## Company Profile Codognotto Polska Sp. z o.o. is the Polish subsidiary of the Codognotto Group, an Italian-origin freight forwarding and logistics company. The group provides multimodal freight forwarding (sea, air, road, rail), customs clearance, warehousing, and project cargo services. The Poland office acts as a regional gateway for shipments into and out of Poland, connecting shippers—particularly in agri/food, industrial goods and consumer packaged goods—to Baltic ports (Gdańsk, Gdynia), EU road and rail corridors, and mainline ocean carrier services. Scale: subsidiary-level operation within a mid-sized European forwarding network; exact employee/turnover data not publicly listed for the Poland entity but the group is established across Europe with experience handling containerized agri-food and bulk break-bulk shipments. ## Pain Points 1) Seasonal export surge timing: Codognotto Polska’s agri/food customers (grain traders, oilseed crushers, packaged foods, refrigerated exporters) must move larger export volumes in 2026 (after record 2025 export value) but face uneven inspection capacity at ports and BCPs, plus volatile ocean schedules—risking missed sailings, longer dwell times, and claims. Tridge Ark can onboard and pre‑qualify buyers, coordinate documentation pre‑clearance and propose alternate multi‑modal routings to de‑risk shipment windows. 2) Need to package intermodal/door‑to‑door offers: With intermodal rail growing to 17.1% share and Gdańsk throughput up double digits, customers want blended road+rail+sea solutions for reliability and cost. Codognotto may lack a digital market channel or buyer intelligence to convert improved intermodal capacity into new export sales. Tridge Ark provides demand intelligence, buyer matchmaking (esp. MENA and EU private‑label buyers) and an automated coordination layer so Codognotto can originate exporters without building new data products in‑house. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. MARKET EVENTS – POLAND FREIGHT FORWARDING / CAPACITY & RATES 2026 === • Road freight – rates and capacity 2026 - European benchmark data (Upply–IRU–Ti, Q4 2025 report released Feb 2026) shows easing but still-elevated road freight rates in Poland into early 2026, after peaking in 2022–23. Rates on key international lanes from Poland to Germany, Czechia and Benelux are broadly flat to slightly down vs 2024, reflecting weaker EU industrial output and improved truck availability. (upply) - A dedicated 2026 Poland road freight outlook notes “stable capacity utilization” on main corridors (A2, A4, S8); regional LTL lead times have shortened, while long‑haul FTL spot rates in 2026 have “flattened” compared with 2025, signalling a more balanced market between shippers and carriers. (gettransport) Implications for shippers (incl. agri/food): - Contract rates are likely to renew at low‑single‑digit changes (‑2% to +2%) on main Poland–EU lanes in 2026, depending on fuel surcharges and specific corridor tightness, versus high‑single‑digit increases seen in 2022–23. - Extra capacity and shorter lead times favor time‑sensitive agri exports (fresh, chilled) to neighboring EU markets, particularly Germany and Czechia. • Rail freight – volumes, intermodal share - Total rail freight in Poland fell to 217.8 million tonnes in 2025, down 2.6% y/y, the lowest level since at least 2012, according to the Polish rail regulator UTK. Bulk commodities (coal, ores) drove much of the decline. (en.railmarket) - Despite this, intermodal rail grew: in 2025, Polish intermodal rail reached 28.38 million tonnes (+2.6% y/y) and 9.61 billion tonne‑km (+2.8% y/y), achieving a record 17.1% share of total rail freight. Container volumes on rail rose 7.4% to 2.92 million TEU. (en.railmarket) Implications: - For containers and higher‑value agri-food (oils, processed foods), rail‑intermodal capacity is expanding even as overall rail freight shrinks, improving options on Poland–Baltic ports–EU corridors. - With intermodal’s share at 17.1%, freight forwarders are increasingly steering road+rail solutions to and from Baltic ports (Gdańsk, Gdynia) and inland hubs. • Sea / Baltic ports – container and total cargo volumes - Polish maritime container and general cargo