## Company Profile DSV AIR & SEA (FRANCE) SA — France arm of DSV, global 3PL and freight forwarder. Core services: international air and ocean forwarding, multimodal (road) connections, customs clearance, contract logistics and warehousing. Operates from Gennevilliers and covers major French export hubs (Le Havre, Marseille, CDG region). Part of the DSV group (one of the world’s largest freight-forwarders), serving exporters across agri-food, industrial goods, retail/e‑commerce and pharmaceuticals. Scale: national coverage with global network leverage; handles both FCL/LCL ocean and airfreight, including temperature-controlled (reefer) flows. ## Pain Points 1) Schedule reliability and short‑notice re‑routing: Le Havre episodic congestion and continued tactical blank sailings create booking failures and demurrage risk for DSV customers (especially perishables). DSV needs rapid options to keep shipments moving or shift to air. 2) Reefer equipment scarcity & cold‑chain failures: French fresh‑produce exporters face equipment shortages at peaks, and receiving markets (North Africa) have weak cold infrastructure — increasing claims, spoilage and customer churn. 3) Time‑sensitive mode switching & market access: small/medium French exporters lack quick market intelligence and buyer connections when ocean becomes unreliable or air rates spike; they need an execution partner that can source alternatives (air freight, local buyers, emergency warehousing) fast — a channel DSV can refer into (Tridge Ark handles delivery). ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] France container shipping 2026 – Le Havre, Marseille, blank sailings, rates === **Port congestion & performance – Le Havre vs Marseille (2026)** - Live congestion data for **Le Havre (FR LEH)** in early 2026 shows: around **148 container vessel calls in March**, with **141,349 TEU exports and 147,066 TEU imports**, and average berth productivity described as normal; no systemic multi‑day vessel queues are reported, suggesting **localized delay but not chronic gridlock**. ([econdb.com](https://www.econdb.com/maritime/ports/FR%20LEH/Le%20Havre/congestion/?utm_source=openai)) - A February 2026 forwarder update notes **Le Havre delays “up to eight days”** following temporary terminal closures and high yard utilization across several North‑European ports, implying **episodic congestion spikes rather than continuous disruption**. ([metro.global](https://metro.global/2026/02/18/blanked-sailings-surge-as-congestion-and-reliability-continue-to-constrain-capacity/?utm_source=openai)) - By contrast, real‑time data for **Marseille** (Feb 8–14, 2026) show a **median waiting time of only 0.16 days (~4 hours)** and a “low port congestion index”, indicating **relatively fluid operations** for containers at Marseille terminals in early 2026. ([portcast.io](https://www.portcast.io/de/port-congestion/marseille?utm_source=openai)) **French ports in the broader 2025–26 context** - In 1Q 2025, containerized cargo via the **HAROPA system (Le Havre–Rouen–Paris)** reached **714,000 TEU (+22.3% YoY)**; containerized tonnage was **8.51 million tonnes (+13.8% YoY)**, signaling strong throughput growth into the current cycle. ([informare.it](https://www.informare.it/news/gennews/2025/20250910-porti-francesi-traffico-1Q-2025uk.asp?utm_source=openai)) - A March 2025 port and forwarder update flagged **peak‑season congestion at Dunkerque and export pressure from France in July**, but Le Havre and Marseille were described mainly as facing **temporary closures and weather‑related disruptions** rather than structural capacity failure. ([mainfreight.com](https://www.mainfreight.com/getmedia/03e16bd2-9f4b-45ec-8251-b055bdd2ed2e/Air-and-ocean-europe-port-update-August-2025.pdf?utm_source=openai)) - HAROPA’s 2025 performance note highlights **new TiL/MSC gantry cranes at Le Havre’s Port 2000** coming online in 2025 to **boost container handling productivity and capacity**, a medium‑term positive for schedule reliability for French exporters. ([haropaport.com](https://www.haropaport.com/sites/default/files/media/downloads/a-new-model-for-traffic-growth-and-rising-numbers-of-new-industrial-operations.pdf?utm_source=openai)) **Blank sailings & schedule reliability into 2026 (Asia–Europe focus)** - S&P Global’s **“Containers Quarterly”** (Jan 2026) reports Asia–Europe entering 2026 on a **“firmer footing”** with pre‑Lunar New Year demand and delayed GRIs pushing spot rates higher; **Platts PCR1 and PCR11 (North Asia–North Europe/UK) at about USD 2,700/FEU in early January 2026**. ([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)) - A Jan 2026 market‑intelligence piece notes carriers have deployed a **record 1.15 million TEU of capacity on Asia–North Europe in January**, while blank sailings have **removed just ~25,000 TEU**, reflecting **aggressive capacity deployment rather than deep capacity withdrawal**. