Connect with us

Non classé

Ocean rates steady as shippers brace for July hikes – June 30, 2026 Update

Published

on

Ocean rates steady as shippers brace for July hikes – June 30, 2026 Update

Published: June 30, 2026

Blog

Weekly highlights

Ocean rates – Freightos Baltic Index

Asia-US West Coast prices (FBX01 Weekly) increased 8%.

Asia-US East Coast prices (FBX03 Weekly) increased 8%.

Asia-N. Europe prices (FBX11 Weekly) increased 3%.

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

Air rates – Freightos Air Index

China – N. America weekly prices decreased 9%.

China – N. Europe weekly prices decreased 2%.

N. Europe – N. America weekly prices stayed level.

Analysis

US-Iran negotiations toward a final peace deal continue, sometimes under fire, as Iran escalates steps aimed at establishing itself as the sole authority over the Strait of Hormuz moving forward.

Oil volumes out of the Gulf states are rebounding, though marine traffic was paused over the weekend following Iranian strikes on transiting vessels and sites in Bahrain and Kuwait. Iran has advised all vessels to pass through the northern Strait of Hormuz passage along the Iranian coast only, and only via coordination with Iranian authorities. The IMO meanwhile had announced and started to implement vessel evacuations via the southern passage along the Omani coast, but has now paused this effort following the Iranian attack on a container vessel that was not transiting through the Iranian lane.

In the meantime, the main driver for ocean container rates right now is surging peak season demand, not oil prices.

Though spot prices ticked up only moderately last week across the major trades, the early start to this year’s peak has sent rates spiking on the main east-west lanes since mid-May, with carriers shifting capacity from secondary lanes to service this demand, contributing to rate increases on secondary trades too.

Transpacific prices increased 8% to both lanes last week with rates at about $6,200/FEU to the West Coast – a 120% climb since mid-May – and $8,000/FEU to the East Coast for an 85% increase over the last six weeks. Asia – Europe prices climbed just 2-3% last week but at $4,900/FEU, rates to N. Europe are up 70% since mid-May and Mediterranean prices of $6,500/FEU are up 85% in this span.

Transpacific East Coast rates are now $1k/FEU higher than last year’s frontloading-driven summer high, with West Coast prices just above their 2025 peak. Rates to Europe and the Mediterranean are now $1,300/FEU and $3,000/FEU above their 2025 peak season highs respectively. Worsening port congestion partly caused by surging volumes at some of the major hubs in South Asia, the Far East and Europe is causing delays, which is reducing available capacity and now contributing to the upward pressure on rates.

Multiple factors may be spurring the early peak season rush, including frontloading ahead of July BAF hikes, manufacturer price increases, and – for US shippers – the approaching tariff deadline. If enough shippers are indeed pulling peak season volumes forward, we could expect the early start to mean an early peak season unwind as well, possibly some time in July.

But delays at congested ports could mean that this volume strength will stretch on a little longer than many shippers may have preferred. Carriers are set to introduce more rate increases to start July, so the degree of success carriers have with these price hikes should reflect where the market is in terms of this year’s peak season peak.

In air cargo, Gulf carrier capacity and volumes continue their gradual recovery path started soon after the start of the war, though other global carriers continue to avoid the Middle East. These capacity shifts and reductions – as well as fuel costs still elevated about 20% higher than before the war – continue to keep the Freightos Air Index global benchmark rate 40% above pre-war and year ago levels.

Even so, rates have come down and mostly evened off from earlier war time highs on most lanes. China – Europe prices dipped 2% last week to $4.55/kg – about the level this lane has held since early June, and down from an early May peak of $5.25/kg. China – US prices eased 9% last week to $6.60/kg, possibly reflecting some dip in volumes as the Prime Day rush ended.

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 Ocean rates steady as shippers brace for July hikes – June 30, 2026 Update appeared first on Freightos.

Continue Reading

Non classé

Infor Builds More Intelligence Into Logistics Execution

Published

on

By

Warehouse and transportation systems have traditionally been judged on execution reliability: receive the inventory, build the wave, pick the order, plan the shipment, tender the load, and record the transaction correctly. Those requirements have not disappeared, but the competitive frontier is moving toward systems that can interpret operating conditions and help improve the work while it is happening.

