Research Intel
Hook Candidates
1) ‘Immediate client need from route and rate shocks’ — Johor/Pasir Gudang saw record container throughput and truck moves in 2025, while carrier routing changes and Red Sea diversions in 2026 have lengthened transit times and pushed Asia–Europe/US East Coast freight and surcharges sharply higher. That combination (higher local THC + structurally higher ocean rates + longer lead times) means Pasir Gudang Forwarding’s exporters need help re‑sourcing buyers, sourcing alternate origins, and restructuring orders to reduce in‑transit inventory and margin pinch. Tridge Ark can be positioned as a delivery channel the forwarder can offer clients to rapidly find alternative buyers/suppliers, consolidate demand, or arrange multi‑origin sourcing — turning a logistics problem into a client retention and revenue opportunity for the forwarder.
2) ‘Quote volatility & margin squeeze relief’ — Q1–Q2 2026 spot market volatility and surcharges have shortened carrier quote windows and increased working‑capital exposure for smaller shippers. Forwarders operating out of Pasir Gudang can win and retain customers by offering packaged solutions that combine freight + market intelligence + alternative trade routes and buyer matches. Tridge Ark can supply the sourcing/buyer‑matching and supply‑chain planning layer the forwarder lacks, enabling them to offer higher‑value, margin‑protecting packages (e.g., consolidated cargo, flexible routing, near‑term air/sea mixes) and to convert price‑sensitive shippers into longer‑term managed clients.
## Company Profile
Pasir Gudang Forwarding (M) Sdn Bhd is a Malaysia-based freight forwarding and logistics company headquartered in the Pasir Gudang / Johor area. Public contact details list a Director / primary contact Chong Choon Sern (email: chew@pgship.com.my). Services (per website and typical local forwarder profile) include sea and air forwarding, customs clearance, local container haulage/trucking, terminal interfacing at Pasir Gudang / Johor Port, and likely warehousing and documentation services for exporters and importers in the Johor industrial cluster. Scale: local/regional operator serving manufacturers and exporters that use Pasir Gudang / Johor Port; not a large global NVOCC but a gateway-focused forwarder tied to Johor Port volumes.
## Pain Points
1) Margin compression from rapidly rising and volatile ocean freight (Asia–Europe and Asia–US lanes) plus local Pasir Gudang THC increases — squeezes forwarder margins on fixed contracts and forces rapid re‑pricing to customers.
2) Operational pressure from rising container throughput and landside demand at Johor/Pasir Gudang (record TEUs in 2025; ~1,750–1,800 trucks/day) — capacity management, truck/driver availability, and equipment imbalances create service reliability challenges for customers.
3) Shippers’ need to manage longer transit times and higher in‑transit inventory (Red Sea diversions adding 10–14 days) — clients need faster sourcing alternatives, buyer matches, or consolidated solutions to reduce cash tied up in transit; forwarders without a sourcing/market‑intelligence channel risk losing clients to providers who can bundle those services.