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/asia-europe-ocean-carriers-add-capacity-as-trade-enters-peak-shipping-period?utm_source=openai)) - Nevertheless, a February 2026 global forwarder advisory reports **“blanked sailings surge”**, with schedule reliability diverging strongly by alliance: **Gemini Cooperation at ~92.3% on‑time vs MSC at 73.5% and Ocean Alliance at 58.8%**. This same note cites **Le Havre delays up to eight days** and wider European yard utilization pressure, confirming that **blank sailings plus port congestion are still being used tactically, creating uncertainty for French exporters’ schedule planning.** ([metro.global](https://metro.global/2026/02/18/blanked-sailings-surge-as-congestion-and-reliability-continue-to-constrain-capacity/?utm_source=openai)) **Container freight rate levels & trajectory (relevant to French exporters)** - A container‑market brief (Feb 26, 2026) shows the **Drewry World Container Index at USD 1,899/FEU**, marking **seven consecutive weekly declines** from early‑January highs. This reflects **post‑Lunar New Year softening** and widespread rate erosion amid overcapacity. ([shippingintelligencehub.com](https://shippingintelligencehub.com/article/container-freight-rates-seven-week-decline-2026-03-02?utm_source=openai)) - A Freightos update (Apr 28, 2026) observes that **Asia–Europe spot rates are >15% higher YoY and >50% above October 2025 lows**, despite being in a normally weak season; fuel‑cost pressure from Gulf risk and capacity management (blank sailings, GRIs) are cited as key supports. ([reddit.com](https://www.reddit.com/r/zim/comments/1sy97nu/freightos_weekly_update_april_28_2026_excerpts/?utm_source=openai)) - A May 7, 2026 Drewry WCI excerpt indicates the composite index at **USD 2,286/FEU**, up 3% week‑on‑week after three declines; carriers are lifting surcharges on Transpacific, while **Asia–Europe also sees renewed upward pressure**, suggesting that **the Q1 2026 rate decline may have troughed**. ([reddit.com](https://www.reddit.com/r/zim/comments/1t6bg7e/drewry_world_container_index_excerpt_the_drewry/?utm_source=openai)) - A late‑May 2026 piece summarizing Loadstar/Drewry data claims **Asia–Europe spot rates rose ~15% week‑on‑week** with only **three blank sailings scheduled** for the coming week on Asia–Europe, implying that **demand‑driven rate spikes (early “Christmas” front‑loading) are returning even with high capacity on the water.** ([news.yrules.com](https://news.yrules.com/en/archives/21100?utm_source=openai)) **Structural theme for 2026 affecting French shippers** - Xeneta’s early‑2026 outlook characterizes **2026 as a year of overcapacity**, as ships return to the Red Sea route and newbuilds deliver, but notes that **spot rates and reliability remain volatile** due to episodic blank sailings and localized congestion. ([marinelink.com](https://www.marinelink.com/news/xeneta-weekly-ocean-container-shipping-535970?utm_source=openai)) - For French exporters (agri‑food, fresh produce, beverages) using Le Havre and Marseille, this translates into: - **Generally available space and falling average rates vs 2025 peaks**, - **But high volatility** around GRIs and peak‑season surcharges, - **Port‑specific risk at Le Havre** during operational disruptions (weather, strikes, crane installation), while **Marseille currently shows short waits and lower congestion.** **Key take‑aways / signals** - **Le Havre**: growing volumes, step‑up in equipment, but vulnerable to **episodic congestion spikes (up to ~8 days) and alliance schedule changes**. - **Marseille**: currently **low waiting times**; congestion risk more tied to regional disruptions than to inherent capacity constraints. - **Rates**: Asia–Europe levels in 1H 2026 are **well below pandemic highs** but **15–50% above 2025 troughs**, with week‑to‑week moves of **+10–15%** during demand surges. - **Blank sailings**: no longer the dominant structural feature (few on Asia–Europe some weeks), but still used tactically, creating **uncertainty for French exporters’ schedule planning.