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Ocean rates climbing, with more increases expected soon – June 9, 2026 Update
Published
5 heures agoon
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Weekly highlights
Ocean rates – Freightos Baltic Index
Asia-US West Coast prices (FBX01 Weekly) increased 51%.
Asia-US East Coast prices (FBX03 Weekly) increased 25%.
Asia-N. Europe prices (FBX11 Weekly) increased 37%.
Asia-Mediterranean prices(FBX13 Weekly) increased 24%.
Air rates – Freightos Air Index
China – N. America weekly prices decreased 1%.
China – N. Europe weekly prices decreased 4%.
N. Europe – N. America weekly prices decreased 2%.
Analysis
Israel and Iran’s brief exchange of military strikes – a first since early April – that concluded by Monday did not materially change the status quo in terms of the Iran war impact for the broader ocean freight and logistics markets: higher oil prices putting some upward pressure on freight rates via elevated fuel costs.
Likewise, the IRGC threat to close the Bab el-Mandeb Strait via renewed Houthi attacks would not change much for freight if implemented, as the vast majority of container traffic continues to divert away from the Red Sea. The added tension may push back the timeline for a Hormuz reopening, though the White House continues to assert that negotiations are making progress.
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The USTR has released the results of a Section 301 investigation of forced labor imports to 60 countries and found all had either not legislated or not sufficiently enforced laws meant to bar the entry of goods manufactured using forced labor. The study argues that these imports harm the US and recommends 12.5% tariffs on countries without sufficient prohibitions, and 10% on countries not sufficiently enforcing their laws.
This move can be seen as an effort to replace invalidated IEEPA tariffs by the late July expiration date of the current 10% Section 122 global duty, with the next step – a required hearing – slated for July 7th.
Despite the fact that this 301 would maintain the same long list of exemptions compiled over the past year, and that tariffs at these levels would be lower than those set under IEEPA for many countries, some are pushing back against the accusation – either on principle or in anticipation of additional tariffs from 301 investigations set to conclude before the end of July as well.
Transpacific ocean peak season is well underway, with some observers pointing to frontloading ahead of the approaching tariff deadline as one driver of the early start.
And though the Hormuz closure hadn’t caused broad operational changes beyond the Gulf states in the first three months of the war, the rising price of oil may be another factor to the early peak season surge. Many contracted shippers – set to face an 80% jump in fuel surcharges starting in July when the quarterly BAF is updated – may be pulling forward peak season shipments to get ahead of that cost increase. And indications that manufacturers in the Far East are set to increase prices due to higher input costs may also be driving some of the observed early demand bump.
Whatever the drivers, the National Retail Federation’s latest US ocean import volume report confirms the peak season pull forward and moves this year’s peak month up to June from its estimate of a July high a month ago. The report projects June volumes will climb 5% compared to May arrivals before imports ease 3% in July and continue to cool through September – suggesting that the early start is indeed driven by frontloading that will come at the expense of volume strength later in the summer.
Transpacific container spot rates that were starting from an already elevated fuel cost baseline are now spiking to year highs as demand surges. June 1st GRIs and PSSs pushed last week’s prices up to $4,800/FEU – a $1,600/FEU and more than 50% climb – to the West Coast, with a $1,300/FEU and 25% climb for East Coast rates that hit $6,300/FEU. These spikes are the sharpest one-week increases since sudden tariff changes spurred a June demand surge last year, though rates climbed more than $2k/FEU in that instance.
Last year, prices started to fall by mid-June, while indications are that additional rate increases set for next week could push prices up further this time. But NRF projections that demand will peak in June, make additional rate increases in July less likely.
Peak season started early for Asia – Europe lanes as well due to some of the same drivers at play on the transpacific – looming BAF increases and producer price hikes – but also because of longer lead times from Red Sea diversions and persistent congestion at some of the major European hubs, with building congestion at some Chinese ports also a factor.
Rates increased about $1k/FEU to both N. Europe and the Mediterranean last week, pushing prices up to $4,000/FEU to N. Europe and $5,500/FEU to the Mediterranean. These rate levels have already surpassed peak season highs last year with strong year on year volume growth through April likely persisting into peak season too. Mediterranean prices are approaching a level last seen in late 2024 in the lead up to Lunar New Year. Some experts expect mid-month GRIs to push rates up further, but like on the transpacific, June could be the peak in terms of demand and rate levels.
In air cargo, the recent missile strikes in the Middle East did not result in significant air space closures, and the region’s recovery continues. In May, monthly Middle East inbound air cargo volumes climbed even with last year for the first time since the start of the war.
