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Congestion playing a bigger role in container rates – August 18, 2026 Update
Published
5 heures agoon
By
Weekly highlights
Ocean rates – Freightos Baltic Index
Asia-US West Coast prices (FBX01 Weekly) increased 9%.
Asia-US East Coast prices (FBX03 Weekly) increased 3%.
Asia-N. Europe prices (FBX11 Weekly) decreased 1%.
Asia-Mediterranean prices (FBX13 Weekly) decreased 4%..
Air rates – Freightos Air Index
China – N. America weekly prices increased 17%.
China – N. Europe weekly prices increased 8%.
N. Europe – N. America weekly prices increased 1%.
Analysis
The US-Iran Memorandum of Understanding – signed sixty days ago and aimed at reopening the Strait of Hormuz and kickstarting negotiations to end the war – expired yesterday. As Iranian attacks continue and the US blockade remains in place, a reopening is seemingly no closer than before the agreement.
Despite the ongoing war and increased tensions and renewed attacks in the Red Sea, Maersk – along with Hapag-Lloyd, CMA CGM and COSCO – is determined to continue taking steps back toward resuming Red Sea transits. While earlier threats and attacks in the waterway had led to carrier u-turns, changed container market conditions may be behind this new carrier resolve to return even as security concerns remain.
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Linerlytica recently pointed out that even with significant insurance premiums to cross the Bab el Mandeb, higher fuel costs from the Hormuz closure are making diversions around the Cape of Good Hope much more expensive than they’d been from late 2023 when diversions began until the start of the war.
Another new motivating factor may be port congestion that just won’t seem to go away. The current spike in congestion can be attributed to external shocks like recent storms and drought. But even before these developments, major ports in the Far East and especially Europe have been plagued with higher than normal delays due to steady increases in volumes that are pushing past port capacity levels.
Maersk recently singled out congestion as a new and major component of container market dynamics, with growing headhaul demand leading to a heavier headhaul/backhaul imbalance, and a growing number of empty containers for ports to process. In terms of the Red Sea, vessel capacity chronically tied up for long stretches at congested ports may be incentivizing carriers to consider the shorter Red Sea route and add some speed to a slowed-down ecosystem.
Port congestion, which now includes delays from a labor strike in Germany, could be one factor keeping Asia – Europe container rates higher than they otherwise would be as peak season demand eases. Cooling volumes have brought down freight rates from their mid-July highs on Asia – Europe lanes, as this year’s early peak season started to unwind early too.
Asia – N. Europe prices averaged about $5,000/FEU last week but have decreased to $4,700/FEU so far this week, down 20% and more than $1,000/FEU since the July high, but still 60% and $1,800/FEU higher than back in May before peak season began. Asia – Mediterranean rates dipped 4% last week but fell another $900/FEU so far this week to about $5,000/FEU for a $2,000/FEU and 30% slide from their July peak.
Peak season demand on the transpacific, meanwhile continues to hold up. Rates to the West Coast climbed 9% last week to about $7,400/FEU, nearly back to its earlier high following some decrease in the second half of July. East Coast prices increased 3% last week to a new high of $9,400/FEU.
Container spot rates could face some upward pressure from other sources in the coming weeks too. Bunker prices have climbed 15% since the ceasefire collapse, and some carriers will increase emergency fuel surcharges by about $90/FEU in mid-September.
The Panama Canal Authority is taking preemptive steps to conserve water in anticipation of serious El Nino-caused drought later this year and into 2027. The ACP has reduced daily transits by two, and will lower the maximum draft for Neopanamax vessels by a foot and a half to 48 feet later this month, and 47.5 feet in early September. Some carriers announced canal transit surcharges ranging from $200 – $1,000/FEU starting in mid-September, which could impact freight rates for some Asia – US East Coast volumes.