** **Sources – Market Events**: ([econdb.com](https://www.econdb.com/maritime/ports/FR%20LEH/Le%20Havre/congestion/?utm_source=openai)) === 2. [DEMAND SIGNALS] Air freight demand Europe 2026, belly capacity, peak‑season & e‑commerce === **Macro air‑cargo demand & Europe’s position going into 2026** - IATA’s full‑year 2025 figures show **global air‑cargo demand (CTK) up 3.4% YoY**, with **capacity (ACTK) up 3.7%**; Europe‑based carriers held **21.4% of world CTK** and posted **2.9% demand growth and 3.1% capacity growth in 2025**, with an average cargo load factor around **53–56%**, among the highest by region. ([iata.org](https://www.iata.org/en/pressroom/2026-releases/2026-01-29-01/?utm_source=openai)) - A February 2026 industry market update summarizing IATA and carrier data reports **global CTK up 4.3% YoY in December 2025** and **ACTK up 4.5%**, with the **cargo load factor steady at 47.1%**, indicating that **capacity growth is broadly matching demand**, unlike the post‑COVID belly‑capacity surge of 2022–23. ([craneww.com](https://www.craneww.com/site/assets/files/4402/marketupdate_air_february_2026.pdf?utm_source=openai)) **Belly capacity recovery & mix shift** - An early‑2026 global outlook article notes that **belly‑hold capacity expanded strongly through 2025** as passenger networks normalized, whereas **dedicated freighter growth was limited**, resulting in **freighters still representing ~58% of capacity in 2025 but losing 1.6 percentage points share vs 2024**. ([stattimes.com](https://www.stattimes.com/air-cargo/global-air-freight-in-2026-slower-growth-stronger-structural-demand-1357860?utm_source=openai)) - IATA’s mid‑2025 analysis highlights that **belly‑hold capacity in June 2025 had effectively fully recovered**, with belly‑hold’s share of international ACTK back to or above 2019 levels; Europe posted one of the **highest regional cargo load factors (~49–56%)**, suggesting **belly capacity is being actively used rather than sitting empty.** ([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-june-2025/?utm_source=openai)) **Short‑term demand signals & peak‑season dynamics into 2026** - A January 2026 freight forwarder report notes that **air‑freight volumes rebounded into December 2025 peak**, with **average east‑west spot rates strengthening**, then softening over year‑end before **a sharp rebound in early January 2026**; **full‑year 2025 volume growth from Asia origins was around +8% YoY**, in line with IATA. ([metro.global](https://www.metro.global/2026/01/21/air-freight-volumes-rebound-and-rates-adjust-post-peak/?utm_source=openai)) - A February 5, 2026 briefing describes **Asia‑Pacific to Europe volumes up nearly 20% YoY in mid‑January 2026**, driven by **front‑loading ahead of Chinese New Year and strong e‑commerce flows**, but also notes that volumes were still **~10% below mid‑December peak**, signaling normalization from peak rather than collapse. ([metro.global](https://www.metro.global/2026/02/05/air-freight-markets-firm-as-chinese-new-year-front-loading-reshapes-early-year-demand/?utm_source=openai)) - A February 2026 market‑update PDF synthesizing IATA data shows **global CTK up 4.3% YoY and international CTK up 5.5%**, with strongest growth from **Asia‑Pacific (+10.7%) and Africa (+10.1%)**, while **Europe shows mid‑single‑digit growth**; it emphasizes **“balanced market entering 2026”** for Europe as belly capacity expansion has been largely absorbed. ([craneww.com](https://www.craneww.com/site/assets/files/4402/marketupdate_air_february_2026.pdf?utm_source=openai)) - IATA’s **March 2026 Air Cargo Market Analysis** points to **Europe–North America CTK growth supported by strong belly capacity on transatlantic passenger flights**, signaling that **recovered passenger demand is directly lifting available capacity for European exporters (including France) on key long‑haul lanes.