Research Intel
Hook Candidates
1) Agri-sourcing shock to German buyers: With Ukrainian grain/oilseed volumes down ~27% and Black Sea routes fragmented, many German food and feed importers are urgently shifting origins (EU, Latin America, North Africa). Hook: Tridge Ark can bring vetted alternative exporters and handle the multi-origin sourcing + logistics execution (pre-clearing, multi-modal routing) so Koch can win and retain agri clients without building sourcing capability in-house.
2) Regulatory & data burden (CBAM, ACI, emissions): From 2026 forward, importers and their logistics providers must supply verified emissions and advanced cargo data; forwarders lacking supplier-level emissions and origin data face default (expensive) CBAM values and customs delays. Hook: Tridge Ark can collect supplier emissions and compliance documentation at source and deliver CBAM-ready data integrated into shipment documentation — enabling Koch to offer compliant, transparent CIF/door services with predictable landed costs.
## Company Profile
Heinrich Koch Internationale Spedition GmbH & Co. KG — German freight forwarder (contact: vertrieb@koch-international.de). Publicly available evidence (customer telephone list PDF dated Dec 2025) shows an established operations team; no full corporate website scraped in this research step. As a Germany-based forwarder the firm likely provides international sea, air and road forwarding and multimodal services for importers/exporters across Europe; typical customers would include industrial shippers, food/agri importers and exporters that rely on corridor logistics into Germany.
## Pain Points
1) Compliance & data burden: CBAM monetary phase, ACI air pre‑declaration and tighter customs rules force forwarders to collect supplier-level emissions and origin data; lacking this, forwarders face default CBAM values, delayed clearances and unpredictable landed costs.
2) Sourcing & routing disruption for agri clients: Reduced Ukrainian volumes and new tariffs on Russian/Belarus fertilizers/products are shifting German importers to multiple alternative origins (EU, Latin America, North Africa), increasing multimodal routing complexity and fragmenting load sizes.
3) Margin & capacity pressure + financial risk: 2026 volatility in Asia–Europe rates, excess capacity in some trades, and rising insolvencies among logistics customers/subcontractors compress margins and increase counterparty risk — forcing forwarders to add value or lose clients.
## Intel Summary
=== MULTI-DIMENSION RESEARCH ===
=== 1. [MARKET EVENTS] – Europe Freight Market 2026 (Air & Ocean, Asia–Europe, Germany) ===
**Ocean freight – Asia–Europe 2026**
- Asia–North Europe spot rates in early May 2026 are reported around **USD 2,800–2,900/FEU**, roughly **+10% vs. early 2026 levels** and **>15% higher year-on-year**, but still far from the 2021–22 peaks. ([shippinggreat.com](https://www.shippinggreat.com/2026/05/15/what-drives-the-americas-and-europe-ocean-freight-rate-divergence/?utm_source=openai))
- Freightos Baltic Index commentary (19 May 2026) notes **Asia–Europe rates are >15% YoY and >50% above the last low‑demand trough (Oct)**, with carriers announcing **June GRIs targeting +USD 2,000/FEU** over current levels, though analysts doubt full implementation. ([reddit.com](https://www.reddit.com/r/zim/comments/1ti4x5c/freightos_weekly_update_may_19_2026_excerpts/?utm_source=openai))
- S&P Global “Containers Quarterly” describes Asia–Europe entering 2026 with “seasonal firmness” driven by pre‑Lunar New Year demand and delayed GRIs, but emphasizes that **rate sustainability hinges more on capacity discipline than demand growth**. ([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))
- S&P’s 2026 ocean outlook expects **global trade growth around 1.7% in 2026** and continued **fleet expansion**, leading to a structurally softer but volatile rate environment, with two scenarios depending on the persistence or easing of Red Sea/Suez disruptions. ([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))
**Capacity & network adjustments (Asia–Europe)**
- Carriers added extra‑loaders and capacity to Asia–North Europe in Jan 2026 for the pre‑Lunar New Year rush. Some reports indicate **front‑loading of volumes** (shippers advancing orders), others see volumes roughly in line with historical patterns. ([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))