For frame of reference, the Panama Canal last faced significant low water levels for about a year starting in May 2023. At its lowest, draft restrictions were set at 44 feet and daily transits were reduced to 22 from a norm of about 36. Higher costs and longer waits meant that some carriers adjusted relevant services to avoid the canal, relying instead on transhipment from one coast of Panama to the other. Some of the West Coast volume increases during that stretch may have also been driven by those restrictions.
Air cargo rates out of China increased last week, possibly driven by disruptions to air operations from the recent typhoon. Freightos Air Index data show China – N. America prices up 17% to more than $7.00/kg last week, though rates have eased to about $6.50/kg so far this week. China – Europe rates climbed 8% to $4.45/kg last week and have decreased slightly since then. China – Europe operations have faced slumping volumes as the EU de minimis cancellation has reduced e-commerce demand on this lane, though carrier capacity shifts have prevented a sharp rate drop.
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The post Congestion playing a bigger role in container rates – August 18, 2026 Update appeared first on Freightos.
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Why B2B Thought Leadership Needs a Market Narrative, Not a Content Calendar
Published
15 heures agoon
18 août 2026By
Most B2B thought leadership programs are organized around deliverables. A company plans a few articles, an analyst briefing, perhaps a customer story, a webinar, and a handful of executive posts. The pieces may all be good, and they may even perform well individually. But that does not necessarily mean the market understands the company any better.
The more important question is whether those activities are building toward a common market narrative.
A Content Calendar Is Not a Strategy
Content calendars are useful for managing production. They help teams organize deadlines, contributors, publication dates, and channels, but they are operational tools rather than strategic ones. They do not answer the more important questions: What does the company want to be known for? Which market problem does it have the credibility to speak about? What does the company understand that buyers may not yet understand? What evidence supports that position?
Without those answers, a content program can become a sequence of unrelated topics. One month the company discusses AI. The next month it talks about resilience, sustainability, integration, or a product launch. Each subject may be relevant, but relevance alone does not create positioning.
A market narrative does.
Start With What the Market Should Understand
A useful thought-leadership strategy begins by defining the change in perception the company is trying to create. That might mean establishing credibility in a new market, changing how buyers perceive an established company, demonstrating expertise around an emerging technology, or connecting a company’s capabilities to a business problem that has become more important.
The objective should be simple enough to state clearly: six months from now, what should the market understand about this company that it does not fully understand today?
That question changes how content gets selected. Instead of asking what the company should publish next, the organization begins asking what evidence, perspective, or proof the market still needs.
Build Around a Few Durable Ideas
Strong market narratives are usually built around a relatively small number of ideas. That matters because B2B markets are noisy, and buyers, analysts, partners, and industry media are exposed to thousands of messages. Companies often respond by trying to say more when they would usually be better served by saying fewer things more consistently.
A supplier might want the market to understand that it can operate at global scale, that its technology materially improves decision speed, and that customers are already achieving measurable operational results. Those ideas can then appear in different forms without every piece sounding the same.
A research discussion can examine the market problem. A customer story can provide operational evidence. An executive commentary can offer a broader point of view, while a product development can demonstrate how the company’s strategy is becoming tangible. The subjects change, but the underlying narrative remains recognizable.
Evidence Matters More Than Repetition
Consistency does not mean repeating the same claims. Unsupported repetition can quickly become marketing noise, while a stronger approach is to accumulate evidence over time.
That evidence may come from customer results, implementation experience, product capabilities, market research, operational data, geographic reach, or executive expertise. Different forms of evidence strengthen different parts of the story, and together they create a more credible picture of why the company matters.
This is particularly important in technology markets, where buyers are increasingly skeptical of ambitious claims around artificial intelligence, automation, autonomous operations, and transformation. The more consequential the claim, the more important the proof.
Thought leadership becomes more credible when it helps the market understand not only what is changing, but why the company’s perspective deserves attention.
Customer Stories Can Anchor the Narrative
Customer evidence is especially powerful because it moves the discussion from potential to execution. Technology suppliers naturally talk about functionality and architecture, but buyers ultimately want to know whether those capabilities produced a meaningful operational result.