** ([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-march-2026/?utm_source=openai)) **Rates & e‑commerce dynamics relevant to French shippers** - The “Global air freight in 2026” outlook (Dec 2025/Jan 2026) concludes that **air‑cargo volumes have stabilized at a structurally higher plateau than pre‑pandemic**, with growth “slower but more structural,” underpinned by **e‑commerce expansion and time‑sensitive supply chains**; it also notes that **Europe is unlikely to see a broad‑based demand boom in 2026 given weak macro growth**, implying **selective strength by corridor and product category (e‑commerce, pharma, perishables).** ([stattimes.com](https://www.stattimes.com/air-cargo/global-air-freight-in-2026-slower-growth-stronger-structural-demand-1357860?utm_source=openai)) - A 2025–26 air‑cargo review by a European logistics platform finds that the **Europe–Asia route represented ~21.5% of global international air‑cargo demand in 2025, up 1.1 percentage points vs 2024**, confirming **Europe’s growing role in Asia‑linked flows**, both for imports (e‑commerce) and exports (high‑value goods, some perishables). ([market-insights.upply.com](https://market-insights.upply.com/en/2025-review-of-air-cargo-and-outlook-for-2026?hs_amp=true&utm_source=openai)) - Rate‑wise, several forwarder updates in early 2026 show: - **Asia–Europe air‑cargo rates rising into December 2025 peak, easing slightly over year‑end, then rebounding in January/February 2026** rather than collapsing, consistent with CTK trends. ([metro.global](https://www.metro.global/2026/01/21/air-freight-volumes-rebound-and-rates-adjust-post-peak/?utm_source=openai)) - A March 2026 note from a freight‑market investor commentary (based on Freightos) highlights that **geo‑political disruption in the Middle East temporarily knocked out an estimated 18% of global air‑cargo capacity**, pushing up rates out of China from **~USD 4.50–5.50/kg to ~USD 7.00/kg** on some lanes; spill‑over supports **European yields** on selected routes as capacity is re‑routed and insured differently. ([reddit.com](https://www.reddit.com/r/FreightRight/comments/1s2qic5/ocean_rates_up_as_volumes_continue_to_sink/?utm_source=openai)) **Implications for France‑based exporters & 2026 peak‑season expectations** - For **French exporters** of perishables, high‑value food ingredients, and e‑commerce parcels: - **Space availability in 2026 is generally better than 2022–23** due to fully recovered belly capacity at CDG and other EU hubs. - **Demand signals are positive but not overheated**: global CTK growth in low single digits, Europe mid‑single digits, Asia‑Europe lanes notably stronger. - **E‑commerce and modal shift from sea to air** (due to ocean unreliability/fuel surcharges) are providing **a durable floor to demand**, particularly for small parcels and high‑value products. ([aviation24.be](https://www.aviation24.be/organisations/iata-international-air-transport-association/iata-air-cargo-growth-holds-steady-in-august-with-4-1-demand-increase/?utm_source=openai)) **Sources – Demand Signals (Air Freight)**: ([metro.global](https://www.metro.global/2026/01/21/air-freight-volumes-rebound-and-rates-adjust-post-peak/?utm_source=openai)) === 3. [COMMODITY TRENDS] French fresh‑produce exports 2026 – perishables, cold chain, UK/EU/North Africa === **French agri‑food export performance & product mix (latest official data)** - FranceAgriMer’s latest export‑performance report (covering **July 2024–June 2025**) shows that **agri‑food exports remain a structural surplus sector for France**, with strong contributions from beverages, cereals, dairy and **fresh fruit & vegetables**; the report underlines the need to **“adapt to a changing logistics world”**, including container‑freight volatility and cold‑chain constraints. ([franceagrimer.fr](https://www.franceagrimer.fr/International/?utm_source=openai)) - The **French vegetable sector** produced about **5.5 million tonnes of vegetables on ~256,000 ha in 2024**, with Interfel and FranceAgriMer coordinating fresh‑produce chain strategy and export promotion. While the majority is consumed domestically or within the EU single market, **exports to the UK and North Africa are strategically important niches for certain categories (apples, potatoes, onions, carrots, salads and early vegetables).