Low value, e-commerce air cargo imports to the US fell sharply in the first few months following the Trump Administration’s de minimis suspension last May. But e-commerce air volumes have not disappeared. Demand rebounded to some extent toward the end of 2025 as platforms adjusted to the new rules. And even if e-commerce imports haven’t fully recovered – Q1 volumes were 11% lower than in 2025 – they still accounted for 13% of all Q1 air imports to the US this year compared to 16% in Q1 last year.
Likewise, e-comm volumes moving by air are expected to contract when the EU eliminates its de minimis threshold on July 1st. But while the rule change will increase visibility and scrutiny of low value imports, lessons learned by the e-commerce platforms from the US de minimis changes may mean EU e-commerce volumes entering by air won’t drop dramatically.
Meanwhile, for both lanes, a new vertical is increasingly driving demand even as e-commerce cools. Q1 US air cargo import volumes from hardware related to the explosion in demand for AI computing – such as semiconductors, servers and racks – contributed to a 70% year on year increase in high-tech air cargo imports in Q1, driving an 11% increase in overall US air volume imports even as e-commerce demand contracted.
The post Ocean rates climbing, with more increases expected soon – June 9, 2026 Update appeared first on Freightos.
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Warehouse Automation Is Increasingly Becoming Operational Intelligence: What Symbotic’s Acquisition of ARMS Innovations Signals About the Future of Distribution
Published
1 heure agoon
6 juillet 2026By
Warehouse automation has traditionally been measured by physical performance. Executives evaluated systems based on how many cases could be moved per hour, how quickly orders could be picked, how efficiently labor could be utilized, or how much storage density could be achieved. Robotics, automated storage and retrieval systems (AS/RS), conveyors, and autonomous mobile robots have fundamentally transformed the movement of goods inside modern distribution centers.
Symbotic’s recent acquisition of UK-based ARMS Innovations suggests the industry’s next phase is being defined by a different objective. The focus is shifting beyond automating physical work toward continuously optimizing how an entire warehouse operates.
Announcing the acquisition, Symbotic described the strategic rationale clearly:
“By integrating ARMS’s advanced software capabilities, the Symbotic System will expand beyond industry-leading automation into a comprehensive, real-time operational solution that unifies and optimizes every element of warehouse performance – across both automated systems and human workflows.”
That statement reflects more than the addition of another software product. It signals an evolution in how warehouse automation is being positioned. The competitive advantage is increasingly moving away from individual pieces of equipment and toward software that can coordinate, optimize, and continuously improve the entire operation.
From Warehouse Automation to Warehouse Operations Optimization
Symbotic has established itself as one of the leading providers of AI-enabled warehouse automation, combining robotics, artificial intelligence, software, and high-density storage technologies to automate high-volume distribution operations.
ARMS Innovations adds a complementary capability.
Rather than focusing primarily on controlling individual automation assets, ARMS specializes in operational optimization software that continuously analyzes warehouse performance, identifies bottlenecks, recommends corrective actions, and improves coordination across both automated systems and human workflows.
Symbotic characterized this broader vision with another notable statement:
“With the addition of ARMS, Symbotic is spearheading a new industry category with a greater scope than traditional warehouse management (WMS) or warehouse execution systems (WES): enterprise-level Warehouse Operations Optimization.”
Whether Warehouse Operations Optimization ultimately becomes an accepted market category remains to be seen. However, the underlying trend is difficult to ignore.
Modern warehouses already generate enormous volumes of operational data. Every inventory movement, robot cycle, pallet transfer, labor assignment, equipment alarm, and customer order produces information. Collecting data is no longer the primary challenge. The greater opportunity lies in transforming that information into better operational decisions while work is still occurring.
That is precisely where operational intelligence begins to create value.
Warehouse Automation Is Entering Its Second Generation
The warehouse automation market has matured significantly over the past decade.
Many large distribution organizations have already invested in robotic picking systems, goods-to-person automation, automated storage and retrieval systems, autonomous mobile robots, machine vision, warehouse execution software, and AI-assisted planning tools.
As these technologies become more widely deployed, competitive differentiation is naturally shifting.
The first generation of warehouse automation focused primarily on replacing or augmenting manual labor. Success was measured through labor reduction, throughput improvements, order accuracy, storage density, and equipment utilization.
The emerging generation focuses on something different.
Instead of asking, “How can we automate this task?” organizations are increasingly asking, “How can we optimize the entire operation in real time?”
That distinction is significant.
Many highly automated facilities continue to struggle with congestion, inventory imbalances, replenishment delays, equipment bottlenecks, labor allocation challenges, and fluctuating throughput. These problems often reflect coordination issues rather than insufficient automation.
