Connect with us

Non classé

Ocean rates climbing, with more increases expected soon – June 9, 2026 Update

Published

on

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.

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.

Continue Reading

Non classé

The New Economics of Logistics Visibility

Published

on

By

Knowing that a shipment will arrive six hours late is information. Knowing it early enough to reschedule labor, protect a customer commitment, avoid detention, or change an inventory decision is economic value.

That distinction is becoming central to the logistics visibility market. The earlier argument that exceptions are becoming the real unit of work explains why visibility economics depend less on event volume than on whether the organization can convert important events into timely resolution.

The first era of visibility was largely about answering a basic question: Where is my shipment? The next era is about a harder question: What should I do because its state has changed?

Visibility Is Not the Outcome

Location and status data can be valuable, but they are intermediate products. A business does not earn a return because a dot moved across a map more accurately. The return appears when information changes an operational decision. A useful way to think about visibility is as a chain: signal -> interpretation -> decision -> intervention -> economic outcome. If any link is missing, much of the potential value disappears.

A Signal Has to Arrive Inside the Decision Window

Timing matters.

A delay discovered after the customer has already missed production is history. The same delay identified early enough to expedite an alternate shipment may be actionable. An ETA update received after warehouse labor has reported for a shift may have less value than the same update received while the schedule can still be changed.

This means visibility quality is not only about accuracy. It is about whether the signal arrives with enough lead time to support an intervention.

Not Every Exception Deserves Attention

As visibility improves, organizations often discover a new problem: too many exceptions. A network with thousands of shipments will always contain delays, deviations, missed scans, changing ETAs, and incomplete data. If every deviation creates an alert, planners become the bottleneck. The more important capability is prioritization.

Which late shipment threatens a high-value order? Which delay creates a stockout? Which container risks demurrage? Which arrival change will disrupt a dock schedule? Which event is likely to self-correct without intervention?

Visibility becomes intelligence when the system can distinguish operational consequence from mere deviation.

ETA Is a Decision Input

Estimated time of arrival is a good example of how the economics are changing. ETA was once primarily a customer-service or tracking metric. Increasingly it can influence warehouse scheduling, yard planning, labor, inventory, customer promises, and downstream transportation. That makes ETA a shared operating variable.

The value increases when the prediction is connected to the systems that can respond. A changing ETA that remains trapped in a visibility dashboard creates less value than one that can trigger a workflow or decision elsewhere.

Dwell, Detention, and Demurrage Make the Economics Visible

Some visibility use cases have direct financial consequences. Better awareness of arrival, dwell, free-time windows, and container status can help organizations manage detention and demurrage exposure. Yard visibility can reduce unnecessary trailer search and moves. Earlier exception detection can protect delivery appointments and reduce costly service recovery. These cases make an important point: visibility value is often realized outside the visibility platform itself.

More Visibility Can Increase Work

This is the uncomfortable side of digital transparency. If a company exposes ten times as many events but does not improve prioritization or workflow, it may create ten times as many things for people to inspect. The result can be an expensive monitoring layer sitting on top of the same manual decision process.

That is why visibility and autonomous exception management are converging. The system must increasingly help decide which events require action, assemble context, recommend a response, and automate routine resolution where appropriate.

Measure Intervention, Not Just Coverage

Visibility programs are often measured by tracking coverage, data completeness, ETA accuracy, or number of connected carriers. Those are necessary operating metrics, but they do not fully describe business value.

Organizations should also ask: How many material exceptions were identified early enough to act? How quickly were they resolved? How often did intervention protect service or avoid cost? How many alerts required no useful action? How much planner time was consumed per exception?

Those measures connect visibility to economics.

The Market Is Moving Toward Action

This shift has strategic implications for technology providers. Pure visibility is becoming less differentiated as location and event data become more widely available. The higher-value layer is interpretation and action: understanding what an event means to a specific operation and helping execute the appropriate response.

That pushes visibility platforms toward orchestration, workflow, decision intelligence, and AI. It also pushes TMS, WMS, and other execution systems toward richer external event awareness.

The Bottleneck Moves

For years, logistics organizations complained that they could not make better decisions because they could not see what was happening. Increasingly, they can see more.

The bottleneck is moving.

When a network can identify exceptions continuously, the constraint becomes the speed and quality with which the organization can interpret and resolve them. That is precisely the environment in which AI agents become interesting—not because logistics needs another conversational interface, but because it needs more capacity to do operational work.