A strong customer story can answer that question while also reinforcing the broader market narrative. The most useful stories are not simply testimonials. They explain the operating problem, what changed, how the technology was applied, and what the organization learned.
That makes the customer part of the industry conversation rather than merely a reference account.
Thought Leadership Should Be Bigger Than the Product
The strongest executive perspectives usually start with a market problem rather than a product. In supply chain, that might involve how companies should approach AI, how organizations should think about autonomous decision-making, why integration architectures are changing, or how operational complexity is affecting traditional planning and execution models.
A supplier with real experience in those areas can contribute something valuable to the market conversation. That perspective also gives the company more room to demonstrate expertise without turning every piece into an extension of a product pitch.
If every article ultimately returns to the product, readers recognize the pattern quickly. Thought leadership works better when the company is willing to explain the market even when the answer is larger than what it sells.
Market Narratives Create Compounding Value
This is where the distinction between a calendar and a narrative becomes important. A calendar produces content sequentially, while a narrative allows content to compound.
A market observation can establish the issue. Research can provide context. A customer example can add evidence. An executive perspective can extend the argument, and a product development can demonstrate progress. Over time, the individual pieces begin supporting one another rather than competing for attention as isolated assets.
That creates something far more valuable than a collection of content: a recognizable position in the market.
The Test Is Not How Much You Published
At the end of a six-month thought-leadership program, the most important metric is not simply the number of articles, videos, briefings, or impressions produced. Those metrics matter, but they are intermediate measures rather than the ultimate test.
The harder question is whether the company’s market position became clearer. Do buyers associate the company with the issues it wanted to own? Do analysts better understand its differentiation? Are customers reinforcing the same underlying story? Does the company have stronger evidence than it had six months earlier?
If the answer is yes, the content program did more than fill a calendar. It helped build a market narrative.
The post Why B2B Thought Leadership Needs a Market Narrative, Not a Content Calendar appeared first on Logistics Viewpoints.
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The Enterprise Workflow Is Becoming More Important Than the Enterprise Application
Published
1 jour agoon
18 août 2026By
Enterprise software has traditionally been organized around applications. Companies buy an ERP to manage transactions, a WMS to run the warehouse, a TMS to manage transportation, planning applications to build forecasts and plans, and procurement systems to manage sourcing and suppliers. That architecture reflects real functional expertise, but the most important supply chain problems increasingly occur in the workflow that crosses those applications rather than inside any one of them.
The need for an execution architecture makes this shift easier to see. Once the enterprise begins designing the path from signal to decision to action, the unit of analysis is no longer the application; it is the end-to-end workflow. AI strengthens this transition because agents can potentially follow a problem across several systems in a way traditional application-centric automation rarely could.
Operational Problems Ignore Software Boundaries
A supplier failure does not remain a procurement event. It changes inventory exposure, affects production schedules, alters transportation requirements, threatens customer commitments, and may create financial consequences. A late customer order can similarly cross order management, inventory allocation, warehouse execution, transportation, and customer service before it is resolved.
The applications involved may all be performing correctly while the overall process is poor. This is also why I argued that real-time visibility may stop being a standalone market: once visibility becomes embedded in broader workflows, its value increasingly comes from what happens next. That is one reason the move from functional software to decision architectures is important: the enterprise outcome depends on the sequence of decisions across systems, not just the quality of each individual application. Application excellence remains necessary, but it is no longer sufficient.
The Workflow Is Where Context Accumulates
An individual system sees only part of the situation. The TMS may know freight options, the WMS knows inventory and labor, the planning system understands forecast and supply implications, and the ERP contains financial and transactional context. The cross-application workflow is where these perspectives can be combined into a decision that reflects the business rather than one function.
This helps explain the rise of an intelligence layer above ERP, TMS, and WMS platforms. The strategic value of such a layer is not that it replaces those systems, but that it can assemble context and coordinate work across them. AI agents are particularly well suited to this role when they have governed access to enterprise data and tools.
