iLogistics Exchange #Freight #Logistics #Shipping #SupplyChain #containershipping #freightrates #oceanfreight #freightoutlook #freightrateoutlook
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Joined June 2017
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iLogistics Exchange retweeted
Ocean freight reliability is falling sharply heading into Q4. On the trans-Pacific, just 26.9% of shipments arrived on time in September — and booking space on preferred sailings is expected to become harder, not easier, in the weeks ahead. Asia-Europe is in even rougher shape, with only 9.9% on-time performance last month.
WiseTech Global's October outlook breaks down what shippers and forwarders need to watch across all three major east-west trades.
vist.ly/5p3b5
iLogistics Exchange retweeted
Container freight rates rebound on Asia–Europe routes after 13 weeks of declines. Shanghai–Genoa gains 7%, Shanghai–Rotterdam 6%, lifting Drewry's World Container Index by 3%. But will the recovery last? #shipping #sea #transport #freight #container trasportoeuropa.it/english/e…
iLogistics Exchange retweeted
SoCal’s record import wave is rolling off the docks and onto the highway.
📦 The Port of LA moved 1M+ TEUs in September, its busiest month ever
📈 LA and Ontario outbound dry van volumes are up 61% year over year
🔝 LA dry van spot is back near $3.20/mile, a 4-year high
🌵 LA to Phoenix loads pay just over $2,000, up from about $1,200 a year ago
With peak retail season kicking in, expect LA and Ontario to stay tight and outbound capacity to be hard to find.
Carriers, are you chasing Phoenix freight or staying put in the LA basin?
#DryVan #Trucking #FreightMarket #DATiQ #PeakSeason
iLogistics Exchange retweeted
‼️#Container #freight #rates rebound as #Asia-#Europe indexes diverge
👉container-news.com/container…
Frontline,DHT, Teekay Tankers , Scorpio Tankers, TORM, Okeanis, Tsakos
🚢 💰The tanker boom is paying a small club of owners
With supertankers earning record rates this year, here is who actually owns the ships ⬇️
📈 Listed owner:
Frontline,DHT, Teekay Tankers , Scorpio Tankers, TORM, Okeanis, Tsakos.
Their shares carry the freight rally straight to investors.
🏛 State-linked fleets:
🇸🇦 Bahri, 🇨🇳 COSCO Shipping Energy, 🇲🇾 MISC/AET, 🇷🇺 Sovcomflot and 🇮🇷 NITC.
They mostly ship their own country's oil, and the last two operate under sanctions.
🇬🇷 Private Greek families:
Maran (Angelicoussis) and Dynacom are among the largest crude fleets in the world, with no listed shares.
🇯🇵 Japanese and US names
Mitsui O.S.K. Lines, International Seaways, OSG.
💰 Listed shipping companies are now worth a record $ 70bn+.
But much of this year's windfall goes to private owners who publish no accounts.
Do not miss my latest article on this.
Link 👇
themerchantsnews.substack.co…
iLogistics Exchange retweeted
🇺🇸 Alaska LNG has one big selling point for Asia: distance.
From Nikiski to 🇯🇵 Tokyo is 3,000 nautical miles, about a week at sea.
From the US Gulf Coast through Panama it’s 9,000+ nm and around 20 days.
The route passes no canal, no Hormuz and no Malacca. With Hormuz under attack, a cargo that never crosses a chokepoint is worth more to Asian buyers.
That’s why 🇹🇼 Taiwan, 🇯🇵 Japan, 🇰🇷 Korea and 🇹🇭 Thailand have all lined up for volumes.
The deals are still soft, though.
DOE’s 1 Oct status report lists letters of intent and heads of agreement, with no long-term export contract signed yet.
The pipeline FID was once targeted for end-2025 and still hasn’t happened.
In-state gas is planned for 2029, and LNG exports come after that.
At $44–55bn, the project now needs binding signatures from Asia’s buyers.
iLogistics Exchange retweeted
🚛 Dry van rates climbed last week, even as load posts fell 20.4%.
📈 National dry van spot averaged $2.26/mile, up 5 cents week over week
📊 Up 35.1% year over year and 23.0% above the seasonal average
🌴 California and Ohio River led regional gains, each up 7 cents
⚖️ Load-to-truck ratio eased to 10.50 but sits well above 6.29 a year ago
DAT’s 35-day forecast has dry van near $2.23/mile, still well above where the market sat a year ago.
