonstrate the product, educate the market, create thought leadership, produce sales meetings, and satisfy every stakeholder at once.

Those goals can conflict.

A webinar optimized aggressively for immediate lead conversion can become too promotional to attract or retain the senior audience that makes the program valuable.

A better objective is simpler:

Create a conversation worth an executive’s time.

Demand generation can follow.

Build a Content Asset, Not a One-Time Event

A substantive webinar can also become much more than the live event.

A strong discussion can support a podcast episode, article, video clips, social posts, newsletter content, sales enablement material, and follow-up conversations.

That improves the economics of the program.

But repurposing only works when the original discussion contains genuine ideas. There is little value in repackaging the same sales presentation six different ways.

From Webinar Marketing to Market Influence

The best B2B webinars do not begin by asking how quickly they can get to the product.

They begin by identifying an important market issue, framing it around the decisions executives are facing, and creating a discussion that offers useful perspective.

For companies selling complex logistics and enterprise technology, that is where webinars can become more than another demand-generation tactic.

They can build credibility, shape market perception, and establish the company as part of the conversation about where logistics is going.

That is a much higher bar than generating registrations.

It is also a much more valuable one.

Watch the latest Logistics Viewpoints Podcast episode above to explore the full discussion on issue-first webinar design, executive engagement, analyst-led moderation, and improving B2B webinar ROI.

The post Why Most B2B Webinars Fail to Reach Executives appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Logistics Is Becoming Reconfigurable

Published

on

By

Logistics optimization has traditionally been built around a relatively stable operating network. Transportation managers optimize modes and routes, warehouse operators optimize labor and throughput, and distribution teams position inventory against expected demand. Conditions change, but the underlying logistics architecture has generally been stable enough to optimize around it.

That assumption is becoming harder to defend. Trade disruptions can redirect freight flows, infrastructure constraints can change viable transportation routes, warehouse demand can shift within hours, and automation is becoming capable of adapting to operating conditions in real time. The emerging logistics challenge is therefore not simply optimization. It is reconfigurability: the ability to change how goods move, where they flow, and how logistics resources are deployed while conditions are changing.

When Transportation Routes Change, the Rest of the Network Has to Follow

Recent uncertainty surrounding global shipping routes illustrates the problem. The Port of Los Angeles has been preparing for the possibility of additional cargo moving through the U.S. West Coast as shippers respond to continued Red Sea uncertainty and potential restrictions at the Panama Canal.

The port has discussed a planning scenario involving roughly 5 percent year-over-year cargo growth, while emphasizing that this is a preparedness assumption rather than a guaranteed forecast. More important than the number is the operational preparation behind it. The port has been coordinating with terminal operators, ocean carriers, trucking companies, and labor organizations to determine whether additional freight could be absorbed if global routing patterns shift.

This exposes an important weakness in the way logistics resilience is sometimes discussed. An alternate route on a network diagram is not necessarily a usable alternate route.

A port needs terminal capacity. Containers arriving at the port need chassis and drayage capacity. Inland freight requires available rail or truck capacity. Distribution centers need doors, labor, yard space, and storage capacity. Inventory arriving through a different gateway may also change lead times and downstream replenishment schedules.

The logistics network therefore cannot simply reroute the shipment. It has to understand and manage the consequences of the rerouting across the rest of the network.

That is logistics reconfigurability.

Warehouses Need to Reconfigure During the Shift

The same principle increasingly applies inside distribution centers. Warehouse operations have traditionally been planned around expected order volumes, available labor, established workflows, and known automation capacity. The problem is that those assumptions rarely remain constant throughout the operating day.

Orders arrive differently than expected. Labor availability changes. Automation throughput varies. Inbound trailers arrive early or late. Transportation schedules change. A labor plan that looked optimal at 8:00 a.m. may be badly mismatched with the operation by noon.

Warehouse technology has historically been good at measuring these differences. Labor management systems track productivity, WMS applications monitor work, and automation systems report equipment performance. The emerging opportunity is to use that information to change operations while there is still time to affect the outcome.

Warehouse labor-management and intelligence company Takt recently announced a $9.25 million Series A and says its platform supports more than 100 warehouses. Kenco has deployed the technology across 19 distribution centers, with additional expansion planned.

The performance figures associated with those deployments are company- and customer-reported, but the architectural direction is more significant. Takt says it is developing AI agents capable of rebalancing labor against live order conditions within supervisor-defined limits.

That changes the role of logistics intelligence. Instead of simply telling an operator what happened during yesterday’s shift, the system can increasingly help determine what should change during today’s shift.

The relevant metric becomes decision-to-action latency: the amount of time between detecting an operational change, determining the appropriate response, and actually changing the logistics operation.