- UPS’s 2026 supply chain outlook expects **capacity to shift toward intra‑Asia and Asia→Europe** as volumes reorient away from some trans‑Pacific lanes toward “Silk Road corridors”, implying relatively better capacity availability on Asia–Europe than on some other trades. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai))
- GlobalTranz’s 2026 State of the Industry report characterizes 2026 as an environment of **“prolonged soft demand and excess freight capacity”**, particularly in container shipping, with carriers using blank sailings and slow steaming to shore up rates. ([globaltranz.com](https://www.globaltranz.com/wp-content/uploads/sites/2/2026/01/2026-State-of-the-Industry-Report.pdf?utm_source=openai))
**Air freight – Asia–Europe 2026**
- A 2026 air freight cost guide summarizing IATA and index data (as of April 2026) cites typical **Asia–Europe general cargo spot ranges around USD 2.80–3.50/kg**, with high‑priority or specialized cargo significantly above that; actual paid rates vary with density, routing and surcharges. ([freightamigo.com](https://www.freightamigo.com/en/blog/logistics/air-freight-costs-in-2026-prices-rates-per-kg-and-key-insights/?utm_source=openai))
- Europe’s air cargo volume in 2025 reached **4.86 million tons (+1.6% YoY)**, with Germany highlighted as a key hub market going into 2026. ([freightamigo.com](https://www.freightamigo.com/en/blog/logistics/air-freight-costs-in-2026-prices-rates-per-kg-and-key-insights/?utm_source=openai))
- IATA’s Q1 2026 Chartbook and Feb‑2026 Air Cargo Market Analysis show:
- **All regions increased cargo capacity in early 2026**;
- Airlines **“prioritized Asia–Europe”** in their capacity deployment;
- Africa posted the fastest capacity growth at **+17.3%**, but Europe–Asia Pacific routes also showed positive demand and capacity growth. ([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/quarterly-air-transport-chartbook-q1-2026/?utm_source=openai))
- UPS’s 2026 outlook expects **air freight capacity to keep growing faster than demand**, creating **structural oversupply** in some regions and **continued downward pressure on yields**, with volatility spikes around disruptions and peak seasons. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai))
**Germany freight forwarding market – 2026 trends**
- Grand View Research’s 2026 outlook for Germany projects the **freight forwarding market to grow at a ~7.3% CAGR from 2026–2033**, driven by e‑commerce exports, automotive, chemicals and high‑value manufacturing, even as traditional volumes stay under pressure. ([grandviewresearch.com](https://www.grandviewresearch.com/horizon/outlook/freight-forwarding-market/germany?utm_source=openai))
- Deutsche Bahn’s 2025/26 outlook expects:
- **Significant decline in rail freight volumes in Germany in 2026**, linked to industrial slowdown;
- **Slight recovery in German road freight** in 2026 after a previous dip, suggesting modal divergence and competitive pressure for forwarders tied to rail versus road. ([ibir.deutschebahn.com](https://ibir.deutschebahn.com/2025/en/combined-management-report/outlook/transport-markets/freight-transport-and-logistics/?utm_source=openai))
- A German law‑firm analysis notes that by early 2026, **insolvencies among logistics service providers in Germany are up nearly 20% vs. 2024**, surpassing **1,000 insolvencies/year for the first time since 2012**; insolvencies among logistics customers in retail and manufacturing are **“well over +20%”**, intensifying margin pressure on forwarders. ([luther-lawfirm.com](https://www.luther-lawfirm.com/en/newsroom/blog/detail/new-developments-in-the-logistics-sector-insolvencies-among-customers-and-logistics-service-providers?utm_source=openai))
- DHL’s 2026 Business Profile shows its Global Forwarding & Freight division maintaining a leading position in ocean and air forwarding on key German trade lanes, but highlighting a shift toward **integrated multimodal and value‑added services** rather than pure port‑to‑port. ([group.dhl.com](https://group.dhl.com/content/dam/deutschepostdhl/de/media-center/investors/documents/business-profiles/DHL-Group-2026-Business-Profile.pdf?utm_source=openai))
**Digital freight in Germany**
- A 2026 review of digital freight platforms in Germany describes the market evolving from simple load boards to **integrated marketplaces** that cover **container transport, road haulage and multimodal orchestration**, with emphasis on **price transparency and real‑time tracking**. ([gettransport.com](https://gettransport.com/articles/digital-freight-platforms-germany-market-landscape?utm_source=openai))