Infor’s logistics portfolio reflects that shift. Infor WMS combines core warehouse execution with labor management, yard capabilities, 3PL billing, visualization, and connectivity to automation. The broader Infor cloud environment adds analytics, workflow, integration services, machine learning, robotic process automation, and digital-assistant capabilities that can increasingly influence operational decisions rather than simply report them.

The result is a useful example of how mature execution software is being modernized. Warehouse operations are becoming more automated, transportation networks more dynamic, and labor more constrained. Systems therefore need to coordinate people, inventory, equipment, automation, and external logistics partners while also providing enough intelligence to prioritize exceptions and adapt plans during the day.

The critical issue is execution discipline. AI features are valuable only when they improve an already dependable operating process. Buyers should validate core functional depth, automation interfaces, cloud architecture, and the quality of the recommendations generated from operational data before treating AI as a differentiator by itself.

Infor can be viewed in both the Logistics Viewpoints Transportation Management Systems MarketMap and Warehouse Management Systems MarketMap. Those two MarketMaps provide a useful way to assess how the company is evolving across the connected transportation and warehouse execution environment.

The post Infor Builds More Intelligence Into Logistics Execution appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Global Trade Management Is Becoming a Real-Time Supply Chain Control System

Published

on

By

Executive thesis. Global trade management is moving from compliance transaction processing toward real-time supply chain control. Trade rules now alter sourcing, routing, inventory, landed cost, and customer commitments before goods move.

Trade decisions now change network economics

Global trade management was once treated primarily as a compliance and documentation layer around cross-border transactions. That view is incomplete. Classification, origin, duties, sanctions, export controls, customs rules, and regulatory content can change the economics or feasibility of a sourcing, routing, inventory, or customer decision before the shipment ever moves.

Compliance data is operational data

A product classification affects duty. Origin affects eligibility and tariff treatment. Screening can stop a transaction. Customs documentation can determine whether freight clears or waits. These are not administrative attributes detached from the physical network. They are operating constraints that need to be available to procurement, order management, planning, transportation, and finance when decisions are made.

Auditability is part of automation

The more trade processes are automated, the more consequential it becomes to preserve the evidence behind the result. A classification, screening decision, origin determination, or duty calculation should be traceable to the data, rule set, version, and workflow that produced it. Automation without defensibility creates risk because the enterprise may be unable to explain why a transaction was approved, blocked, or costed a certain way.

Integration determines whether GTM can influence execution

GTM value is constrained if it operates as an isolated compliance application. The platform needs reliable connections to ERP, PLM, procurement, orders, transportation, brokers, and content providers. Those integrations allow trade rules to influence decisions before commitments are made and allow executed transactions to be reconciled against what was planned.

The category is moving toward control

This is why GTM is becoming more than a recordkeeping system. The strategic opportunity is to turn changing trade conditions into controlled operational responses: identify exposure, understand the economic consequence, evaluate alternatives, update the transaction, and preserve the evidence. That is the same signal-to-decision-to-execution pattern appearing elsewhere in modern supply chain architecture.

The Logistics Viewpoints Global Trade Management (GTM) Software: Buyer’s Guide covers classification, origin, screening, export controls, customs, duty, landed cost, brokers, regulatory content, auditability, and enterprise integration as parts of one operating system.

Executive implication

GTM should be designed as an operational control system with auditable rules, enterprise context, and direct integration into planning and execution decisions.

Go deeper: provides the durable buyer, architecture, and implementation reference for this topic. Global Trade & Compliance connects this analysis to the broader Logistics Viewpoints research architecture.

Related Logistics Viewpoints research

Download the Global Trade Management (GTM) Solutions Executive Summary
Risk & Resilience in the Supply Chain

Go Deeper

Read the full Global Trade Management (GTM) Software: Buyer’s Guide.

Explore the broader Global Trade & Compliance domain for related Logistics Viewpoints research and analysis.

The post Global Trade Management Is Becoming a Real-Time Supply Chain Control System appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Supply Chain Technology Markets Are Converging Faster Than Vendor Categories

Published

on

By

The New Logistics Advantage — Part 6 of 9

Supply chain technology markets are usually described as categories. WMS, TMS, planning, visibility, control towers, order management, warehouse automation, decision intelligence, and other segments each have established buyers, competitors, and functional boundaries.

Those categories remain commercially useful. But strategically, the boundaries are moving faster than the labels. Providers are expanding into adjacent workflows, intelligence, orchestration, and automation, while buyers increasingly assemble architectures that cut across the traditional category map.