are on a strong upswing: - Intermodal report: maritime transshipments at Polish ports reached 3.9 million TEU in 2025, +18% y/y. (en.railmarket) - Port of Gdańsk (Poland’s main container gateway) handled 20.9 million tonnes in Q1 2026, +13.6% vs Q1 2025, with “record growth in the container segment” and a strong rise in general cargo. (polandatsea) Implications: - Sustained double‑digit growth at Gdańsk implies ample sea capacity and improving service frequency in 2026 on Asia–Baltic and feeder loops into North Europe. - For Poland–Middle East/Africa exports (vegetable oils, processed foods, some grains via containers), Baltic container gateways are scaling up, supporting higher export volumes and potential competition among carriers (downward pressure on ocean rates, absent geopolitical shocks). • Global ocean freight rate environment relevant to Poland 2026 - S&P Global’s 2026 outlook expects “softer rates ahead” but persistent volatility due to Red Sea/Suez risk, environmental regulation costs and carrier capacity management. Implications for Poland–EU/Baltic lanes: - Feeder and short‑sea rates out of Gdańsk/Gdynia into North Europe are likely to remain below 2022 peaks but volatile, tied to mainline Asia–Europe conditions. - For containerized agri/food, 2026 looks relatively favorable on base rates, but risk premia (war‑risk, diversion) may still influence some long‑haul routes to MENA/Asia. Summary for Market Events (2026): - Road: Capacity balanced, spot rates flat y/y, improved reliability. - Rail: Overall tonnes down but intermodal/containers up 7.4%, 17.1% market share. - Sea/Baltic ports: Gdańsk Q1 2026 cargo +13.6%, 2025 port container throughput 3.9m TEU (+18%). - Rate environment: Easing vs 2022–23, but geopolitically driven volatility remains a planning assumption. Sources: (upply, gettransport, en.railmarket, polandatsea, spglobal) === 2. DEMAND SIGNALS – POLAND AGRICULTURAL EXPORTS (GRAIN, RAPESEED, VEGETABLE OILS) & KEY BUYERS === • Overall Polish agri‑food export performance - Poland’s Ministry‑linked agency KOWR reports record agri‑food exports in 2025 at EUR 58.4 billion (PLN 248 billion), +8.6% vs 2024. (gov.pl) - Polish trade promotion agency (Trade.gov.pl) notes that in Jan–Oct 2025, exports to non‑EU markets reached EUR 12 billion (+2% y/y), underscoring continued diversification beyond the EU. Key non‑EU destinations included UK, Ukraine, USA, Turkey, Russia, Switzerland, Israel. (trade.gov.pl) Demand signal: Structural upward trend in Poland’s agri‑food exports heading into 2026, with non‑EU markets accounting for roughly one‑fifth of total value and growing modestly. • Grain exports – volumes and market context - Jan–Nov 2025 grain exports were 7.2 million tonnes, comprising 3.5 Mt wheat and 2.6 Mt maize, 25% lower y/y vs the same period of 2024. (tridge) - The Ministry of Agriculture estimates that Poland must export >10 million tonnes of grain annually to balance its domestic market. (tridge) Demand signal: - Even with a 25% y/y drop in 2025 volumes, the requirement to move >10 Mt annually suggests export‑push pressure in 2026, especially if 2025/26 harvests are good. - Given EU export destination patterns, incremental Polish wheat/barley/maize exports will target North Africa and MENA buyers and intra‑EU markets. • Rapeseed and vegetable oil exports - Vegetable oil exports from Poland at 862,000 tonnes into the EU in 2024, with rapeseed (canola) oil and sunflower oil as leading products. (polandtastesgood) - Poland as a major rapeseed crusher and exporter of refined oils within the EU, as well as to non‑EU markets where Polish brands act as private‑label fillers. (polandtastesgood) Demand signal: - The oilseed complex is one of Poland’s most dynamic export pillars. - With strong EU demand for low‑ILUC and sustainable rapeseed oil for food and biodiesel, Poland’s crushers are positioned to supply Germany, France, Benelux and Scandinavia, and to ship containers/bulk via Gdańsk to North Africa and the Middle East. • Regional demand – EU, Middle East, Africa - EU agri‑food trade data (March 2026) show the EU achieving another record year in 2025, with agri‑food exports at 9% of total EU exports and continued strength in cereals and oilseeds/oils. (EU