- 2026 commentary from logistics practitioners characterizes the sector as **“controlled chaos”**, with forwarders managing constant schedule changes, surcharges, and exception handling; digital tools and platforms are increasingly seen as essential for coping with volatility rather than as optional add‑ons. ([reddit.com](https://www.reddit.com/r/logistics/comments/1q77cjx/is-anyone_else_feeling_like_logistics_in_2026_is/?utm_source=openai))
=== 2. [DEMAND SIGNALS] – German Importer Sourcing Shifts & Black Sea Grain Disruptions ===
**German importer sourcing shifts / nearshoring (general, cross‑sector)**
- Allianz’s 2026 Europe trade paper argues that **nearshoring and friend‑shoring into Europe’s “near neighborhood” (North Africa, Western Balkans, Türkiye)** are accelerating, but warns that **“absorbing large‑scale nearshoring requires higher investment”** and is only partly offsetting dependence on China. It highlights growing **Chinese FDI into the EU (EUR 10bn in 2024, +47% YoY)**, some of it aimed at building local capacity to serve the EU market. ([allianz.com](https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2026/february/2026_02_24_EuropeTrade.pdf?utm_source=openai))
- The Allianz Trade Global Survey 2026 finds that surveyed companies report the **highest market diversification rate in decades**, with many firms adding **new supplier countries** since the start of renewed trade tensions in 2025. For importers, **CIF (31%) and FOB (30%) terms** remain the dominant incoterms; German importers are noted as particularly heavy users of CIF, implying a continued willingness to let foreign suppliers or forwarders control main carriage and insurance. ([allianz.com](https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2026/april/2026-04-08-global-trade-survey-AZ.pdf?utm_source=openai))
- A German logistics trade article on 2026 transport markets flags **sourcing diversification toward Southeast Asia, India, and nearshore regions** as a central supply‑chain trend for European shippers, explicitly mentioning that **companies are re‑balancing away from a single‑country China sourcing model**. ([eurotransport.de](https://www.eurotransport.de/logistik/spedition-und-logistik/transportmaerkte-2026-kosten-ets-handelsmuster-lieferketten/?utm_source=openai))
**Agri‑food–specific signals for Germany / EU**
- EU agri‑food trade monitoring (Nov 2025, published Jan 2026) shows:
- EU agri‑food imports of **EUR 15.6 bn in November 2025**;
- **Lower imports from Ukraine and Russia** versus previous years;
- Sharp import price increases for **coffee (+43%)** and **cocoa beans**, intensifying supply‑security discussions and diversification efforts among EU food importers. ([agriculture.ec.europa.eu](https://agriculture.ec.europa.eu/document/download/7dee14a1-23d8-47a6-a15f-e79d35b98f07_en?filename=monitoring-agri-food-trade-may2022_en_0.pdf&utm_source=openai))
- German BMEL statistics indicate that in **2025 Germany imported agri‑food goods worth about EUR 1.3 bn from Ukraine, ~27% less than 2024**, mainly cereals, oilseeds, vegetable oils and processed food. This confirms a **material reduction in Ukrainian sourcing volumes**, forcing German importers and feed mills to seek alternative origins (e.g., EU partners, Latin America). ([bmel-statistik.de](https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai))
- Eurostat notes that EU imports from Ukraine in 2024 were dominated by **cereals (EUR 4.4 bn), animal/vegetable fats & oils (EUR 3.1 bn), and oilseeds (EUR 2.5 bn)** – categories in which Germany is a major EU buyer. These categories are precisely those most affected by corridor disruptions and war‑related production losses. ([ec.europa.eu](https://ec.europa.eu/eurostat/web/products-eurostat-news/w/ddn-20250507-1?utm_source=openai))
**Black Sea grain disruptions & trade rerouting**
- USDA FAS (EU Grain & Feed Annual, 2026) reports that EU legislation has **temporarily suspended import duties, quotas and trade‑defense measures on Ukrainian agri‑food exports** to support flows into the EU, but notes that **limits on sensitive products** have been discussed and partially re‑introduced for some cereals to protect specific member‑state farmers. ([apps.fas.usda.gov](https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=Grain+and+Feed+Annual_Madrid_European+Union_E42026-0034.pdf&utm_source=openai))
- UN and Ukrainian sources show that by late 2024, Ukraine had restored agricultural exports to roughly **USD 24.5 bn (59% of total exports)**, but with major **route shifts from Black Sea deep‑sea ports toward Danube ports and EU overland corridors**, leading to longer, more complex logistics chains into Germany. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Agriculture_in_Ukraine?utm_source=openai))