Carriers, are you feeling the lift out of California or the Ohio River?
Full report 👉 bit.ly/4zx7D56
#DryVan #Trucking #FreightMarket #DATiQ
iLogistics Exchange retweeted
To think China will step back from its export-led growth model is naive. It won't. In fact, China is doing the opposite. It's doubling down. China's exports to every possible EM imaginable are going through the roof. A new age of Chinese mercantilism...
robinjbrooks.substack.com/p/…
iLogistics Exchange retweeted
China’s dependency on oil is dropping fast
iLogistics Exchange retweeted
📢 Fresh from announcing a deal to acquire a majority stake in Euroports, A.P. Moller Capital is set to acquire 100% of Singapore-based cargo ports operator and engineering business Portek International Pte Ltd.💸
#WorldCargoNews #containershipping
lnkd.in/dWGvrJ5G
iLogistics Exchange retweeted
Freight Market Pulse for Thursday, October 15, as of 9:10 AM ET
Dry van: 34,665 loads of live volume, 9,501 trucks, load-to-truck ratio 3.65
Reefer: 14,929 loads, 3,568 trucks, LTR 4.18
Dry van LTR of 3.65 is a big drop from 5.14 yesterday. Live volume is down 23.1% vs. yesterday while trucks are up 8.4%.
Dry van vs. last Thursday (10/8): live volume down 3.1%, trucks down 4.6%, LTR 3.65 vs. 3.59.
Reefer vs. yesterday: loads down 27.9%, trucks up 7.5%. Vs. last Thursday: loads down 9.0%, trucks down 10.0%.
Tightest markets by DAT zone:
Van: Z9 West Coast at 10.36 (6,100 loads, 589 trucks).
Reefer: Z5 Upper Midwest/Plains at 6.80.
For shippers, today's snapshot shows more trucks per load than yesterday, but van is roughly in line with last Thursday, so don't assume a lasting shift. For carriers, West Coast van and Upper Midwest reefer are where loads most outnumber trucks.
These are point-in-time snapshots and they move quickly. Pair them with lane-specific rate history before you quote.
Source: DAT. Compiled by Pivot Supply Chain Solutions.
ALT Pivot Freight Market Pulse, DAT load and truck counts for dry van and reefer by zone, Thursday 10/15/2026
iLogistics Exchange retweeted
Suez Canal #containership transits exceed 50% of pre-disruption levels #TEUs #containers @BIMCONews
hellenicshippingnews.com/sue…
iLogistics Exchange retweeted
Jensen Huang recognized that five of his biggest customers were trillion dollar hyperscalers that were each building their internal alternative to NVIDIA GPUs
In response, he financed and provided backstops to build up an entire ecosystem of neo cloud companies, the poster child being Coreweave
Coreweave buys GPUs from NVIDIA and then rents that compute back to other companies, including the hyperscalers themselves
In essence, Jensen helped build an intermediary between himself and the hyperscaler customers, with the goal of diversifying his revenue base
iLogistics Exchange retweeted
🛢️ Middle East crude exports had almost recovered.
Then the attacks resumed...
Combined crude exports from 🇸🇦 Saudi Arabia, 🇮🇶 Iraq, 🇦🇪 UAE, 🇰🇼 Kuwait, 🇮🇷 Iran, 🇶🇦 Qatar and 🇴🇲 Oman, million b/d:
Jan–Feb average: 18.9
May (low): 6.5, −66%
Sep: 14.7
Oct so far: 17.3, ~91% of pre-war
⚙️ The recovery came from workarounds: Saudi barrels moved by pipeline to the Red Sea, and shuttle tankers ferried crude through Hormuz to supertankers waiting outside.
Between March and September, the region exported 1.7bn fewer barrels than it would have at its pre-war pace.
⚠️ October’s number covers only the first two weeks.
Six ships were hit around Hormuz on 11 October, and more than 10 empty supertankers have turned back near Fujairah.
The month may not hold its gains.
NE China-Vancouver rates elevated on peak demand & blanks. Planning levels $7k–$10.5k/40ft Oct. Strong Canadian imports support floor; mild softening expected like USWC. Watch GRIs & rail connections. #AsiaCanada #ContainerRates #OceanFreight
Golden Week demand dip + rising Suez capacity pressure Europe rates. Transpacific holds high on US demand & blanks. Congestion + bunker costs provide floor. #FreightMarket #ContainerIndices