## Company Profile FM GLOBAL LOGISTICS (M) SDN. BHD. - Category: Freight forwarder (Malaysia). Contact: Chew Chong Keat, Group Managing Director. Website: http://www.fmgloballogistics.com - Business scope (apparent from public profile and typical for the category): international freight forwarding (ocean/air), customs clearance, warehousing and distribution, project cargo and cross‑border logistics for exporters and importers based in Malaysia. Likely serves clients shipping manufactured goods and agricultural commodities through Port Klang and regional transshipment hubs. - Market position & scale: No public financials found in this search. Operates within Malaysia’s busy Port Klang/Westports ecosystem and therefore competes/cooperates with a dense network of local forwarders and NVOCCs that support export cargo and transshipment flows. Pain_points (2–3 concrete problems Tridge Ark can solve for FM Global Logistics and their clients): 1) Schedule & rate volatility on key Asia–EU/US lanes — blank sailings, Red Sea diversions and short‑term capacity squeezes are creating rollovers and longer transit times. Shippers (food & agri and mid‑sized manufacturers) need a delivery channel that can secure alternative routings and provide near‑real‑time rebooking and execution when sailings are canceled. Tridge Ark can run execution and replacement bookings for forwarded leads to protect service levels. 2) Compliance and traceability demand for EUDR (palm oil and derivatives) — EU due‑diligence requires plot‑level geolocation, chain‑of‑custody evidence and documentation. Malaysian mills, traders and smallholder supply chains are struggling to deliver EUDR‑grade paperwork. FM Global Logistics’ exporter clients facing EU sales need a logistics partner that can deliver verified documentation, end‑to‑end chain‑of‑custody handling and risk‑mitigating routing — a capability Tridge Ark provides through automated agent workflows and buyer/seller onboarding. 3) Rising port tariffs and gateway competition (Port Klang tariff adjustments, plus competition with Singapore transshipment) — these increase landed cost and create pressure on margins. Exporters may look to change lanes, consolidate shipments or seek alternative markets; FM Global Logistics needs a channel to rapidly match clients with compliant buyers and alternative sourcing/delivery options to avoid margin erosion. Hook_candidates (1–2 specific outreach angles tied to current market shifts): 1) EUDR compliance surge (time‑sensitive): "Malaysia exporters of palm‑oil derivatives and processed food now face urgent EUDR traceability deadlines and inspection risk in 2026. If your mill/trader clients need plot‑level evidence or an EU‑ready chain of custody, Tridge Ark can onboard those exporters and run the due‑diligence, documentation and EU delivery execution — preventing denied entries and unlocking compliant buyers at a premium." (Targets mills, traders, packers and agro‑export clients that FM Global already serves.) 2) Capacity & schedule insurance for Port Klang shippers: "Port Klang’s record throughput plus ongoing blank sailings and Red Sea diversions are increasing rollovers and transit times on Asia–Europe/US trades. Tridge Ark can act as an execution layer for your clients — rapid re‑routing, alternative carrier sourcing, and locked medium‑term contracts — reducing schedule risk and protecting customer service KPIs for FM Global Logistics." (Targets manufacturers and food processors who cannot absorb long transit delays.) Intel_summary (raw search results returned): === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – MALAYSIA MARITIME EXPORT/IMPORT & TRANSSHIPMENT TRENDS (2025–2026) === **Port Klang & Malaysia container trends** - Port Klang handled a record **15.14 million TEUs in 2025**, the highest in its history, according to Malaysia’s transport minister (data released March 16, 2026). ([malaymail.com](https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai)) - Within this total, **transshipment volumes rose 6.2% to 8.41 million TEUs in 2025**, underscoring Klang’s role as a regional hub along the Straits of