- For Germany specifically, COMTRADE‑based data show **total imports from Ukraine of USD 3.78 bn in 2024**, down from 2022 peaks, reflecting both logistics constraints and some substitution by EU and third‑country suppliers. ([tradingeconomics.com](https://tradingeconomics.com/germany/imports/ukraine?utm_source=openai))
**Russian and Belarusian agri‑inputs and Germany / EU**
- Destatis reports that Germany’s total goods imports from Russia in 2024 were **EUR 1.8 bn, ~94.6% lower than 2021**, with energy, metals, and mineral oils collapsing; while this is not primarily food, it affects **fertilizer and energy costs for German food processors and logistics**. ([destatis.de](https://www.destatis.de/DE/Presse/Pressemitteilungen/2025/06/PD25_N032_51.html?templateQueryString=Methoden+Konjunktur&utm_source=openai))
- The EU Council’s March 2026 negotiating position introduces **higher tariffs on selected Russian agricultural products and fertilizers** that represented **~15% of EU agricultural imports from Russia and over 25% of fertilizer imports (3.6 million tons in 2023)**. This will push EU (including German) fertilizer buyers to **diversify away from Russia and Belarus** toward other suppliers, impacting landed costs and potentially crop margins in Germany. ([consilium.europa.eu](https://www.consilium.europa.eu/en/press/press-releases/2025/03/14/trade-council-adopts-negotiating-position-on-tariffs-for-a-number-of-agricultural-products-and-fertilisers-from-russia-and-belarus/pdf/?utm_source=openai))
**Implications for German freight forwarders (demand‑side)**
- Lower Ukrainian agri‑food volumes into Germany (‑27% YoY in 2025) plus tariff and sanctions pressure on Russian agri‑inputs are **shifting German import flows geographically**, increasing flows from intra‑EU partners, Latin America and the US, and strengthening **Danube and overland corridors** at the expense of traditional Black Sea routes. ([bmel-statistik.de](https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai))
- Forwarders serving German food and feed clients face **more fragmented shipment profiles**: smaller parcels from multiple origins instead of large bulk flows from the Black Sea, requiring **more complex multimodal routing and coordination**.
- Tighter CBAM and emissions rules (see next section) also make **origin choice a cost driver**: high‑emissions origins and routes will become more expensive once full CBAM pricing is embedded, influencing sourcing strategy and, therefore, freight patterns. ([matchory.com](https://matchory.com/en/articles/cbam-csddd-the-data-void-the-procurement-challenge-of-2026?utm_source=openai))
=== 3. [PROBLEM FRAMING] – Challenges for German Freight Forwarders in 2026 ===
**1) Customs & border digitalization**
- Germany is rolling out updated customs pre‑declaration and risk‑management procedures for 2026. A logistics regulatory overview notes:
- **Revised pre‑declaration timelines and enhanced risk‑based checks at ports and inland terminals**;
- Mandatory use of **digital customs data interfaces** for freight operators;
- Integration of these measures into a national digital freight‑reporting regime. ([gettransport.com](https://gettransport.com/articles/2026-german-logistics-regulatory-watch?utm_source=openai))
- A German trade press piece (DVZ) highlights that from **1 January 2026**, an **“Advanced Cargo Information System (ACI)” is extended to air freight shipments**, tightening pre‑arrival data requirements and placing more responsibility on forwarders for accurate, timely filing. ([dvz.de](https://www.dvz.de/unternehmen/luft/detail/news/das-muessen-logistiker-2026-beachten.html?utm_source=openai))
- EY’s TradeWatch 2026 confirms broader **EU customs system harmonization** and the integration of CBAM with customs declarations, requiring **consistent product classification, origin determination and emissions data capture at the declaration level**. ([ey.com](https://www.ey.com/content/dam/ey-unified-site/ey-com/en-gl/services/tax/documents/ey-gl-tradewatch-full-report-05-2026.pdf?utm_source=openai))
**2) Green regulations & CBAM**
- CBAM timetable and requirements (KPMG, EY, DEHSt):
- **Reporting phase**: began in October 2023; importers must record all CBAM‑relevant goods and report embedded emissions;
- **From early 2026**: transition to the monetary phase, where importers must **purchase and surrender CBAM certificates** in line with embedded emissions of covered goods;