## Intel Summary
=== MULTI-DIMENSION RESEARCH ===
=== 1. [DEMAND SIGNALS] Malaysia container export volumes 2026 – Pasir Gudang / Johor Port & intermodal demand ===
**Johor Port / Pasir Gudang throughput and export demand signals**
- Johor Port Berhad (Pasir Gudang) reported **record container throughput of 1.08 million TEUs in 2025**, its highest in history, a **7% increase vs 2024**. Landside traffic reached **639,011 haulier (truck) movements in 2025**, averaging **about 1,750–1,800 trucks per day**, also a record. ([thestar.com.my](https://www.thestar.com.my/business/business-news/2026/01/27/johor-port-handles-up-to-1800-trucks-daily-in-2025?utm_source=openai))
- Parent group **MMC Ports** reported its Malaysian port network surpassed **20 million TEUs in 2025**, calling it its “strongest performance to date”. Within this, Johor Port recorded its **highest-ever monthly container throughput of 103,153 TEUs in August 2025** and a **single‑day record of 8,876 TEUs in November 2025** – both strong indications of rising export intensity through Pasir Gudang. ([mmcports.com.my](https://www.mmcports.com.my/mmc-ports-records-20-million-teus-in-2025-marking-a-major-industry-milestone/?utm_source=openai))
**Port performance and trend direction into 2026**
- Johor Port’s January 27, 2026 release stresses that **traffic growth in 2025 has carried into early 2026** with sustained high truck flows (about 1,750 trucks/day) and “minimal congestion,” implying that 2026 export flow remains elevated rather than reverting to pre‑2024 levels. ([johorport.com.my](https://www.johorport.com.my/CMSPages/GetFile.aspx?guid=ffadecf3-92ec-4a1d-9efe-092f33bc0d9b&utm_source=openai))
- State port authority performance tables for Pasir Gudang show continued **year‑on‑year growth through mid‑2025 in container moves** (TEUs), though the publicly available PDF is truncated for late‑2025/2026; the YoY pattern up to mid‑2025 supports the acceleration reflected in Johor Port’s 2025 record. ([lpj.gov.my](https://www.lpj.gov.my/media/attachments/2025/10/16/port-performance-yoy.pdf?utm_source=openai))
**Price / cost signals at the terminal**
- CMA CGM’s Malaysia notice (Nov 24, 2025) announced an **increase in Pasir Gudang Terminal Handling Charges (THC)** for **all export (THC58) and import (THC34) shipments**, following a Johor Port Authority tariff revision. This raises the cost base for exporters using containers at Pasir Gudang from late‑2025 into 2026. ([cnc-line.com](https://www.cnc-line.com/local/malaysia/news/60/malaysia-adjustment-of-pasir-gudang-port-terminal-handling-charge-thc-?utm_source=openai))
**Intermodal / hinterland demand**
- Johor Port explicitly links its record 639k truck moves in 2025 (up **7% YoY**) to **“increased landside traffic” while maintaining smooth operations**, indicating rising demand for trucking and inland transport capacity to/from Pasir Gudang’s container terminal. ([thestar.com.my](https://www.thestar.com.my/business/business-news/2026/01/27/johor-port-handles-up-to-1800-trucks-daily-in-2025?utm_source=openai))
- MMC Ports notes that its network‑wide 20m TEUs milestone in 2025 is supported by **“enhanced connectivity” and “efficient hinterland links”**, implying that intermodal (road/rail) demand is rising in parallel with seaborne volumes across the group, including Johor Port. ([mmcports.com.my](https://www.mmcports.com.my/mmc-ports-records-20-million-teus-in-2025-marking-a-major-industry-milestone/?utm_source=openai))
- CMA CGM’s Malaysia intermodal matrix, updated January 2026, lists **structured inland connections from Malaysian ports including Johor/Pasir Gudang to various industrial inland points**, confirming **scheduled trucking / rail corridors** and providing transit times and frequencies (e.g., daily or several times per week) that underpin container export growth. ([cma-cgm.com](https://www.cma-cgm.com/local/malaysia/intermodal?utm_source=openai))
**Interpreted demand signal for 2026**
- With **record TEUs in 2025 (+7% YoY)**, record truck movements, tariff‑driven THC increases, and active liner intermodal networks as of early 2026, the demand signal for **containerised exports via Pasir Gudang/Johor Port into 2026 is clearly upward**, albeit exposed to global freight‑rate volatility and Red Sea–related rerouting (see Dimensions 2 and 3).