Convergence Is Happening From Multiple Directions

Execution vendors are adding intelligence. Planning vendors are moving closer to operational workflows. Visibility providers are extending toward exception resolution. Automation vendors are building software layers. Enterprise platforms are embedding AI. Specialized AI providers are attacking decision processes that historically lived inside application categories.

The four current MarketMaps make this movement visible. The 2026 Warehouse Management Systems Market Map examines a mature execution category expanding around automation and intelligence. The 2026 Transportation Management Systems Market Map shows a durable market becoming more connected to networks, visibility, and orchestration. The 2026 Autonomous Exception Management Market Map captures an emerging category between visibility and coordinated response. The 2026 Supply Chain Decision Intelligence Market Map addresses the broader shift toward systems organized around decisions.

The same pattern appears in buyer expectations. A warehouse platform is increasingly judged on automation connectivity and intelligence. A TMS is judged on network data, visibility, and response. A planning system is judged on whether recommendations can be operationalized. The category still defines the core job; differentiation increasingly comes from the adjacent layers.

The Competitive Battleground Is Shifting to Control Points

Products are expanding along several dimensions: workflow, data, intelligence, orchestration, automation, user experience, and ecosystem connectivity. Those dimensions matter because each can become a control point in the architecture.

A provider that owns the system of record controls authoritative transaction state. A provider with unique network data may control context. A decision-intelligence layer can shape which alternatives are considered. An orchestration platform can determine how work moves among systems. An automation platform can control the final physical action.

Two vendors can therefore compete even when analysts place them in different categories. A WMS provider and a warehouse-automation software platform may both seek to own task orchestration. A visibility provider and an exception-management platform may both seek to own disruption response. A planning provider and a decision-intelligence provider may both seek to own the cross-functional recommendation.

This is why convergence does not necessarily mean that one suite replaces everything. It means more vendors are competing for the same strategic control points from different starting positions.

The Buyer Problem Becomes Architectural

Traditional category evaluation begins with feature completeness. That remains necessary, especially for systems of record. But as markets converge, buyers need a second question: Which layer of the operating architecture is this provider attempting to control?

The market-research executive summaries provide category depth that remains essential: WMS, TMS, Supply Chain Planning, and OMS each explain the structure and capabilities of important markets. The strategic challenge is to interpret those markets as parts of a changing architecture rather than as permanent silos.

A buyer may select the strongest product in a category and still create a weak portfolio if the product traps data, duplicates decision logic, constrains adjacent workflows, or makes future substitution prohibitively difficult. Architectural fit therefore becomes part of product value.

This creates a useful distinction between functional depth and architectural leverage. Functional depth answers whether the product can perform its core job. Architectural leverage answers whether the product improves or constrains the larger system around it.

Convergence Changes Vendor Strategy Too

For providers, adjacency strategy needs discipline. Expanding into every neighboring function can increase surface area while weakening differentiation. The more important question is which adjacent capability reinforces an existing control point.

A TMS with strong transportation state may have a credible path into exception intelligence because it already sees important network events. A WMS with deep execution state may have a credible path into warehouse orchestration. A planning platform with broad enterprise context may have a credible path into decision support. The logic of expansion should follow the asset the provider already controls, not simply the size of the adjacent market.

That also raises the importance of interoperability. In a converging market, customers will resist architectures that require every adjacent capability to come from one supplier. Providers that can participate in a heterogeneous system may create more strategic value than providers that maximize suite breadth at the cost of flexibility.

The Executive Implication

Technology strategy should separate two questions that are often conflated: Which product is strongest inside a category? and Which architecture will remain adaptable as categories converge? The first is a product-selection problem. The second is a portfolio and operating-model problem. Organizations that solve only the first can end up with excellent applications that constrain future change. Organizations that solve both can preserve functional depth while creating room for new forms of intelligence, automation, and orchestration.

For buyers and providers alike, category labels still matter. But the more strategic question is increasingly about control: who owns the record, the context, the decision, the workflow, and the path to execution?

Explore the Related Logistics Viewpoints Research

2026 WMS Market Map
2026 TMS Market Map
2026 Autonomous Exception Management Market Map
2026 Supply Chain Decision Intelligence Market Map
WMS Executive Summary
TMS Executive Summary
Supply Chain Planning Executive Summary
The New Architecture of Logistics

The post Supply Chain Technology Markets Are Converging Faster Than Vendor Categories appeared first on Logistics Viewpoints.

Continue Reading

Trending