News in Brief podcast | Week 5 2026 | Terminal investment, Q4 and a looming rate war

The Loadstar · Feb 2, 2026 · 26m

This week’s News in Brief tracks a fragile balance across global shipping. Fresh investment into CMA CGM’s terminal portfolio highlights carriers’ long-term bets, just as renewed Houthi threats underline how uncertain a return to the Suez Canal remains and why Cape of Good Hope routings are still propping up today’s capacity balance. Weather disruption across Europe and the US adds another layer of pressure, while earnings updates from UPS and others reveal the ongoing fallout from restructuring, fleet changes and weakening demand. Gavin van Marle unpacks the latest spot rate movements as the…