Weekly highlights

Ocean rates – Freightos Baltic Index

Asia-US West Coast prices (FBX01 Weekly) decreased 1%.

Asia-US East Coast prices (FBX03 Weekly) stayed level.

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

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

Air rates – Freightos Air Index

China – N. America weekly prices decreased 18%.

China – N. Europe weekly prices decreased 7%.

N. Europe – N. America weekly prices increased 1%.

Analysis

Some recent estimations have Middle East crude oil exports – via the Strait of Hormuz and alternatives – approaching pre-war levels, with crude prices easing moderately. For now though, bunker prices remain about level with the last few weeks, as increased crude volumes, if sustained, may take time to translate into lower prices for refined products.

Increased Saudi crude flows via the southern Red Sea account for part of this volume recovery, with Saudi-backed forces attempting to recapture areas on the Yemeni coast of the Bab el Mandeb Strait recently seized by the Houthis. Even with elevated tension in the region container carriers continue to gradually increase Red Sea traffic, with the Premier Alliance – the last holdout among the three alliances and MSC – announcing some services will resume Red Sea transits this month.

The increase in effective capacity from more vessels taking the shorter route is likely one contributor to container rates sliding since mid-July on Asia – Europe lanes. Prices dipped 2-3% last week to $3,260/FEU to N. Europe and $3,555/FEU to the Mediterranean, with rates level so far this week over the Golden Week holiday as carriers have blanked sailings during this low demand stretch.

The sharper increase in Red Sea sailings for Asia – Mediterranean services, as well as continued challenges with congestion at some N. Europe hubs for Asia – N. Europe volumes, may explain why rates to the Mediterranean – even as Far East congestion, though improving, continues to tie up capacity – have slid back to pre-peak season levels. Asia – N. Europe prices meanwhile, remain about $400/FEU higher than back in mid-May.

Transpacific container rates decreased 3% to the West Coast last week to $8,322/FEU while East Coast prices were level at $9,600/FEU. Increased blanked sailing over the Golden Week period may help keep prices stable in the near term. Increases in blanked sailings as well as backlogs from nearly three months of weather-related disruptions at major ports in China may keep the transpacific rate floor quite elevated even as we enter what is normally a couple months of low demand post-peak season and pre-Lunar New Year rush.

In air cargo, more recent analyses confirm data center components are a significant driver of global demand growth even as e-commerce volumes – though still significant – contract in some major markets. The Freightos Air Index shows Far East/China rates cooling more than 15% to N. America last week to $5.60/kg and easing 7% to Europe to $3.83/kg.

The post Premier Alliance joins Red Sea return – October 6, 2026 Update appeared first on Freightos.

The New Logistics Advantage — Part 7 of 9

Market intelligence has traditionally been treated as episodic. A company purchases a report during annual planning, commissions a study before entering a market, runs a customer survey when positioning needs to change, or calls an analyst when a major decision creates uncertainty.

That model works when markets move slowly and category boundaries are stable. It is less effective when AI compresses product cycles, adjacent software markets converge, customer expectations shift, and competitors redefine their positions continuously. In that environment, market intelligence begins to look less like a project and more like an operating capability: a repeatable system for turning external evidence into better decisions.

The Problem Is Not More Information

Most companies do not suffer from a shortage of information. They have analyst reports, customer conversations, sales notes, win-loss data, competitor announcements, product telemetry, conference observations, and an almost unlimited flow of public material.

The constraint is interpretation. Different sources answer different questions, arrive with different incentives, and operate at different levels of confidence. A competitor announcement can reveal direction but not adoption. A salesperson can surface customer objections but not necessarily represent the market. A market-size estimate can establish scale without explaining why buyers choose one approach over another. Market intelligence becomes valuable when the organization knows what decision it is trying to improve, what evidence would materially change that decision, and how contradictory signals will be resolved.

Different Strategic Questions Require Different Evidence

Four questions illustrate the point. What is happening in the market? A Standard Market Research Report provides structured analysis of market size, trends, technology, competitive dynamics, and the supplier landscape. It is appropriate when the question is broad, repeatable, and already covered by an established research framework.

What specifically do we need to know? A Custom Market Research Study is better suited to a unique strategic question: a market adjacency, technology assessment, competitive problem, growth hypothesis, or segmentation issue that generic research cannot resolve.

What do customers actually think? A Voice of the Customer Survey moves the evidence base toward direct buyer and customer input—priorities, satisfaction, perception, unmet needs, and decision criteria.

What does this mean for us over time? An Annual Contract Advisory Service creates continuity. Instead of treating every market question as a stand-alone event, the organization can maintain an external analytical perspective as conditions change.

These approaches are not substitutes. They answer different parts of the management problem: establish the market, test the specific hypothesis, hear the customer, and update the interpretation.

The Intelligence System Should Be Built Around Decisions

The most useful operating model is a cycle rather than a library. Establish a baseline. Define the decision. Identify the evidence gap. Gather the right evidence. Interpret what changed. Decide what action follows. Then update the baseline as new information arrives.

MarketMaps add another useful layer. The TMS, WMS, Autonomous Exception Management, and Decision Intelligence MarketMaps force a category to be defined against explicit dimensions and comparative evidence. Their value is not simply where a provider appears on a chart. It is the discipline of making the market structure visible.

For an operating company, that discipline improves technology selection. For a technology provider, it improves product and positioning decisions. In both cases, the point is to replace anecdote with an evidence hierarchy strong enough to support consequential choices.

Market Intelligence Should Be Allowed to Change the Strategy

The biggest failure mode is using research only to validate a story already chosen internally. If every study confirms the preferred conclusion, the process is functioning as marketing support rather than decision support.

High-quality intelligence should expose uncertainty, identify what is not known, and sometimes force a change in direction. A customer study may show that the feature executives consider differentiated is not important to buyers. A market analysis may reveal that the attractive growth rate belongs to an adjacency where the company lacks a credible right to win. Competitive research may show that a category is converging around a control point the current roadmap does not address.

That can be uncomfortable, but it is the economic value of external evidence. The purpose is not to make management feel informed. It is to reduce the probability of making a large decision on an obsolete or self-reinforcing view of the market.

The Executive Implication

In fast-changing technology markets, the scarce resource is not information. It is structured interpretation tied to a decision.

The strongest organizations build a cadence: establish the market baseline, test assumptions with customers, identify evidence gaps, commission targeted work where necessary, and maintain external interpretation as the market evolves. That turns intelligence into a management process rather than a periodic deliverable.

The test is simple: What changed? Why does it matter? What decision should change because of it? When an intelligence system can answer those questions consistently, research has become an operating capability.

Explore the Related Logistics Viewpoints Research

Standard Market Research Report Guide
Custom Market Research Study Guide
Voice of the Customer Survey Guide
Annual Contract Advisory Service
2026 TMS Market Map
2026 WMS Market Map
2026 Supply Chain Decision Intelligence Market Map
Logistics Viewpoints Research Library

The post Market Intelligence Is Becoming an Operating Capability appeared first on Logistics Viewpoints.

This month’s Freightos Global Outlook market update webinar will take place on Wednesday October 14th at 10:00am ET.

We’ll take a data-driven look at the latest in the international ocean and air freight markets, including:

Container trends – the extended transpac peak season, the elevated Asia – Europe rate floor, and Red Sea returns
Panama Canal restrictions
Trade war developments, post the Trump-Xi summit
Air cargo peak season projections.

The post Freightos Global Outlook – October 2026 appeared first on Freightos.