Malacca. ([malaymail.com](https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai)) - Earlier reporting put Port Klang **10th globally** for container throughput in 2024, and—combined with Port of Tanjung Pelepas (PTP)—Malaysia ranked as the **5th-largest country** worldwide by total container handling in 2024. ([thestar.com.my](https://www.thestar.com.my/news/nation/2025/09/01/port-klang-ranks-10th-among-world039s-busiest-container-ports?utm_source=openai)) - A January 2026 equities note on Westports (the main private operator in Port Klang) forecasts **container volume growth of about 4.5% in 2026**, building off the 2025 record. This is anchored in both transshipment and gateway (import/export) flows and assumes Malaysia GDP growth of around 4.7%. ([businesstoday.com.my](https://www.businesstoday.com.my/2026/01/08/positive-on-westports-as-container-volume-forecast-to-grow-4-5-in-2026/?utm_source=openai)) **Gateway export/import mix and tariffs** - A parliamentary brief describing Port Klang’s recent performance notes that in a prior down year transshipment fell ~**10.1%** while export containers grew **5.6%** and import containers **7.5%**, illustrating the port’s dual role: exposure to global hub-and-spoke transshipment cycles but with growing domestic trade volumes. ([parlimen.gov.my](https://www.parlimen.gov.my/ipms/eps/2024-10-15/ST.92.2024%20-%20ST92.2024.pdf?utm_source=openai)) - Port Klang implemented a **two‑phase tariff adjustment of about 15%** starting July 2025, with the second phase scheduled for 2026. Investment research indicates that, despite higher port charges, strong demand and Malaysia’s hub position should support volume growth rather than diversion. ([img.pickastock.info](https://img.pickastock.info/images/data/pdf/2026/01/5246/5246_WPRTS_RHB-OSK_2026-01-28_BUY_6.89_WestportsBullishOnThroughputGrowthUGToBUY_1518591283.pdf?utm_source=openai)) **Competition and complementarity with Singapore (transshipment focus)** - Singapore remains the **world’s largest transshipment hub**, handling **44.7 million TEUs in 2025** (+8.6% YoY from 41.1 million in 2024) and transshipping roughly **one-fifth of global container traffic**. ([rivieramm.com](https://www.rivieramm.com/news-content-hub/news-content-hub/record-shattering-year-for-singapore-new-highs-for-tonnage-teu-and-bunkers-87417?utm_source=openai)) - By comparison, Port Klang (15.14M TEU, 2025) and PTP (over 12M TEU in 2024) together give Malaysia **~27–28M TEU** of annual throughput, positioning the country as Southeast Asia’s **second‑tier hub system** after Singapore. ([malaymail.com](https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai)) - PTP is described as **Malaysia’s largest transshipment hub** and the **15th‑busiest container port globally (2023)**, with 2023 throughput “over 11M TEU” and surpassing **12M TEU** subsequently. This further strengthens the Klang–PTP–Singapore corridor as one of the densest container routes globally. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Transport_in_Malaysia?utm_source=openai)) **Regional & structural factors for 2026** - A May 2026 Malaysian ports sector report projects **Southeast Asia container throughput to reach 148M TEU by 2029**, a **2.6% CAGR**, with Singapore, Malaysia and Vietnam as key growth drivers. It emphasizes MMC Ports and Port Klang as a “leading transshipment hub in Malaysia and key alternative to Singapore.” ([sc.com.my](https://www.sc.com.my/api/documentms/download.ashx?id=6ca9b532-aefe-4cc5-b2ad-b6c646c425d2&utm_source=openai)) - Parliamentary analysis of Port Klang stresses that liners are **reshuffling capacity from intra‑Asia to long‑haul trades** to chase better yields; however, this may saturate in 2H as global vessel oversupply weighs on utilization. This points to continued **competition for mainline calls** between Port Klang and Singapore, while feeder/intra‑Asia networks may see volatility. ([parlimen.gov.my](https://www.parlimen.gov.my/ipms/eps/2024-10-15/ST.92.2024%20-%20ST92.2024.pdf?utm_source=openai)) **Implications for Malaysia’s export/import flows in 2026** - With **record 2025 volumes** and forecast **mid‑single‑digit growth in 2026**, Malaysia’s maritime exports/imports via Port Klang are on an upward trend despite a softening global trade outlook. Transshipment still accounts for **around half or slightly more** of volumes (8.41M of 15.14M TEU in 2025), but gateway cargo growth outpacing past transshipment declines indicates **rising underlying Malaysian trade** (manufacturing, commodities, automotive, steel). ([malaymail.com](https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai)) **Section 1 sources:** ([malaymail.com](https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai)) === 2. [DEMAND SIGNALS] – OCEAN FREIGHT RATES & CAPACITY (ASIA–EUROPE, ASIA–US, 2026) === **Macro outlook for 2026 container freight** - S&P Global’s 2026 outlook expects **softer average rates** versus 2025 as global trade growth cools to **~1.7%** and a wave of new tonnage hits the water, but it emphasizes **persistent volatility** due to geopolitical disruptions and capacity management. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) - The **Red Sea/Suez crisis** remains a major distortion: as of January 2026, only **26 containerships** transited the Suez Canal compared to **175 via the Cape of Good Hope**, effectively rerouting most Asia–Europe and some Asia–US East Coast traffic and **absorbing ~2.5M TEU of effective capacity**. ([shipmateplus.com](https://www.shipmateplus.com/feeds/blog/ocean-freight-rates?utm_source=openai)) **Spot rate levels & lane‑specific signals (early 2026)** (Exact dollar numbers vary across indices; below are indicative magnitudes and direction of movement.) - A March 2026 market review notes that since around **20 March 2026**, spot rates on key China–US lanes increased by **USD 400–600 per FEU**. For example: - **Central/East Asia → US West Coast** climbed to roughly **USD 2,100–2,200/FEU** by late March 2026. ([reddit.com](https://www.reddit.com/r/FreightRight/comments/1s2qic5/ocean_rates_up_as_volumes_continue_to_sink/?utm_source=openai)) - Commentary around the same period suggests that **volumes remain weak** versus pre‑COVID peaks, but **space is tightening** due to capacity withdrawal and schedule disruptions, particularly on **Asia–US East Coast** and **Asia–Europe** routes. ([reddit.com](https://www.reddit.com/r/FreightRight/comments/1s2qic5/ocean_rates_up_as_volumes_continue_to_sink/?utm_source=openai)) - On **Asia–Europe**, S&P Global’s “Containers Quarterly” describes **seasonal firmness entering 2026**: - Pre‑Lunar New Year front‑loading and **delayed GRIs** pushed spot rates higher in early January. - Carriers maintained **blank sailings** to support these rate levels despite lackluster underlying demand. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/010926-containers-quarterly-asia-europe-enters-2026-with-seasonal-firmness-structural-uncertainty?utm_source=openai)) **Capacity management: blank sailings & slow steaming** - Both S&P Global and independent market analyses highlight **blank sailings as a central tool** in 2025–26: - Carriers selectively **cancel sailings** to “prevent rate collapse” in slow demand periods, especially on Asia–Europe and trans‑Pacific. ([shipmateplus.com](https://www.shipmateplus.com/feeds/blog/ocean-freight-rates?utm_source=openai)) - Reports suggest blank sailing programs have at times withdrawn **13–17% of scheduled capacity** on some Asia–US routes during 2025, a pattern that is continuing into 2026. ([craneww.com](https://www.craneww.com/site/assets/files/4257/market_update_ocean_september_2025.pdf?utm_source=openai)) - Red Sea diversions extend voyage times by **10–14 days** on Asia–North Europe routes, requiring more vessels per loop and effectively **tightening available capacity even when global fleet size grows**. ([shipmateplus.com](https://www.shipmateplus.com/feeds/blog/ocean-freight-rates?utm_source=openai)) **Direction of rate movement through 2026** - Structural factors pushing rates **down**: - Large orderbook deliveries (mega‑ships on main trades) and only modest trade growth (~1.7%); S&P expects **average rate softening** over 2026 versus the elevated levels seen during disruption peaks. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) - Factors keeping a **price floor**: - Ongoing Red Sea instability and Cape diversions, plus carriers’ **discipline on blank sailings** and slow steaming. ([shipmateplus.com](https://www.shipmateplus.com/feeds/blog/ocean-freight-rates?utm_source=openai)) - Recent spot data (late Q1 2026) indicate a **short‑term uptrend** on Asia–US and Asia–Europe lanes from their Q4 2025 lows, largely driven by capacity tightening rather than a strong rebound in cargo volumes. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/100725-containers-quarterly-asia-europe-container-freight-collapses-to-multiyear-lows?utm_source=openai)) **Implications for shippers of food & agri commodities** - For bulkier value chains (grains, palm oil derivatives in flexitanks/IBCs, processed foods in dry containers), current patterns imply: - **Higher price volatility** in 2026 than a “normal” pre‑COVID year but **significantly lower rates than 2021–22 peaks**. - **Scheduling risk** from blank sailings and detours—longer transit times and more rollovers, especially ex–Asia to EU and US East Coast. - Opportunity to **lock in medium‑term contracts** at lower base levels while monitoring Red Sea and tariff policy risks that could trigger temporary spikes. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) **Section 2 sources:** ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) === 3. [PROBLEM FRAMING] – EUDR IMPACT ON MALAYSIAN PALM OIL (TRACEABILITY & COMPLIANCE, 2025–2026) === **Regulatory timeline & scope (as of early/mid‑2026)** - The **EU Regulation on deforestation‑free products (EUDR)** covers palm oil (and cattle, soy, coffee, cocoa, timber, rubber and derived products). Operators placing or exporting these products in/from the EU must show they are **deforestation‑free and produced legally**, with full geolocation traceability to plots of land. ([en.wikipedia.org](https://www.wikipedia.org/wiki/EU_Regulation_on_Deforestation-free_products?utm_source=openai)) - Core obligations apply from **30 December 2025** for large operators and traders, and from **30 June 2026** for micro and small enterprises. ([en.wikipedia.org](https://www.wikipedia.org/wiki/EU_Regulation_on_Deforestation-free_products?utm_source=openai)) - A November 2025 Council press release notes the EU is preparing a **targeted revision** to address implementation challenges and administrative burden but maintains the core structure and deadlines; operators still must submit **due‑diligence statements** and may face checks on at least **5% of operators/producers** in high‑risk categories. ([consilium.europa.eu](https://www.consilium.europa.eu/en/press/press-releases/2025/11/19/deforestation-council-ready-to-start-talks-with-parliament-on-a-targeted-revision-of-the-regulation/pdf/?utm_source=openai)) **Malaysia’s policy and industry response** - The World Resources Institute (WRI) notes that **Malaysia has taken concrete steps to align its Malaysian Sustainable Palm Oil (MSPO) standard with the EUDR**, focusing on traceability and deforestation‑free criteria; compliance work is already “underway” though not yet universal. ([wri.org](https://www.wri.org/technical-perspectives/eu-deforestation-regulation-compliance-underway?utm_source=openai)) - Malaysian authorities and industry groups frame MSPO (mandatory nationwide) as a foundation for EUDR compliance but acknowledge **gaps in plot‑level geolocation, land‑use history, and smallholder inclusion**. - Separate regulatory moves—such as the **5% VAT on palm oil mill effluent (POME) oil transactions** from September (Malaysia) and proposals to tax exports of palm by‑products like POME and used cooking oil—reflect broader efforts to manage **sustainability and downstream value capture**, while also interacting with EU biofuel and waste‑feedstock rules. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121025-commodities-2026-regulatory-uncertainty-impedes-palm-oil-mill-effluent-trade?utm_source=openai)) **Traceability & data requirements: key challenges** Recent industry and NGO analyses highlight several **critical bottlenecks specific to palm oil**: 1. **Plot‑level geolocation & land‑use proof** - EUDR requires **geolocation coordinates for every plot** of land associated with the palm oil entering the EU, plus proof it was not linked to deforestation after the cut‑off date. Many Malaysian producers—especially independent smallholders—lack fully digitized farm boundaries and historical land‑use records that meet EU evidentiary standards. ([foodnavigator.com](https://www.foodnavigator.com/Article/2025/09/09/eudr-palm-oil-traceability-challenges/?utm_source=openai)) 2. **Smallholder integration** - Smallholders account for a significant share of Malaysia’s oil palm area; ensuring their fruit is **segregated, traceable, and compliant** is one of the largest pain points. - FoodNavigator’s 2025 review highlights concerns that stringent traceability requirements could **exclude smallholders from EU‑bound supply chains** if buyers concentrate on easier‑to‑verify estates and large plantations. ([foodnavigator.com](https://www.foodnavigator.com/Article/2025/09/09/eudr-palm-oil-traceability-challenges/?utm_source=openai)) 3. **System interoperability & data sharing** - Existing certification systems (MSPO, RSPO) collect sustainability data, but **IT system interoperability**—linking mill intake records, FFB purchase tickets, and plantation maps into a EUDR‑ready chain of custody—is incomplete. This is especially challenging for mills sourcing from **hundreds or thousands of small suppliers**. ([foodnavigator.com](https://www.foodnavigator.com/Article/2025/09/09/eudr-palm-oil-traceability-challenges/?utm_source=openai)) 4. **Risk classification & enforcement uncertainty** - The EU’s risk‑based approach can assign **“standard,” “high,” or “low” risk** to country/region/product combinations, changing audit intensity and due‑diligence costs. There is ongoing debate in Southeast Asia over the criteria and whether they adequately recognize national efforts like MSPO and Indonesia’s ISPO. ([en.wikipedia.org](https://www.wikipedia.org/wiki/EU_Regulation_on_Deforestation-free_products?utm_source=openai)) **Trade and market‑access risks for Malaysian palm oil (2025–2026)** - While precise **forecast volumes** are still being modelled, analogous CGE analysis for other commodities suggests that if non‑compliant production loses EU access, **macro‑level GDP effects may be modest**, but **sectoral and distributional impacts** (e.g., for producers heavily EU‑dependent) can be significant. ([arxiv.org](https://www.arxiv.org/abs/2508.11796?utm_source=openai)) - For Malaysia, EU uptake of palm oil has already been constrained by **RED II/renewable energy rules and phase‑down of crop‑based biofuels**, so EUDR risk is concentrated in: - **Food, oleochemical, and specialty fractions** still destined for the EU; and - **Reputational effects** that could spill over to other markets adopting EUDR‑like measures. ([chainreactionresearch.com](https://www.chainreactionresearch.com/wp-content/uploads/2022/07/EU-Deforestation-Regulation-Implications-for-the-Palm-Oil-Industry-and-Its-Financers.pdf?utm_source=openai)) - There is a real possibility of **trade diversion**: if some mills/estates find EUDR compliance uneconomic, their output may be redirected to **non‑EU markets (China, India, Middle East)**, while a subset of highly traceable and certified supply flows to the EU at a **compliance premium**. ([wri.org](https://www.wri.org/technical-perspectives/eu-deforestation-regulation-compliance-underway?utm_source=openai)) **Framing the 2026 problem for Malaysian stakeholders** For Malaysian government, MPOB, millers, and traders, the 2026 EUDR challenge can be framed around three interlocking problems: 1. **Compliance gap vs. deadline risk** - Deadlines (Dec 2025 / June 2026) are essentially fixed, while **full plot‑level traceability coverage** is still work‑in‑progress. The core risk is a **compliance gap in the 2026–27 window** where some shipments cannot meet due‑diligence requirements, leading to denied entries or higher inspection burdens. 