Related Logistics Viewpoints research

The New Architecture of Logistics
Systems Engineering in Logistics
2026 Autonomous Exception Management Market Map
The Economics of Decision Latency
Previous in this series: Transportation Is Becoming Computational

Request The New Architecture of Logistics Client Edition

If your organization is assessing connected execution, orchestration, AI, observability, decision velocity, or selective autonomy, I would be glad to provide the complete client edition and discuss the implications for your logistics operating model and technology architecture.

Request the client edition

The post The New Economics of Logistics Visibility appeared first on Logistics Viewpoints.

Continue Reading

Non classé

o9 Solutions Uses a Knowledge Graph to Connect Supply Chain Decisions

Published

on

By

Supply chain decision-making is difficult partly because the relevant information is distributed across products, locations, suppliers, orders, capacities, policies, and external events. A system may have access to all of those records and still struggle to understand the relationships among them quickly enough to support a consequential decision.

o9 Solutions addresses that problem through its Digital Brain architecture, including an enterprise knowledge graph and in-memory modeling designed to connect demand, supply, inventory, planning, and operating context. That semantic layer is important because it gives analytics and AI a structured representation of how supply chain entities relate to one another rather than treating the environment as a collection of independent tables and documents.

The company combines this architecture with integrated planning, optimization, scenario modeling, machine learning, and human oversight. The strategic direction is toward a continuous decision environment where changes can be interpreted quickly, alternatives can be modeled, and recommendations can be traced back to the assumptions, events, and constraints that produced them.

As with any broad planning and intelligence platform, the value depends on implementation quality. Knowledge models need strong data governance, entity resolution, process ownership, and clear decision rights. A sophisticated model of the supply chain is useful only if the organization can keep it current and use it consistently in real operating workflows.

o9 Solutions appears in the Logistics Viewpoints Supply Chain Decision Intelligence MarketMap and Autonomous Exception Management MarketMap. The two MarketMaps highlight the relationship between integrated decision intelligence and the faster exception-response capabilities now developing around it.

The post o9 Solutions Uses a Knowledge Graph to Connect Supply Chain Decisions appeared first on Logistics Viewpoints.

Continue Reading

Non classé

AI Will Not Transform the Supply Chain Until the Architecture Around It Catches Up

Published

on

By

Executive thesis. The model is becoming the least durable layer of the AI stack. Sustainable advantage will come from the operating architecture around AI: authoritative context, governed tools, permissions, observability, and connection to enterprise workflows.

The model is only one component

Supply chain AI discussions often begin with model capability: prediction accuracy, reasoning quality, computer vision performance, or the fluency of a generative system. Those capabilities matter, but operational value depends on everything around the model. The system still needs authoritative context, enterprise tools, permissions, workflow, observability, and a reliable path from recommendation to action.

Different AI patterns solve different problems

Prediction, optimization, generative AI, vision, and agents should not be treated as interchangeable technologies. Forecasting demand, selecting a route, extracting information from a document, interpreting an image, and executing a multi-step workflow require different evidence, control, and performance measures. A mature architecture starts with the decision or task and chooses the AI pattern that fits it.

Context is the operating fuel

An AI system can produce a plausible answer while using stale or incomplete operational context. In logistics, that can be dangerous because the truth may reside across orders, inventory, rates, carrier status, warehouse state, supplier records, and policy documents. Retrieval, master data, identity resolution, and system access therefore become part of the AI architecture, not secondary data-engineering concerns.

Tool access turns intelligence into consequence

The moment an AI system can create a shipment, change an order, contact a carrier, release inventory, or approve an exception, governance becomes an operational requirement. Tool permissions, financial limits, approval gates, idempotency, retries, and rollback are the mechanisms that separate an interesting demonstration from a dependable production workflow.

Measure workflow performance

A fluent response is not the right success metric for operational AI. Supply chain leaders should measure decision latency, manual context gathering, exception closure, override behavior, error recovery, tool failure, and the business outcome being improved. That measurement discipline also creates a rational basis for expanding autonomy as evidence accumulates.

The Logistics Viewpoints AI in Logistics: Use Cases, Architecture, and Implementation Guide separates the major AI patterns and connects them to data, tools, governance, workflow, observability, and ROI—the architecture required to move from model capability to operating value.

Executive implication

AI strategy should separate model selection from control architecture and measure value through workflow performance, decision quality, and operational outcomes.

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

Related Logistics Viewpoints research

Download: AI in the Supply Chain — From Architecture to Execution
The New Architecture of Logistics

Go Deeper

Read the full AI in Logistics: Use Cases, Architecture, and Implementation Guide.

Explore the broader AI & Advanced Analytics domain for related Logistics Viewpoints research and analysis.

The post AI Will Not Transform the Supply Chain Until the Architecture Around It Catches Up appeared first on Logistics Viewpoints.

Continue Reading

Trending