## Company Profile SSR Logistics Co Ltd is a Vietnam-based freight forwarding company, identified via the FIATA directory (batch 1 outreach). The primary contact is Ms. Mai Hao (Manager), reachable at import@ssr-logistics.com. The website is https://ssr-logistics.com. As a FIATA-registered freight forwarder operating in Vietnam, SSR Logistics likely handles both import and export freight across key Vietnamese trade corridors — serving shippers of agricultural commodities (coffee, rice, cashew, seafood) as well as manufactured goods. The company's email alias "import@ssr-logistics.com" suggests active involvement in import logistics. Vietnam's freight forwarding market is rapidly expanding, driven by record agri-export growth (US$70.09 billion AFF exports in 2025, targeting US$73–74 billion in 2026), strong FDI inflows, and growing e-commerce. The market is competitive, with global 3PLs entering and digital freight platforms rising, putting pressure on local forwarders to differentiate through value-added services and market intelligence. ## Pain Points 1. COMMODITY PRICE & VOLUME VISIBILITY: SSR Logistics' shipper clients (especially in coffee, rice, cashew) face highly volatile markets in 2026 — coffee hitting record export values (>US$1B in January 2026 alone), rice undergoing a strategic pivot as major buyers pull back, and cashew showing month-to-month shipping volatility. Without reliable commodity price and trade flow data, SSR and its clients struggle to plan shipment timing and volumes confidently. 2. ORIGIN & DESTINATION INTELLIGENCE FOR ROUTING DECISIONS: Vietnam's agricultural export routes are shifting — China growing +66% YoY, US +22%, Japan +20%, while EU demand is constrained by EUDR and traceability requirements. SSR needs real-time intelligence on which buyer markets are growing or contracting to advise clients on routing, consolidation, and booking strategies, especially with new infrastructure coming online (Hai Phong FTZ/rail corridor, Long Thanh Airport ramp-up). 3. REGULATORY & STANDARDS COMPLIANCE SUPPORT FOR CLIENTS: The EU Deforestation Regulation (EUDR), stricter MRL standards, and digital traceability requirements are reshaping access to Vietnam's key export markets for coffee and cashew. SSR's exporter clients need advance warning on these regulatory shifts to avoid cargo holds, market bans, or compliance failures — and SSR, as their logistics partner, is on the front line of these issues. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [COMMODITY TRENDS] – VIETNAM AGRICULTURAL EXPORT FLOWS (RICE, COFFEE, CASHEW) INTO 2026 === Vietnam's total AFF export turnover in 2025 reached US$70.09 billion (+12% YoY). Target for 2026: US$73–74 billion (+4–6%). January 2026 AFF exports: US$6.51 billion (+29.5% YoY). COFFEE: 2024–25 crop exports ~1.5–1.6M tonnes, value US$8.4–8.92B (record). Average export price ~US$5,610–5,655/tonne (+52–55% YoY). January 2026: >US$1B in coffee exports alone. 2025–26 crop production projected +10% to 1.8–1.9M tonnes. Growth fastest to China (+66% YoY), US (+22%), Japan (+20%). Processed coffee value +50.4% to US$1.78B in 2025. RICE: 2025 exports 8.06M tonnes (-10.8% vol, -27.6% value vs 2024). Strategic pivot underway in 2026: away from bulk white rice toward fragrant/specialty/branded. Major buyers (Philippines, Indonesia) pulling back. Competition from India/Thailand intensifying. CASHEW: Vietnam = world's largest cashew kernel exporter + major importer of African raw nuts. Oct 2024 monthly export: 65,220 tonnes, US$424M. Average price Jan–Oct 2024: US$5,873/tonne (+3% YoY). Feb 2025 exports -21–24% MoM (timing/logistics volatility). Cumulative 2025 export value strong at US$455M by Feb. Regulatory backdrop: EUDR compliance required for coffee (and potentially cashew) for EU market access. Stricter MRL/food safety rules in EU, US, Japan. === 2. [MARKET EVENTS] – VIETNAM FREIGHT FORWARDING & LOGISTICS TRENDS 2026 === Vietnam freight forwarding market growing at high-single to low-double-digit annual rates. Foreign ownership cap removed for freight forwarding (full foreign ownership now allowed), increasing competitive pressure on local firms. Key infrastructure: Hai Phong FTZ + Kunming–Lao Cai–Hanoi–Hai Phong rail corridor (cross-border rail to China for containerized agri-exports). Long Thanh International Airport had technical opening Dec 2025 — phased ramp-up for air cargo through late 2020s. Trend toward digital freight platforms, multimodal solutions, and rapid containerization of bulk agri-products (coffee, rice, cashew). Government strategy links logistics cost reduction and digital traceability to sustaining AFF export growth through 2026. === 3. [DEMAND SIGNALS] – VIETNAM IMPORT/EXPORT AGRI COMMODITY VOLUME GROWTH 2026 === 2024 AFF exports: US$62.5B (+18.7% YoY). 2025: US$70.09B (+12%). 2026 target: US$73–74B. Jan 2026: +29.5% YoY. Feb 2026: +1.9% YoY (seasonal dip). Geographic diversification: China fastest-growing buyer (+66% YoY in early 2026), US (+21.6%), Japan (+19.6%). EU critical for coffee/cashew/specialty rice but constrained by EUDR/sustainability rules. Product mix upgrading across all three commodities (processed coffee, roasted cashew, fragrant rice) is reshaping shipment profiles — smaller, more frequent, higher-value loads vs bulk.