2. **Smallholder inclusion vs. market concentration** - Without targeted support (mapping, digital tools, extension services), smallholders risk **losing access to the EU‑oriented segment** of the value chain. This may push EU‑compliant volumes to be sourced disproportionately from large estates and integrated players. 3. **Cost distribution & competitiveness** - Building EUDR‑compliant systems (geospatial mapping, databases, audits) generates **upfront and recurring costs**. How these are shared among estates, mills, traders, and end‑buyers will influence **Malaysia’s relative competitiveness** versus Indonesia and other vegetable oils. If EU buyers are unwilling to pay a premium, there is a risk of **margin compression** for Malaysian exporters. In strategic terms, for 2026 the **palm oil problem** is less about aggregate national export collapse and more about: - **Who** can access the EU market under EUDR; - At **what compliance cost**; and - How Malaysia can leverage MSPO and digital traceability to **turn compliance into a market advantage** rather than a pure constraint. **Section 3 sources:** ([wri.org](https://www.wri.org/technical-perspectives/eu-deforestation-regulation-compliance-underway?utm_source=openai)) Sources: • Loke: Port Klang hits record 15.14 million TEUs in 2025 as new PKA annex opens | Malay Mail https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai • Loke: Port Klang hits record 15.14 million TEUs in 2025 as new PKA-annex-opens | Malay Mail https://www.malaymail.com/amp/news/malaysia/2026/03/16/loke-port-klang-hits-record-1514-million-teus-in-2025-as-new-pka-annex-opens/212867?utm_source=openai • Port Klang ranks 10th among world's busiest container ports | The Star https://www.thestar.com.my/news/nation/2025/09/01/port-klang-ranks-10th-among-world039s-busiest-container-ports?utm_source=openai • Positive On Westports As Container Volume Forecast To Grow 4.5% In 2026 https://www.businesstoday.com.my/2026/01/08/positive-on-westports-as-container-volume-forecast-to-grow-4-5-in-2026/?utm_source=openai • Menjamin Masa Depan Pelabuhan Klang https://www.parlimen.gov.my/ipms/eps/2024-10-15/ST.92.2024%20-%20ST92.2024.pdf?utm_source=openai • Menjamin Masa Depan Pelabuhan Klang https://www.parlimen.gov.my/ipms/eps/2024-10-15/ST.92.2024%20-%20ST92.2024.pdf?utm_source=openai • Malaysia Results Preview https://img.pickastock.info/images/data/pdf/2026/01/5246/5246_WPRTS_RHB-OSK_2026-01-28_BUY_6.89_WestportsBullishOnThroughputGrowthUGToBUY_1518591283.pdf?utm_source=openai • Riviera - News Content Hub - Record-shattering year for Singapore: new highs for tonnage, TEU and bunkers https://www.rivieramm.com/news-content-hub/news-content-hub/record-shattering-year-for-singapore-new-highs-for-tonnage-teu-and-bunkers-87417?utm_source=openai • Transport in Malaysia https://en.wikipedia.org/wiki/Transport_in_Malaysia?utm_source=openai • Registration No.: 200601028801 (748557-X) https://www.sc.com.my/api/documentms/download.ashx?id=6ca9b532-aefe-4cc5-b2ad-b6c646c425d2&utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai • Ocean Freight Rates in 2026: Trends & Pricing https://www.shipmateplus.com/feeds/blog/ocean-freight-rates?utm_source=openai • Ocean Rates Up as Volumes Continue to Sink https://www.reddit.com/r/FreightRight/comments/1s2qic5/ocean_rates_up_as_volumes_continue_to_sink/?utm_source=openai • CONTAINERS QUARTERLY: Asia-Europe enters 2026 with seasonal firmness, structural uncertainty | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/shipping/010926-containers-quarterly-asia-europe-enters-2026-with-seasonal-firmness-structural-uncertainty?utm_source=openai) ## Pain Points 1) Schedule & rate volatility (blank sailings, Red Sea diversions) causing rollovers and longer transit times for FM Global Logistics' shippers; need rapid re-routing/execution capability. 2) EUDR compliance for palm oil and derivatives: exporters require plot-level traceability, chain-of-custody and EU-ready documentation—gap among mills and smallholders. 3) Rising port tariffs and gateway competition (Port Klang vs Singapore) increasing landed cost and pressuring margins; clients may need alternative markets or sourcing/ consolidation solutions. ## Intel Summary