- **Authorised CBAM declarant status** becomes mandatory for importers above specified thresholds; forwarders/3PLs increasingly act as data and process intermediaries. ([kpmg.com](https://kpmg.com/de/en/insights/sustainable-business-practices/cbam-creation-of-equal-competition-conditions.html?utm_source=openai))
- Germany’s emissions authority (DEHSt) clarified that **no partial/quarterly CBAM verification is possible in 2026**; only **full‑year, verified emissions reports** are valid for compliance, creating a **lag between operational decisions and final verified data**, complicating pricing and risk management for forwarders. ([argusmedia.com](https://www.argusmedia.com/news-and-insights/latest-market-news/2779754-no-cbam-verification-in-2026----dehst?utm_source=openai))
- A CBAM‑focused industry article (April 2026) reports that **most forwarders are still unable to precisely quantify CBAM costs for clients**, leading to:
- Use of **default emissions values**, which are designed to be conservative and thus expensive;
- Risk of **unexpected surcharges, delayed customs clearance due to data discrepancies**, and difficulty forecasting landed costs. ([seawayshipservices.com](https://www.seawayshipservices.com/maritime-intelligence.php?article=cbam-s-quiet-crisis-eu-carbon-tax-hits-supply-chains-forwarders-struggle-to-price-a2ccb6&utm_source=openai))
- Matchory’s 2026 procurement analysis states that **about 75% of German companies cannot fully report emissions from non‑EU suppliers (or only partially)**; and that in 2026, **CBAM default values shift from global averages to country‑specific values with mark‑ups**, significantly increasing costs for supply chains with poor data. ([matchory.com](https://matchory.com/en/articles/cbam-csddd-the-data-void-the-procurement-challenge-of-2026?utm_source=openai))
**3) Emissions‑based road tolling & domestic green rules**
- A German logistics challenges report for Q1 2026 notes that **CO₂‑differentiated road tolling is expanding**, and Germany’s toll structure and exemptions are evolving into 2026. Forwarders must **measure, report, and budget for variable toll costs**, while many shippers simultaneously demand **lower emissions and lower freight rates**. ([ecommercegermany.com](https://ecommercegermany.com/blog/german-logistics-challenges/?utm_source=openai))
- DVZ outlines that **zero‑emission trucks benefit from toll exemptions**, pushing fleet decisions and subcontractor selection, and that from **August 2026, the EU AI Act will apply**, adding compliance obligations for AI‑driven logistics planning and pricing tools used by German forwarders. ([dvz.de](https://www.dvz.de/unternehmen/luft/detail/news/das-muessen-logistiker-2026-beachten.html?utm_source=openai))
**4) Supply chain visibility & data integration**
- German logistics commentary emphasizes that **digitalization and AI are seen as key levers to absorb regulatory and cost shocks**, but that many mid‑tier forwarders lack the capital and in‑house IT skills to implement advanced control towers, TMS upgrades, and emissions‑tracking tools rapidly. ([ecommercegermany.com](https://ecommercegermany.com/blog/german-logistics-challenges/?utm_source=openai))
- The rise of **digital freight platforms** and networks in Germany (evolving from load boards to integrated marketplaces) increases competitive pressure on traditional forwarders who cannot offer similar **real‑time visibility, instant pricing and integrated documentation workflows**. ([gettransport.com](https://gettransport.com/articles/digital-freight-platforms-germany-market-landscape?utm_source=openai))
**5) Capacity and rate volatility**
- Despite an overall picture of **soft demand and excess capacity** in container shipping and air freight, 2026 continues to feature:
- Sharp **rate swings on Asia–Europe** linked to seasonal demand, carrier capacity discipline, and geopolitical disruptions (e.g., Red Sea, Hormuz);
- Announced GRIs of up to **+USD 2,000/FEU** on Asia–Europe lanes against a backdrop of skepticism about their stickiness. ([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))
- For forwarders, this means **margin compression and pricing risk**: locked‑in customer contracts versus spot‑driven carrier costs, and difficulty forecasting multi‑month landed cost for food and agri importers that buy on CIF/FOB terms. ([globaltranz.com](https://www.globaltranz.com/wp-content/uploads/sites/2/2026/01/2026-State-of-the-Industry-Report.pdf?utm_source=openai))
