Asia–Europe and transpacific market conditions have shifted sharply in recent weeks, as strong demand tightens available space and enables carriers to push through higher spot rates and surcharges, even on shipments moving under long-term contracts. Recent index data shows steady…

Diplomatic efforts to reopen the Strait of Hormuz remain stalled, constraining one of the world’s most important energy corridors and prolonging the biggest disruption to global oil supply in decades.  Public statements from Tehran suggest Hormuz will only fully reopen…

Container shipping normally follows a traditional demand curve, with rates climbing into Chinese New Year, softening through spring, and then building towards a Q3 peak. But not this year. The crisis around the Strait of Hormuz is introducing an extra…

Airfreight has always played a dual role in supply chains, providing a reliable core mode for some flows and a pressure‑relief valve when ocean networks clog up.  The current Middle East crisis has upended that safety‑valve function; because instead of…

Heading into the second half of 2026 shippers face, a politically charged USMCA review, an early tightening on the trans‑Pacific, and war‑driven fuel costs pushing up inland transport prices across North America.  Together, they are rewriting the assumptions many companies…

China is rewiring the legal framework around its ports and supply chains and that matters for every UK shipper moving goods to, from or via China.  Two new sets of rules in 2026 change who controls disputes, how far you…

The UK automotive industry is urging the European Union to preserve close manufacturing integration with Britain as Brussels advances new industrial policies designed to strengthen European supply chains and accelerate domestic electric vehicle production. The Society of Motor Manufacturers and…

Although some shipping lines have begun selectively routing vessels back through the Suez Canal to reduce transit times and improve vessel utilisation, the industry remains far from a full-scale return to pre-crisis operating patterns. Diversions around the Cape of Good…

On 13 May 2026, the King’s Speech set out the government’s plans for the next Parliamentary session, including efforts to reset post-Brexit relations, forge closer economic ties with the EU and reduce unnecessary barriers to trade. The reset is not…

Container shipping markets appear to be entering an earlier and increasingly fragmented peak season, as geopolitical disruption, rising fuel costs and tighter carrier capacity management reshape freight demand across major trade lanes. Bookings on several east-west corridors strengthened earlier than…

The extension of the US–Iran ceasefire has done little to stabilise operating conditions in the region, with last week’s seizure of two MSC-managed container vessels by Iran’s Islamic Revolutionary Guard Corps in the Strait of Hormuz.  The incident highlight the…

With the Strait of Hormuz effectively closed, crude oil can still exist within the region, but refined products, which includes marine fuel, jet fuel and diesel, can no longer move freely to key consumption markets, which has triggered a sharp…

Airfreight markets have undergone a prolonged period of elevated pricing since the start of Middle East hostilities and despite softer demand in recent weeks spot rates have continued to rise sharply.  Global spot rate indices are up by more than…

A significant shift in the legal framework governing global shipping comes into force on 1 May 2026, as China implements revisions to its Maritime Code.  While the changes are designed to align with international standards, their practical effect is to…

Global supply chains are operating in a more stable position than at the peak of the Iran war, but conditions remain far from normal.  President Trump’s announcement of a ceasefire, tied to the opening of the Strait of Hormuz, has…

Global air freight markets have shifted abruptly from gradual recovery to a far more volatile, supply‑constrained environment, with the Middle East crisis now the dominant driver of pricing, routing and capacity decisions. Rates have risen quickly in recent weeks, with fuel costs, network disruption…

The global air freight market is entering a more critical phase, as a deepening jet fuel crisis begins to threaten operational stability through the second quarter and beyond. What initially appeared as a short-term shock linked to Middle East disruption…

For years, the road freight market has been under sustained pressure, shaped by a combination of post-Brexit structural change, rising costs and geopolitical disruption.  At the same time, there are early signs that the UK may begin to move closer…

The effective closure of key Gulf shipping routes has halted vessel access to major regional hubs, leaving ships anchored or diverted and forcing carriers to discharge cargo at alternative ports across Oman and the UAE. These ports are now acting…

Overland transport across the Middle East has moved from a contingency option to a critical component of regional supply chains, as disruption to ocean and air networks forces cargo onto road-based alternatives. The result is a rapidly tightening environment, where…

The latest Global Trade Observatory Outlook, based on insights from more than 3,500 senior supply chain executives, highlights a contradictory confidence in trade growth, while the conditions that support growth are increasingly fragile. Global goods trade reached record levels in…