Adding more robots does not necessarily solve those problems.
Improving how existing assets work together often does.
Software Is Becoming a Primary Source of Competitive Differentiation
For years, warehouse automation providers competed primarily through hardware innovation. Faster robots, denser storage systems, greater reliability, higher throughput, and improved mechanical performance largely defined market leadership.
Those capabilities remain important.
However, as warehouse automation hardware becomes increasingly mature, software is emerging as a primary source of competitive differentiation.
Warehouse optimization platforms, digital twins, artificial intelligence, predictive analytics, machine vision, workflow orchestration, and decision-support systems increasingly determine how effectively automation investments perform after deployment.
The competitive battleground is moving upward—from machines that execute work toward software that continuously optimizes how work should be executed.
Symbotic’s acquisition reflects that broader shift.
The Industry Is Moving in the Same Direction
Although Symbotic’s acquisition has attracted significant attention, it reflects a wider industry trend rather than an isolated strategy.
AutoStore continues expanding beyond automated storage by investing in software capabilities designed to improve robot utilization, throughput, and overall system performance.
Dematic increasingly emphasizes warehouse execution software, analytics, labor coordination, simulation, and operational visibility alongside its automation portfolio.
Swisslog continues integrating warehouse software that coordinates increasingly sophisticated automation environments rather than treating automation equipment as standalone systems.
Zebra Technologies has similarly expanded well beyond barcode scanning. Its portfolio now includes machine vision, RFID, AI-enabled data capture, workforce mobility, and operational visibility solutions that bring intelligence directly to frontline warehouse operations.
Ocado’s automated grocery fulfillment operations provide another illustration of this trend. Its competitive advantage comes not simply from robotics, but from sophisticated software that coordinates thousands of automated activities simultaneously.
Each company approaches the market differently.
Nevertheless, the strategic direction is remarkably consistent.
Competitive advantage is increasingly being created through software intelligence rather than hardware performance alone.
Artificial Intelligence Is Moving from Prediction to Orchestration
Artificial intelligence has already demonstrated considerable value in demand forecasting, inventory planning, transportation optimization, and predictive maintenance.
The next major opportunity appears to lie inside warehouse operations themselves.
Rather than simply predicting what may happen, AI-enabled warehouse platforms are increasingly being designed to help determine what should happen next.
Future warehouse systems are likely to play a growing role in inventory positioning, task prioritization, robotic fleet coordination, labor balancing, congestion management, replenishment timing, and workflow optimization.
This represents a gradual shift from automation toward greater operational autonomy.
The warehouse becomes more than an automated facility.
It becomes a continuously learning operational system capable of adapting as business conditions change throughout the day.
What Supply Chain Leaders Should Be Evaluating
For supply chain executives, this evolution changes how automation investments should be assessed.
Traditional evaluation criteria—including throughput, storage density, labor savings, equipment utilization, and implementation cost—remain essential.
However, they are becoming only part of the picture.
Leaders should increasingly ask broader operational questions:
How effectively can the platform optimize warehouse operations across people, automation, and inventory?
How quickly can it adapt to changing order profiles, labor availability, and customer demand?
Can it identify operational bottlenecks before they significantly affect throughput?
Does the platform improve continuously after implementation?
How effectively does it coordinate human workflows alongside automated equipment?
Can it support operational decisions rather than simply execute predefined rules?
These questions extend beyond warehouse automation.
They address operational intelligence.
Looking Ahead
Symbotic’s acquisition of ARMS Innovations deserves attention not simply because another automation company acquired another software company.
The transaction illustrates how warehouse automation is evolving.
The industry’s first wave focused on automating physical work.
The next wave is increasingly focused on optimizing how automated systems, software, inventory, equipment, and people operate together.
Whether “Warehouse Operations Optimization” ultimately becomes a widely adopted category remains uncertain. What appears far more certain is that operational intelligence will play an increasingly important role in the future of warehouse management.
For supply chain leaders, the implication is becoming clearer.
The organizations that realize the greatest long-term value may not be those with the largest number of robots or the most automation. They are likely to be those that combine automation with software capable of continuously improving operational performance across the entire distribution environment.
The post Warehouse Automation Is Increasingly Becoming Operational Intelligence: What Symbotic’s Acquisition of ARMS Innovations Signals About the Future of Distribution appeared first on Logistics Viewpoints.
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Unlike any other freight rate estimator, Freightos’ freight rate calculator and Amazon FBA calculator use real freight data to calculate instant, all-in freight quotes, including surcharges and freight costs. This calculation takes into account dimensional weight. Our data is based on live freight rates from dozens of global freight forwarders, helping us provide you with accurate, real-time quotes.