Automation Is Becoming More Flexible

Warehouse robotics are moving in the same direction. Robot.com and Sodexo have signed a seven-year commercial agreement expanding autonomous delivery across North American campuses. The length of the agreement is notable because it suggests autonomous delivery is moving beyond short-term pilots toward longer-term logistics infrastructure.

Pudu Robotics has also introduced the MP2000 autonomous pallet-handling robot, which the company says can operate with less fixed infrastructure than earlier generations of automated forklifts. Those performance claims still need to be proven across diverse production environments, but the direction is important.

Traditional automation often required the warehouse to adapt to the automation. Facilities needed fixed infrastructure, tightly controlled workflows, dedicated operating areas, or substantial implementation work. More flexible autonomous systems potentially reverse that relationship by allowing automation to adapt more readily to the facility and changing workflows.

That matters because a highly automated warehouse is not necessarily a flexible warehouse. If changing the operation requires months of engineering and integration work, automation can actually create another form of rigidity.

The more important logistics capability is adaptable automation: technology that can be redeployed, re-tasked, or reorchestrated as volumes, products, labor requirements, and service expectations change.

Inventory Positioning Is Becoming More Dynamic

Reconfigurability also changes the role of inventory. Traditional logistics network design asks where inventory should be positioned to balance transportation costs, inventory carrying costs, and customer-service requirements. Increasingly, the answer may need to change more frequently.

A transportation disruption can make one distribution center less attractive. A demand spike can make inventory in another facility more valuable. A capacity constraint at one warehouse can shift fulfillment toward another node. Changes in delivery requirements can alter which inventory location provides the best combination of cost and service.

This creates a more dynamic fulfillment problem. The logistics system increasingly needs to determine not simply where inventory should reside in the network, but which available inventory should serve each order given current transportation capacity, warehouse conditions, service requirements, and cost.

That is where inventory visibility, transportation management, warehouse management, order management, and decision intelligence begin to converge.

From Logistics Optimization to Continuous Reoptimization

Traditional logistics optimization is essentially a constrained problem: define the orders, inventory, transportation capacity, warehouse capacity, service requirements, and costs, and determine the best way to move the freight.

The emerging problem is more difficult because the constraints themselves keep changing. A transportation lane becomes unavailable. A port becomes congested. A carrier loses capacity. Warehouse labor falls below plan. Orders shift geographically. Automation throughput changes.

The system therefore needs to find another answer and determine whether that answer can actually be executed.

That makes continuous reoptimization coupled with execution an increasingly important logistics capability. A mathematically optimal transportation plan has limited value if operations cannot implement it before conditions change again.

In many situations, the second-best logistics plan that can be executed immediately may be considerably more valuable than the theoretically optimal plan that takes days or weeks to implement.

Logistics Optionality Has Economic Value

This also changes how logistics organizations should think about redundancy. Alternate carriers, ports, warehouses, transportation modes, fulfillment nodes, labor pools, and automation capacity all cost money. Traditional efficiency programs can therefore make redundancy appear wasteful.

But those resources also create options.

An alternate carrier has value when the primary carrier lacks capacity. A second port has value when the preferred gateway becomes congested. Flexible warehouse labor has value when order volume changes. Adaptable automation has value when workflows shift.

The challenge is determining how much optionality is economically justified.

Future logistics optimization will therefore need to answer a more sophisticated question than, “What is the lowest-cost way to move this freight?”

It will increasingly need to determine: What is the lowest-cost logistics network that provides enough operational flexibility to maintain service when conditions change?

The Logistics KPI to Watch: Time to Reconfigure

Logistics organizations already measure transportation cost, warehouse productivity, inventory turns, on-time delivery, order cycle time, capacity utilization, and service performance. Another family of metrics is likely to become increasingly important: how quickly the operation can change.

How quickly can freight move to another carrier or mode? How long does it take to redirect volume through another port? How quickly can fulfillment shift between distribution centers? How rapidly can warehouse labor be rebalanced? How long does it take to redeploy automation or change a warehouse operating plan?

These measurements reveal something traditional efficiency metrics do not: the logistics network’s ability to respond while the disruption is still unfolding.

That may become particularly important as AI enters logistics execution. The value of AI will not ultimately be measured by how many recommendations a system generates. It will be measured by whether those recommendations can safely and economically change transportation, warehousing, fulfillment, inventory, and labor decisions in time to improve the outcome.

The Bottom Line

For decades, logistics excellence largely meant executing a well-designed plan as efficiently as possible. The emerging environment requires something more.

Transportation routes change. Capacity moves. Warehouse conditions change throughout the day. Inventory needs to be repositioned. Automation is becoming more adaptable, while decision systems are becoming capable of responding faster to operational changes.