** ([en.wikipedia.org](https://en.wikipedia.org/wiki/Vegetable_sector_in_France?utm_source=openai)) **Trade flows – UK, EU and North Africa context (latest EU‑level view)** - The European Commission’s **2025 EU agri‑food trade monitoring** note (published March 2026) reports that: - The **UK remains one of the largest single‑country destinations for EU agri‑food exports**, absorbing a significant share of **fruits & vegetables and preparations thereof**; - **North Africa accounts for ~14% of selected EU export value** in categories including **preparations of fruit, nuts and vegetables**, reflecting sustained demand from Morocco, Algeria, Tunisia, Egypt and others; - EU exports to the UK increased their share to **about 7–8% of total EU agri‑food exports by 2025**, up from 6% in 2022, partly due to **stabilizing post‑Brexit procedures** and **re‑routing via efficient EU ports**. ([agricolae.eu](https://agricolae.eu/wp-content/uploads/2026/03/monitoring-agri-food-trade_feb2026_en.pdf?utm_source=openai)) **Cold‑chain and logistics challenges – UK and North Africa focus** - FranceAgriMer’s maritime‑freight surveillance (annual synthesis Oct 2024–Sep 2025) flags several risk points for **containerized and reefer exports of agri‑food products**: - **Strong volatility in ocean‑freight rates and schedule reliability** since 2020, - **Pressure on reefer equipment availability** during peaks, - The need for **better integration between ports (HAROPA, Marseille‑Fos) and inland cold‑chain infrastructure** for export‑oriented sectors. ([franceagrimer.fr](https://www.franceagrimer.fr/international/fret-maritime?utm_source=openai)) - A 2025 technical article on **North‑African cold chain** notes that while the region is becoming a **strategic hub for fruit & vegetable exports and transit**, it still faces major challenges: - **Insufficient refrigerated warehousing capacity**, - **Power‑supply instability**, causing temperature deviations, - **Limited refrigerated transport fleet and under‑developed cross‑border cold‑chain interoperability**, leading to **higher shrink and shorter practical shelf‑life** on arrival in Europe. ([kavidoors.com](https://kavidoors.com/en/blog/cold-chain-challenges-fruits-vegetables-north-africa/?utm_source=openai)) - For French exporters shipping perishables into or via North Africa (e.g., potatoes, seed potatoes, apples, onions): - This translates into **higher risk of temperature excursions post‑port**, requiring **tighter choice of local partners, route design, and possibly increased reliance on direct reefer services** into better‑equipped ports. - On the **UK corridor**, the key “cold‑chain” challenge is less physical infrastructure and more **border‑related friction**: new **SPS and border control regimes at UK ports** (phytosanitary checks, pre‑notification) create **delay risk for fresh consignments**, especially in mixed loads. FranceAgriMer and Business France have been pushing exporters to **anticipate documentary requirements and time‑sensitive trucking slots** to minimise spoilage risk. ([franceagrimer.fr](https://www.franceagrimer.fr/International/?utm_source=openai)) **Price signals & competitiveness for French fresh produce** - FranceAgriMer’s **RNM price‑monitoring platform** tracks daily and weekly prices for fresh fruit and vegetables. As of spring 2026, it shows: - **Upward price pressure on certain vegetables (e.g., greenhouse products, salads) due to energy and labour costs**, - **More volatile prices for apples and pears**, reflecting strong competition from Italy and Poland in EU and third‑country markets. ([rnm.franceagrimer.fr](https://rnm.franceagrimer.fr/?utm_source=openai)) - A 2025/26 apples market discussion (industry sources) indicates **Italy has overtaken traditional exporters (including France) in global apple export share**, with over **1 million tonnes exported (+24% YoY)**; France remains a significant but not leading exporter, meaning its **fresh‑produce export growth will rely more on differentiation (variety, quality, geographical indications) and logistics reliability than on sheer volume.