**6) Financial stress & counterparty risk**
- Insolvencies among German logistics service providers are **up nearly 20% since 2024**, exceeding **1,000 per year**, while insolvencies among retail and manufacturing clients are **well over +20%**, according to a 2026 legal sector analysis. This increases:
- **Credit risk** for forwarders extending payment terms;
- The need to rely on **carrier/forwarder/warehouse liens** (under §§ 440, 464, 475b HGB) to secure receivables;
- Potential disruption in multi‑tier logistics networks if smaller subcontractors fail. ([luther-lawfirm.com](https://www.luther-lawfirm.com/en/newsroom/blog/detail/new-developments-in-the-logistics-sector-insolvencies-among-customers-and-logistics-service-providers?utm_source=openai))
**7) Strategic implications for German freight forwarders (2026)**
- Compliance & data: CBAM, ACI, emissions‑based tolling and customs digitalization effectively **turn emissions and data quality into core competencies**; forwarders who can collect primary data from non‑EU suppliers and embed it in customs and transport documentation will be more competitive. ([matchory.com](https://matchory.com/en/articles/cbam-csddd-the-data-void-the-procurement-challenge-of-2026?utm_source=openai))
- Network & sourcing shifts: Reduced Black Sea grain flows, new fertilizer tariffs on Russia/Belarus, and diversification toward Southeast Asia, India and nearshore origins push forwarders to **re‑design routing (Danube, rail, short‑sea, intra‑EU)** and build new carrier relationships, especially for food and agri commodities. ([bmel-statistik.de](https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai))
- Differentiation: A 2026 strategy piece on German forwarders stresses that survival depends on **clear service focus, strong managerial control, and the ability to invest** – especially in digital tools and compliance capabilities. Mid‑sized forwarders that cannot scale these investments are the most exposed to insolvency and margin squeeze. ([mind-partners.com](https://www.mind-partners.com/en/market-insights/quo-vadis-spediteure-in-deutschland?utm_source=openai))
Sources:
• What Drives the Americas and Europe Ocean Freight Rate Divergence? | Shipping Great
https://www.shippinggreat.com/2026/05/15/what-drives-the-americas-and-europe-ocean-freight-rate-divergence/?utm_source=openai
• FREIGHTOS WEEKLY UPDATE - May 19, 2026 | Excerpts: ”Asia-US West Coast prices (FBX01 Weekly) decreased 1%.” | “Asia-US East Coast prices (FBX03 Weekly) decreased 1%.”
https://www.reddit.com/r/zim/comments/1ti4x5c/freightos_weekly_update_may_19_2026_excerpts/?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
• 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
• 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
• 2026 Supply Chain Outlook | UPS Supply Chain Solutions
https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai
• The 2026 State of Shipping and Logistics Report
https://www.globaltranz.com/wp-content/uploads/sites/2/2026/01/2026-State-of-the-Industry-Report.pdf?utm_source=openai
• 2026 Air Freight Rates Per KG: Asia-EU Costs Guide
https://www.freightamigo.com/en/blog/logistics/air-freight-costs-in-2026-prices-rates-per-kg-and-key-insights/?utm_source=openai
• Quarterly
Air Transport Chartbook
https://www.iata.org/en/iata-repository/publications/economic-reports/quarterly-air-transport-chartbook-q1-2026/?utm_source=openai
• 2026 Supply Chain Outlook | UPS Supply Chain Solutions
https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai
• Germany Freight Forwarding Market Size & Outlook, 2033
https://www.grandviewresearch.com/horizon/outlook/freight-forwarding-market/germany?utm_source=openai
• Freight transport and logistics | Deutsche Bahn Annual Report 2025
https://ibir.deutschebahn.com/2025/en/combined-management-report/outlook/transport-markets/freight-transport-and-logistics/?utm_source=openai
• New developments in the logistics sector: Insolvencies among customers and logistics service providers | Luther Lawfirm
https://www.luther-lawfirm.com/en/newsroom/blog/detail/new-developments-in-the-logistics-sector-insolvencies-among-customers-and-logistics-service-providers?utm_source=openai
• 2026 Business Profile
https://group.dhl.com/content/dam/deutschepostdhl/de/media-center/investors/documents/business-profiles/DHL-Group-2026-Business-Profile.pdf?utm_source=openai
• Germany Digital Freight Platforms
https://gettransport.com/articles/digital-freight-platforms-germany-market-landscape?utm_source=openai
• Is anyone else feeling like logistics in 2026 is just… controlled chaos?