The strongest logistics operations will therefore not simply execute the original plan better. They will recognize when the original plan is no longer the best one and reconfigure transportation, warehousing, inventory, labor, and automation faster than competitors.

The future of logistics is not simply optimized. It is reconfigurable.

The post Logistics Is Becoming Reconfigurable appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Why Reversibility May Determine How Much Authority We Give AI

Published

on

By

As AI agents move closer to operational execution, supply chain leaders need a practical way to decide how much authority to give them. Dollar thresholds will certainly matter, as will safety, regulation, customer impact, and confidence. But one criterion may prove especially useful because it cuts across many decision types: reversibility.

The previous article argued that decision velocity can function as supply chain capacity, but speed is valuable only when autonomy is appropriately bounded. Reversibility offers a way to expand automation where errors can be corrected cheaply while preserving human oversight where a decision creates an expensive, risky, or permanent commitment.

Not All Decisions Carry the Same Consequence

A warehouse agent that reprioritizes ten picking tasks can often undo the change minutes later. A transportation agent that tenders routine domestic freight may be able to cancel and rebook at modest cost. By contrast, terminating a supplier, changing a regulated shipment, shutting down production, or committing millions of dollars to inventory can create consequences that are difficult to unwind.

Treating these decisions identically would be poor governance. The important distinction is not simply whether AI is capable of making the choice, but whether the organization can recover safely when the choice is wrong. Reversible decisions provide a lower-risk environment for building autonomous operating experience.

Reversibility Is Already a Management Principle

Experienced managers use this logic informally. They delegate routine decisions to employees and retain authority over choices that create large or irreversible commitments. The degree of supervision reflects consequence, experience, and the ability to correct mistakes rather than a philosophical preference for centralized control.

Agentic AI extends the same logic into software. In AI Is Beginning to Take Responsibility for Work, I described the transition from systems that advise employees toward systems that perform portions of the work themselves. Reversibility can help determine where that transition should move fastest.

Risk Has More Than One Dimension

Reversibility is not a substitute for broader risk analysis. A $100 decision can be highly consequential if it affects a pharmaceutical shipment, a safety-critical component, a strategic customer, or a regulated product. The same principle appears in exception-driven cold chain logistics, where seemingly small deviations can become high-consequence events because time, temperature, product integrity, and compliance interact. This is why regulated supply chains often prioritize traceability over pure efficiency: the consequences of an action depend on more than transaction value.

A useful governance model therefore combines reversibility with financial exposure, safety implications, regulatory requirements, customer importance, confidence level, data quality, and downstream impact. The more dimensions that signal consequence, the narrower the autonomous authority should be until the system has demonstrated reliable performance.

Autonomy Can Expand by Decision Class

Companies do not need to decide whether they “trust AI” in the abstract. They can evaluate a specific class of decisions, such as domestic freight rebooking under a certain cost threshold, and measure performance. If outcomes are consistently good and errors are easily corrected, the autonomous range can expand gradually.

This approach is more practical than pursuing a universal autonomy level. A transportation organization may grant broad authority over low-risk tender decisions while requiring human approval for hazardous materials, international compliance issues, or high-value customer commitments. The same system can therefore operate at different levels of autonomy depending on the decision class.

Operational AI Needs a Recovery Path

Reversibility also implies that operational systems should be designed with recovery in mind. Agents need to know not only how to execute an action but how to cancel, compensate, escalate, or restore the previous state when conditions change. That requirement belongs alongside the integration, context, and governance principles discussed in Five Requirements for Operational AI.

A mature execution architecture should therefore include verification after action. The agent needs to confirm that the expected system changes occurred, monitor the downstream outcome, and recognize when remediation is required. Autonomous execution without closed-loop verification is incomplete automation.

Reversibility Creates a Safer Adoption Path

This framework also helps companies avoid two extremes. One extreme is giving agents broad operational authority before the organization understands the failure modes, while the other is restricting AI permanently to recommendations because autonomous execution feels categorically risky. Reversibility allows a more measured path between those positions.

The logic is consistent with a practical technology strategy rather than technology noise. Companies should begin where the operating economics are attractive, the decision is well understood, the data is sufficient, and mistakes can be corrected. Successful decision classes can then earn wider authority.

From Reversibility to Decision Rights

Once companies begin classifying decisions in this way, they are effectively designing machine decision rights. The important questions become explicit: what may the agent observe, what may it recommend, what may it prepare, what may it execute, and under what conditions must it escalate? Those questions belong to management as much as technology.

Reversibility therefore serves as a bridge between AI experimentation and a broader governance model. The next stage is to treat decision rights for machines as a management discipline, with the same seriousness companies apply to financial authority, operational accountability, and human delegation.

The post Why Reversibility May Determine How Much Authority We Give AI appeared first on Logistics Viewpoints.

Continue Reading

Trending