What’s Included in the Amazon FBA Shipping Calculator
The Amazon Shipping Calculator includes all fees and surcharges available for trucking, air and ocean shipping. It does not include customs duties associated with specific commodities. Since this estimator is unique in that it relies on live data from real freight companies, it may not have global coverage for every route you search.
If you’re looking for fully binding quotes that you can book online, check out the Freightos Marketplace.
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Unifying the Freightos Identity – ONE Freightos: Building One Company
Published
4 heures agoon
6 juillet 2026By
Global supply chains are becoming increasingly digital, AI is accelerating how work gets done, and customers are no longer looking for standalone software to solve individual problems. They increasingly expect connected platforms that bring together data, workflows, and decision-making across the entire freight lifecycle.
That shift requires a different kind of technology partner.
Over the past several months, we have been evolving our operation as a company. We have simplified decision-making, strengthened accountability, aligned teams around shared priorities, and focused our investments behind a common vision. Internally, we call this ONE Freightos.
Today, our external identity is evolving to reflect that same reality.
Bringing our products together under a single Freightos brand is not simply a branding exercise. It is the natural next step in building one company, and delivering an interconnected digital ecosystem where data and workflows operate seamlessly. .
An Evolution of Scale: Matching the Industry’s Shifting Needs
Over the past decade, Freightos has built one of the world’s largest digital freight networks, connecting carriers, freight forwarders, importers, exporters, and logistics providers across global trade.
Along the way, we expanded our capabilities through innovation, strategic acquisitions, and the development of specialized products serving different parts of the freight ecosystem.
Those products have been successful because they solve meaningful customer problems.
But as the industry evolves, customers increasingly expect something bigger than individual solutions.
They want a trusted technology partner that helps them make better decisions, connect more easily with trading partners, automate more workflows, and operate more efficiently across the entire logistics journey.
That is exactly where Freightos is headed.
Our ambition is not simply to offer great logistics software. Our ambition is to build the connected platform where procurement, pricing, booking, payments, data, and decision intelligence work together to help customers move freight more efficiently.
Brand unification is an important milestone on that journey.
A Simpler Experience for Customers
As our capabilities have grown, so has the number of brands representing different parts of our business.
Each of these brands has built deep trust within its respective segment. However, as these capabilities become more interconnected, bringing our portfolio together under the Freightos name makes it easier for our partners to unlock the full value of our network. This creates a simpler and more consistent experience making it easier for customers to understand who we are, what we offer, and how our solutions work together as a platform.
To support that vision, our products will now clearly reflect the customers they serve:
Freightos for Forwarders – our digital platform for freight forwarders, bringing together Rate & Quote, Booking, Sales Portal, Payments, and other workflow solutions under a single experience.
Freightos for Airlines – our technology platform enabling airlines with digital distribution, interlining, eBooking, and payment capabilities.
7LFreight by Freightos – our North American domestic freight procurement platform. Given its strong market recognition, it will initially retain its identity while becoming more deeply connected to the Freightos platform before full integration.
Freightos Enterprise – our enterprise procurement, tender management, and market intelligence platform for multinational importers and exporters.
Freightos Marketplace – our marketplace connecting importers and exporters with freight forwarders through instant pricing, booking, and shipment management.
Our public digital presence is now centered around freightos.com, providing a single destination to discover our platform and solutions.
For existing customers, nothing changes operationally. Accounts, logins, integrations, contracts, and workflows remain exactly as they are today.
Built Around the Success of Forwarders
Throughout this evolution, one principle remains unchanged.
Freightos succeeds when our customers succeed.
That is especially true for the freight forwarding community, which remains at the center of our strategy.
Everything we build is designed to help forwarders work more efficiently, connect with more carriers, automate more of their operations, and deliver better experiences to their own customers.
By bringing our capabilities together, we can deliver greater value than any individual product could on its own.
More Than a New Brand
This announcement is about much more than a new name or a new website.
It reflects the company Freightos has become—and the company we are continuing to build.
ONE Freightos is our operating model. It is how we execute, how we innovate, and how we create value for customers.
By bringing our products, teams, and customer experience together under one identity, we can focus our investments, accelerate innovation, simplify engagement, and deliver an increasingly connected experience across global freight.
Our vision remains clear.
To build the platform that connects the global freight ecosystem through better data, smarter workflows, and more intelligent decision-making.
This brand evolution is another important milestone on that journey.
And we’re just getting started.
The post Unifying the Freightos Identity – ONE Freightos: Building One Company appeared first on Freightos.
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