Maritime Logistics
10 briefings, newest first.
- Section 301 Replaces Section 122 Without a Gap
Section 122's 10% surcharge expires and new Section 301 duties take effect the same minute, while diesel jumps on Hormuz and the Union Pacific–Norfolk Southern merger clears another hurdle.
- Rates Up, Carriers Down: A Week of Opposite Signals
Container rates hit a 2026 high while Maersk, Hapag-Lloyd and ZIM post losses, the Trump–Xi summit yields a 200-plane Boeing order, and consumer sentiment sets another record low.
- Tariff Pass-Through Finally Shows Up in the Data
April PPI jumps 1.4%, nearly triple forecasts, as wholesalers pass tariffs through, and the Federal Circuit pauses the ruling that struck down the Section 122 tariff.
- Court Strikes Down Section 122 as Consumer Sentiment Hits an All-Time Low
The Court of International Trade invalidates the 10% Section 122 tariff, surcharges lift container rates 3%, and consumer sentiment falls to 48.2, the lowest since 1952.
- Ocean Rates Soften Through a War as Truckload Hits 12-Year Highs
Q1 GDP misses at +2.0% with hot inflation, the CAPE refund portal posts its first data, Union Pacific refiles its $85 billion merger, and truckload spot rates hit a 12-year high.
- Iran Seizes MSC Francesca and Turns Hormuz Into a Trade Weapon
Iran captures an 11,660-TEU container ship in the war's first containership seizure, turning what carriers treated as an energy disruption into a shipping-lane closure.
- Blockade Breaks the Ocean Rate Rally as Consumer Sentiment Hits a Record Low
A U.S. Navy blockade knocks ocean rates off a six-week peak, consumer sentiment falls to a record low, diesel posts its first decline in 12 weeks, and MODEX puts physical AI into production.
- A Fragile U.S.–Iran Ceasefire Moved Markets, Not the Disruption
Oil drops $20 and stocks surge on the ceasefire, but Hormuz stays largely blocked, Section 232 metals tariffs take effect, and diesel climbs to $5.64.
- The Hormuz Blockade Reshapes Every Freight Mode at Once
Diesel hits $5.38 as the Hormuz crisis enters its fourth week, container rates rise for a third straight week, the Fed raises its inflation outlook, and Amazon overtakes USPS in parcels.
- Tariff Paradox Week: China Retaliation Meets Record Investment
China's rare earth controls trigger a threatened 100% U.S. tariff, container rates hit two-year lows, and factory investment keeps setting records despite a contracting PMI.
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