February 5th, 2026
US-Iran Tensions Fuel Surge in Oil Fund Investments
Rising geopolitical friction between the US and Iran is pushing investors into oil funds, signaling expectations of higher fuel prices ahead. For shippers, this means fuel surcharges could climb in the coming weeks, so locking in rates now might save you money down the road.
Tariffs Kill the Pre-Lunar New Year Cargo Rush on Trans-Pacific
The traditional surge of shipments before Lunar New Year has flatlined this year, with tariffs blamed for the drop in trans-Pacific volumes. Shippers who were counting on that seasonal capacity crunch to justify premium rates may find a softer market, but long-term uncertainty around trade policy keeps everyone guessing.
Soaring Shipping Costs Set to Hit Consumer Prices Hard
A new report warns that elevated shipping costs will inevitably flow through to retail prices, squeezing both businesses and consumers. If you’re importing goods, expect margin pressure unless you can negotiate better carrier contracts or find alternative sourcing strategies.
Chittagong Port Strike Cripples Bangladesh Container Traffic
A labor strike at Bangladesh’s busiest port is choking container flows, creating delays for apparel and textile shipments. If your supply chain touches South Asia, start planning for extended lead times and consider routing alternatives until the dispute is resolved.
Atlantic Storms Force Western Mediterranean Terminals to Close Again
Severe weather is shutting down terminals across the Western Mediterranean for the second time recently, backing up vessel schedules and cargo. Shippers moving goods through Spain, Morocco, or Algeria should brace for delays and keep communication tight with their carriers.
Chinese Company Fires Back at Panama Over Canal Ports Contract
A Chinese company is claiming Panama deliberately targeted its contract at Canal ports, adding another layer of uncertainty to this critical trade chokepoint. With US interests also in play, shippers should watch this closely as any disruption to Canal operations could ripple across global routes.
Q4 Capacity Crunch Pushed Shipping Costs Even Higher
Tight freight capacity in Q4 2025 drove shipping costs up across the board, and the effects are lingering into the new year. For shippers planning 2026 budgets, building in buffer for continued rate volatility is essential as the market struggles to find equilibrium.