agriculture) Summary of demand trends heading into 2026: - Agri‑food export value: New record in 2025 (EUR 58.4bn, +8.6%), momentum into 2026. - Grains: 2025 exports 7.2 Mt (‑25% y/y) vs a >10 Mt structural export need, implying room to increase shipments if logistics and prices are favorable. - Oils/rapeseed complex: 862k t vegetable oils exported to EU in 2024, with Poland entrenched as a rapeseed oil hub. - Demand geography: Growth in non‑EU European and Near Eastern markets plus strong, structural grains/oils demand in MENA and North Africa, accessed via EU‑level trade channels. Sources: (gov.pl, trade.gov.pl, tridge, ukragroconsult, polandtastesgood, EU agri-food) === 3. PROBLEM FRAMING – 2026 SUPPLY CHAIN DISRUPTIONS, PORTS, CUSTOMS & PHYTOSANITARY DELAYS (POLAND) === • Customs and border process – digitization & remaining frictions - Poland has fully implemented electronic documentation for customs clearance, including sanitary border control documents and plant protection products documents as of July 15, 2024. (USDA FAIRS 2025) - Poland introduced border inspection fees for commercial quality checks on agri‑food products as of January 1 (2024–25 timeframe), which increased transaction costs and can create bottlenecks when inspection staffing is tight. (USDA FAIRS 2025) Implications: - For 2026, electronic systems lower documentation‑driven delays, but inspection capacity and new fees remain points of friction at border crossing points and ports, especially during seasonal export peaks. • Phytosanitary and SPS landscape - OECD 2025 report highlights ongoing SPS and phytosanitary tensions in Central/Eastern Europe linked to Ukrainian agri imports; Poland, Hungary and Slovakia maintained unilateral import restrictions on some Ukrainian agricultural products in 2024. Relevance to disruptions: - Measures complicate border management at eastern crossings, sometimes leading to protests, truck blockades and extended queues—with knock‑on effects for outbound traffic and repositioning of equipment. • Ports & logistics disruptions (2024–2026 context) - Port of Gdańsk data for Q1 2026 underscores resilience despite global turbulence: cargo volumes +13.6% y/y with record containers, even as global trade faces armed conflicts, sanctions and route instability. (polandatsea) - Global ocean freight outlooks stress that Red Sea/Suez disruptions, sanctions and environmental rules are constraining effective capacity, keeping transit times and schedules volatile into 2026 even as base freight rates soften. (spglobal) Impact on Polish agri exports: - East–West container flows via Gdańsk may face longer transit times and schedule variability on Asia–Europe legs, affecting containerized grain/oil shipments to MENA and Asia and perishable exports in reefer containers. - Shippers increasingly hedge by building more lead time, using Baltic–North Sea–Med relay services and multi‑modal routings. • Effect on perishable and agri shipments specifically - All food and agricultural imports/exports remain subject to veterinary, sanitary and phytosanitary border checks with fees and possible lab delays. These checks can extend dwell times, particularly for perishable products requiring temperature‑controlled storage pending inspection results. (USDA FAIRS 2025) Key 2026 risk frames for Polish agri supply chains: 1. Regulatory/SPS bottlenecks at borders—inspection capacity and fees may cause congestion during peaks; unilateral Ukrainian import measures can cause blockages. 2. Port‑side operational risk—Gdańsk growing fast but surge risk during harvest/export peaks could stress infrastructure. 3. International shipping volatility—Red Sea/Suez and geopolitical risk keep route planning uncertain for long‑haul agri cargo. Overall framing for 2026: - Poland has reduced procedural frictions through digitized customs and SPS documentation, and its main port (Gdańsk) shows operational resilience. - Remaining challenges are episodic and structural and especially affect perishable and high‑value agri shipments. Sources: multiple (upply, gettransport, en.railmarket, polandatsea, spglobal, gov.pl, trade.gov.pl, tridge, ukragroconsult, polandtastesgood, EU agriculture, USDA FAIRS, OECD) === END ===