** ([reddit.com](https://www.reddit.com/r/europe/comments/1pun7am/apples_italy_becomes_the_worlds_leading_exporter/?utm_source=openai)) **Interaction with freight environment – implications for 2026** Combining commodity and logistics signals from sections 1 and 2: - **Ocean side**: - **Reefer and fresh‑produce containers out of Le Havre / Dunkerque / Marseille** will operate in a market characterized by **ample vessel capacity but volatile spot rates** and **occasional congestion (notably at Le Havre)**. Short transit time and schedule reliability into the **UK and North‑African ports** are critical; any **8‑day delay episodes** can seriously erode shelf‑life margins. ([metro.global](https://metro.global/2026/02/18/blanked-sailings-surge-as-congestion-and-reliability-continue-to-constrain-capacity/?utm_source=openai)) - **Air‑cargo side** (for high‑value perishables and emergency shipments): - With **belly capacity fully restored** and **Europe’s air‑cargo demand in low‑single‑digit growth**, French exporters can generally **access uplift at CDG and other hubs**, but should expect **rate spikes during seasonal peaks or geopolitical disruptions** (as seen with recent capacity losses over the Middle East). ([stattimes.com](https://www.stattimes.com/air-cargo/global-air-freight-in-2026-slower-growth-stronger-structural-demand-1357860?utm_source=openai)) **Strategic signals for 2026 French fresh‑produce exports** - **To the UK**: - Demand is structurally strong, but **non‑tariff barriers and inspection regimes** will continue to be the main constraint; exporters that can **reliably manage cold‑chain time and documentation** should maintain or grow share. ([agricolae.eu](https://agricolae.eu/wp-content/uploads/2026/03/monitoring-agri-food-trade_feb2026_en.pdf?utm_source=openai)) - **To the EU**: - Within the single market, logistics risk is lower; competition is higher (especially from Spain/Italy). **Service quality (consistency, just‑in‑time deliveries, temperature integrity)** is the main differentiator, not basic market access. ([link.springer.com](https://link.springer.com/article/10.1007/s10624-025-09778-8?utm_source=openai)) - **To North Africa**: - Demand for European produce and planting material is growing, but **cold‑chain infrastructure constraints** in North Africa are likely to **cap the range of products and distances that can be served without quality loss**; collaborative projects and investments in **joint cold‑chain solutions** (warehouses, reefer trucking, port cold stores) will be important if France wants to expand fresh‑produce flows beyond existing niches. ([kavidoors.com](https://kavidoors.com/en/blog/cold-chain-challenges-fruits-vegetables-north-africa/?utm_source=openai)) **Sources – Commodity Trends (French Fresh Produce & Cold Chain)**: ([franceagrimer.fr](https://www.franceagrimer.fr/International/?utm_source=openai)) Sources: • Port of Le Havre (FR LEH) – Container Terminal Performance & Vessel Schedules https://www.econdb.com/maritime/ports/FR%20LEH/Le%20Havre/congestion/?utm_source=openai • Blanked sailings surge as congestion and reliability continue to constrain capacity | Metro Global https://metro.global/2026/02/18/blanked-sailings-surge-as-congestion-and-reliability-continue-to-constrain-capacity/?utm_source=openai • Port congestion at | Live Delays & Vessel Wait Times https://www.portcast.io/de/port-congestion/marseille?utm_source=openai • Cargo traffic in French ports was stable in the first quarter of 2025 https://www.informare.it/news/gennews/2025/20250910-porti-francesi-traffico-1Q-2025uk.asp?utm_source=openai • Mainfreight Europe - https://www.mainfreight.com/getmedia/03e16bd2-9f4b-45ec-8251-b055bdd2ed2e/Air-and-ocean-europe-port-update-August-2025.pdf?utm_source=openai • Press release https://www.haropaport.com/sites/default/files/media/downloads/a-new-model-for-traffic-growth-and-rising-numbers-of-new-industrial-operations.pdf?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 • Asia-Europe ocean carriers add capacity as trade enters peak shipping period | S&P Global https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/asia-europe-ocean-carriers-add-capacity-as-trade-enters-peak-shipping-period?utm_source=openai • Blanked sailings surge as congestion and reliability continue to constrain capacity | Metro Global https://metro.global/2026/02/18/blanked-sailings-surge-as-congestion-and-reliability-continue-to-constrain-capacity/?utm_source=openai • Container Freight Rates Continue Seven-Week Decline as Post-LNY Lull Deepens | Shipping Intelligence Hub | Shipping Intelligence Hub https://shippingintelligencehub.com/article/container-freight-rates-seven-week-decline-2026-03-02?utm_source=openai • FREIGHTOS WEEKLY UPDATE - April 28, 2026 | Excerpts: “Asia-US West Coast prices (FBX01 Weekly) increased 1%.” | “Asia-US East Coast prices (FBX03 Weekly) increased 3%.” https://www.reddit.com/r/zim/comments/1sy97nu/freightos_weekly_update_april_28_2026_excerpts/?utm_source=openai • Drewry - World Container Index | Excerpt: “The Drewry World Container Index (WCI) increased 3% to $2,286 per 40ft container after three consecutive weekly declines, driven by higher freight rates on Transpacific and Asia–Europe trade lanes.” https://www.reddit.com/r/zim/comments/1t6bg7e/drewry_world_container_index_excerpt_the_drewry/?utm_source=openai • Asia-Europe Freight Rates Rise 15% on Strong Demand - Supply Chain Intelligence https://news.yrules.com/en/archives/21100?utm_source=openai • Xeneta: Weekly Ocean Container Shipping Market Update https://www.marinelink.com/news/xeneta-weekly-ocean-container-shipping-535970?utm_source=openai • Port of Le Havre (FR LEH) – Container Terminal Performance & Vessel Schedules https://www.econdb.com/maritime/ports/FR%20LEH/Le%20Havre/congestion/?utm_source=openai • IATA - Global Air Cargo Demand Achieved Record Volume in 2025 https://www.iata.org/en/pressroom/2026-releases/2026-01-29-01/?utm_source=openai • Global Demand Momentum: Air cargo demand (CTK) increased 4.3% YoY, reflecting resilient and targeted freight flows concentrated in specific regions and trade lanes rather than a broad-based global trade acceleration. Regional Performance Divergence: International CTK rose 5.5% YoY, led by Asia Pacific (+10.7%) and Africa (+10.1%), the only regions achieving double-digit growth, while the Americas experienced contraction. Capacity & Load Factors: Global cargo capacity (ACTK) expanded 4.5% YoY, with load factors stable at 47.1%, indicating disciplined fleet deployment and uneven capacity absorption across markets. Fuel & Yield Trends: Jet fuel prices declined 3.1% YoY (ninth annual drop in 2025), narrowing the Brent–jet fuel crack to USD 23.9; however, cargo yields continued to soften (-2.6% YoY) for the eighth consecutive month, despite relatively stable month-on-month rates (-0.4%). Source: IATA.com | | Chart 1 – Industry CTK (in billion) https://www.craneww.com/site/assets/files/4402/marketupdate_air_february_2026.pdf?utm_source=openai • Global air freight in 2026: Slower growth, stronger structural demand https://www.stattimes.com/air-cargo/global-air-freight-in-2026-slower-growth-stronger-structural-demand-1357860?utm_source=openai • Air Cargo Market Analysis https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-march-2026/?utm_source=openai • Global air freight in 2026: Slower growth, stronger structural demand https://www.stattimes.com/air-cargo/global-air-freight-in-2026-slower-growth-stronger-structural-demand-1357860?utm_source=openai • 2025 review of air cargo and outlook for 2026 https://market-insights.upply.com/en/2025-review-of-air-cargo-and-outlook-for-2026?hs_amp=true&utm_source=openai • Air freight volumes rebound and rates adjust post-peak | Metro Global https://www.metro.global/2026/01/21/air-freight-volumes-rebound-and-rates-adjust-post-peak/?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 • IATA: Air cargo growth holds steady in August with 4.1% demand increase - Aviation24.be https://www.aviation24.be/organisations/iata-international-air-transport-association/iata-air-cargo-growth-holds-steady-in-august-with-4-1-demand-increase/?utm_source=openai • Air freight volumes rebound and rates adjust post-peak | Metro Global https://www.metro.global/2026/01/21/air-freight-volumes-rebound-and-rates-adjust-post-peak/?utm_source=openai • International | FranceAgriMer https://www.franceagrimer.fr/International/?utm_source=openai • Vegetable sector in France https://en.wikipedia.org/wiki/Vegetable_sector_in_France?utm_source=openai • MONITORING EU AGRI-FOOD TRADE DEVELOPMENTS in 2025 https://agricolae.eu/wp-content/uploads/2026/03/monitoring-agri-food-trade_feb2026_en.pdf?utm_source=openai • Fret maritime | FranceAgriMer https://www.franceagrimer.fr/international/fret-maritime?utm_source=openai • Cold Chain Challenges in North Africa https://kavidoors.com/en/blog/cold-chain-challenges-fruits-vegetables-north-africa/?utm_source=openai • International | FranceAgriMer https://www.franceagrimer.fr/International/?utm_source=openai