Platforms Gain an Advantage, but Not a Monopoly
The trend also helps explain why supply chain platforms and networks are becoming more strategically important. A platform that already spans planning, execution, visibility, and transactions can reduce the friction involved in moving context across the workflow. That can be a powerful architectural advantage as more decisions become cross-functional.
It does not automatically settle the best-of-breed versus platform argument. A specialized application can still be superior when depth of functionality matters, and many enterprises will continue to operate heterogeneous technology estates. The winning architecture may therefore be a governed hybrid in which specialized applications participate in common workflows rather than behave as isolated destinations.
Standards Matter Because Workflows Need Reach
Emerging approaches such as MCP, A2A, and graph-enhanced AI matter in this context because cross-application workflows require agents to discover tools, exchange information, and understand relationships among entities. Standardized access reduces the bespoke integration burden that has historically made cross-system automation expensive. Graph structures can also help preserve the relationships among orders, inventory, suppliers, customers, facilities, and transportation movements that give an operational event meaning.
However, technical reach does not guarantee operational quality. The workflow still needs business logic, guardrails, escalation paths, and a clear enterprise objective. Technology can make it possible for an agent to touch ten systems, but management has to decide what the agent should accomplish across them.
Workflow Ownership Becomes a Management Issue
This creates an organizational question that many companies have not fully addressed: who owns the cross-functional workflow? Functional leaders own their systems and KPIs, while IT owns much of the integration infrastructure. Yet a disruption-resolution workflow may cut across procurement, planning, transportation, warehouse operations, finance, and customer service without having a single natural owner.
As AI automates more of these paths, workflow ownership will become more important. Someone has to define the objective, resolve competing priorities, determine what can be automated, and measure whether the end-to-end process improves. That responsibility may sit in a control tower, an operations excellence function, a transformation office, or a new type of process owner, but it cannot remain implicit.
From Application Portfolios to Operating Flows
The shift does not mean enterprise applications disappear. It means companies should evaluate them partly by how effectively they participate in operating flows. APIs, event models, permissions, configurability, semantic consistency, and agent access become as important as the features visible inside the user interface because those characteristics determine whether the application can participate in automated decision and execution loops.
The sequence is now becoming clear. The coordination premium explains why enterprise objectives matter, the cross-functional agent problem explains why local optimization is dangerous, and the execution architecture defines the path from intelligence to action. Once the workflow becomes the unit of execution, the next question is economic: how much value is created when that workflow operates faster? That leads directly to decision latency.
The post The Enterprise Workflow Is Becoming More Important Than the Enterprise Application appeared first on Logistics Viewpoints.
Warehouse automation is moving quickly from a specialized investment to a core component of modern distribution strategy. Automated storage and retrieval systems, or AS/RS, are increasingly central to that transition, helping companies increase storage density, improve throughput, reduce manual travel, and make better use of increasingly expensive warehouse space.
In this Logistics Viewpoints video, recorded in Orlando, we discuss the evolution of automated storage and retrieval systems and what these technologies mean for warehouse and distribution operations.
The conversation looks beyond the equipment itself. As warehouses become more automated, companies increasingly need to think about how storage, material movement, software, labor, and broader fulfillment processes operate as an integrated system.
For supply chain leaders evaluating warehouse automation, AS/RS is becoming part of a much larger question: what should the warehouse of the next decade look like, and where does automation create the greatest operational value?
Watch the full Logistics Viewpoints discussion below.
The post Automated Storage & Retrieval Systems — Orlando appeared first on Logistics Viewpoints.
Congestion playing a bigger role in container rates – August 18, 2026 Update
Why B2B Thought Leadership Needs a Market Narrative, Not a Content Calendar
The Enterprise Workflow Is Becoming More Important Than the Enterprise Application
Container rates jump another $1k/FEU – but is demand peaking? – July 8, 2026 Update
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