The Daily | November 12, 2025
We analyze why Ocean rates tested by capacity conundrum despite carriers attempting General Rate Increases and blanked sailings, indicating continued overcapacity and weak demand on the trans-Pacific trade lane. Simultaneously, we explore the quick response from air cargo providers, detailing how FedEx plugs transport hole caused by MD-11 groundings by activating spare aircraft and diverting packages to its domestic ground network. We examine the state of port traffic, noting that Container imports off 17.6% at leading US port in October 2025, although the Port of Long Beach remains on pace…
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