https://www.reddit.com/r/logistics/comments/1q77cjx/is-anyone-else-feeling-like-logistics_in_2026_is/?utm_source=openai
• Allianz Research | 24 February 2026 | Future of Europe series
https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2026/february/2026_02_24_EuropeTrade.pdf?utm_source=openai
• Allianz Trade Global Survey 2026
https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2026/april/2026-04-08-global-trade-survey-AZ.pdf?utm_source=openai
• Transportmärkte 2026: Kosten und ETS erhöhen Druck | eurotransport
https://www.eurotransport.de/logistik/spedition-und-logistik/transportmaerkte-2026-kosten-ets-handelsmuster-lieferketten/?utm_source=openai
• MONITORING EU AGRI-FOOD TRADE DEVELOPMENTS in November 2025 Publication: January 2026 |
https://agriculture.ec.europa.eu/document/download/7dee14a1-23d8-47a6-a15f-e79d35b98f07_en?filename=monitoring-agri-food-trade-may2022_en_0.pdf&utm_source=openai
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https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai
• Trade in goods with Ukraine in 2024 - News articles - Eurostat
https://ec.europa.eu/eurostat/web/products-eurostat-news/w/ddn-20250507-1?utm_source=openai
• Required Report: Required - Public Distribution
https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=Grain+and+Feed+Annual_Madrid_European+Union_E42026-0034.pdf&utm_source=openai
• Agriculture in Ukraine
https://en.wikipedia.org/wiki/Agriculture_in_Ukraine?utm_source=openai
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https://tradingeconomics.com/germany/imports/ukraine?utm_source=openai
• Deutschland importiert 95 % weniger Waren aus Russland als vor dem Krieg in der Ukraine - Statistisches Bundesamt
https://www.destatis.de/DE/Presse/Pressemitteilungen/2025/06/PD25_N032_51.html?templateQueryString=Methoden+Konjunktur&utm_source=openai
• Trade: Council adopts negotiating position on tariffs for a number of agricultural products and fertilisers from Russia and Belarus
https://www.consilium.europa.eu/en/press/press-releases/2025/03/14/trade-council-adopts-negotiating-position-on-tariffs-for-a-number-of-agricultural-products-and-fertilisers-from-russia-and-belarus/pdf/?utm_source=openai
• BMEL-Statistik: Agrar-Außenhandel mit der Ukraine
https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai
• Matchory | CBAM, CSDDD & the Data Void: The Procurement Challenge of 2026
https://matchory.com/en/articles/cbam-csddd-the-data-void-the-procurement-challenge-of-2026?utm_source=openai
• German Logistics Rules 2026: Key Impacts
https://gettransport.com/articles/2026-german-logistics-regulatory-watch?utm_source=openai
• Das müssen Logistiker 2026 beachten - DVZ
https://www.dvz.de/unternehmen/luft/detail/news/das-muessen-logistiker-2026-beachten.html?utm_source=openai
• TradeWatch
EY Global Trade
Issue 1 2026
https://www.ey.com/content/dam/ey-unified-site/ey-com/en-gl/services/tax/documents/ey-gl-tradewatch-full-report-05-2026.pdf?utm_source=openai
• CBAM: What companies should know now
https://kpmg.com/de/en/insights/sustainable-business-practices/cbam-creation-of-equal-competition-conditions.html?utm_source=openai
• No CBAM verification in 2026 — DEHSt | Latest Market News
https://www.argusmedia.com/news-and-insights/latest-market-news/2779754-no-cbam-verification-in-2026----dehst?utm_source=openai
• CBAM's Quiet Crisis: EU Carbon Tax Hits Supply Chains, Forwarders Struggle to Price | Seaway Maritime Intelligence
https://www.seawayshipservices.com/maritime-intelligence.php?article=cbam-s-quiet-crisis-eu-carbon-tax-hits-supply-chains-forwarders-struggle-to-price-a2ccb6&utm_source=openai
• Matchory | CBAM, CSDDD & the Data Void: The Procurement Challenge of 2026
https://matchory.com/en/articles/cbam-csddd-the-data-void-the-procurement-challenge-of-2026?utm_source=openai
• BMEL-Statistik: Agrar-Außenhandel mit der Ukraine
https://www.bmel-statistik.de/aussenhandel/deutscher-aussenhandel/aussenhandel-mit-der-ukraine?utm_source=openai
• Where are Germany’s freight forwarders headed? | MIND
https://www.mind-partners.com/en/market-insights/quo-vadis-spediteure-in-deutschland?utm_source=openai)