Trans-Pacific trade lane
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American Shipper
Hapag-Lloyd: Box boom, capacity crunch may last into 2021
Hapag-Lloyd sees strength until “at least Chinese New Year” and a challenge to “get containers where they need to be.”
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American Shipper
Containers are ‘the new gold’ amid ‘black swan’ box squeeze
There are not enough containers in China to handle all the U.S.-bound cargo — and box factories are now sold out into Q2.
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American Shipper
Matson offers inside glimpse of trans-Pacific pandemonium
U.S.-listed carrier reveals the latest on trans-Pacific holiday rush, restocking, e-commerce spike and port congestion.
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American Shipper
Holiday ‘shipageddon’ update: Container sector scrambling
The trans-Pacific market is bursting at the seams as shippers rush in holiday cargoes.
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American Shipper
US import bonanza could extend into 2021 on ‘record’ restocking
‘Get ready for the biggest restocking cycle on record,’ says Jefferies.
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American Shipper
Red-hot ocean rates could spark government intervention
China could decide enough is enough if trans-Pacific rates rise too high.
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Air Cargo
E-commerce logistics, airfreight fuel Kerry Logistics’ 1H profit
Hong Kong-based 3PL’s warehouse business suffers from shrinking inventories, but forwarding business saves the day, leading to $109 million first-half profit.
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American Shipper
Need for speed drives ships toward Pacific ports
E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.
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American Shipper
Fewer trans-Pacific cuts signal 3Q demand on the mend
New data reveals third-quarter ocean schedules still largely intact — a positive sign on cargo bookings.
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Trade and Compliance
Commentary: Trans-Pacific lane is the trade war truth barometer
Phase One of the U.S.-China trade deal is scheduled to take effect Wednesday. Read CNBC’s Lori Ann LaRocco’s take on how that trade has changed…
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