---
=== 2. [TIMING SIGNALS] 2026 container freight rates – Asia–Europe & Asia–US, Q1–Q2 & impact on regional forwarders ===
**Level and direction of Asia–Europe spot rates in early 2026**
- S&P Global’s Q1 2026 container outlook reports that **Platts Container Rate 1 (PCR1, North Asia–North Europe)** and **PCR11 (North Asia–UK)** were assessed at **about USD 2,700/FEU in early January 2026**, up markedly from early October 2025 “unsustainable low” levels. This reflects **seasonal firmness pre‑Lunar New Year and deferred GRIs**. ([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))
- Drewry’s **World Container Index** for 8 January 2026 shows the composite index up **16% week‑on‑week to USD 2,557 per 40’**, with **Shanghai–Genoa (Asia–Med) up 13% WoW (+USD 458) to USD 3,885/FEU**, highlighting how quickly rates rebounded at the turn of the year. ([trasportoeuropa.it](https://www.trasportoeuropa.it/english/sea/container-freight-rates-rise-sharply-at-the-start-of-2026/?utm_source=openai))
- A Freightos Baltic Index (FBX) weekly update dated 13 January 2026 reports **Asia–North Europe (FBX11) around USD 2,978/FEU**, and **Asia–Med around USD 4,850/FEU**, stating that Asia–Europe rates are “steady but elevated” at **levels last seen in the 2025 summer peak season**, supported by pre‑Lunar New Year demand and GRIs. ([reddit.com](https://www.reddit.com/r/zim/comments/1qby5r8/freightos_weekly_update_january_13_2026_excerpts/?utm_source=openai))
**Asia–US Transpacific levels in early 2026**
- The same Freightos January 13, 2026 update shows:
- **Asia–US West Coast (FBX01)** up **5% WoW to USD 2,757/FEU**
- **Asia–US East Coast (FBX03)** up **7% WoW to USD 4,033/FEU**
- A later Freightos weekly update (April 28, 2026) shows that, despite being a seasonally weak period, **Asia–US West Coast rates increased 1% WoW** and **Asia–US East Coast increased 3%**, with commentary that **Asia–Europe rates are more than 15% higher year‑on‑year and more than 50% above October 2025 lows** due to elevated fuel and war‑risk/route‑disruption costs. ([reddit.com](https://www.reddit.com/r/zim/comments/1sy97nu/freightos_weekly_update_april_28_2026_excerpts/?utm_source=openai))
**Q1 vs Q2 2026 timing signal**
- A 2026 freight market outlook notes for **Asia–Europe**:
- **Q1 2026:** “stable to slightly soft as Chinese New Year demand fades,” but still elevated relative to late‑2025 troughs.
- **Q2 2026:** expectation of **sideways to modestly higher rates** if Red Sea / Hormuz related disruptions and high bunker costs persist, as structural capacity is effectively constrained by longer voyage durations. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai))
- On top of demand seasonality, the ongoing **Red Sea/Cape of Good Hope diversions** keep structural transit times longer (by **10–14 days Asia–Europe**, see Dimension 3), which effectively **removes 9–15% of available vessel capacity** and supports floor levels for spot rates even in non‑peak quarters. ([ports.marinelink.com](https://ports.marinelink.com/ports/port/richland/news/red-sea-transit-diversions-continue-impacting-global-schedules-and-costs?utm_source=openai))
**Impact on regional forwarders (Asia & Southeast Asia–based)**
- S&P Global observes that, entering 2026, **carriers retain “pricing leverage” on Asia–Europe and Asia–US East Coast trades** because importers had expected a reversion to Suez routings and rate softening, which has not materialised. This squeezes **regional forwarders’ margins** if they hold customer contracts signed in late‑2025 at lower assumed rate levels. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-impacts-container-shipping?utm_source=openai))
- Freightos commentary in April 2026 notes that **Asia–Europe rates are 50% above October 2025 lows** and still more than 15% YoY higher, despite the post‑Lunar New Year lull. Forwarders that priced **annual or half‑year contracts on expectations of “normal” seasonality** are exposed to margin compression or must pass surcharges through to shippers. ([reddit.com](https://www.reddit.com/r/zim/comments/1sy97nu/freightos_weekly_update_april_28_2026_excerpts/?utm_source=openai))
- Continued **GRIs, Peak Season Surcharges (PSS), and war‑risk surcharges** on both Asia–Europe and Asia–US routings complicate procurement for smaller forwarders; they face **shorter validity windows (often 2–4 weeks)** on carrier spot offers and need more dynamic quoting to customers, increasing operational complexity and working‑capital requirements. This is repeatedly highlighted in 2026 market‑outlook notes and shipper advisories. ([trasportoeuropa.it](https://www.trasportoeuropa.it/english/sea/container-freight-rates-rise-sharply-at-the-start-of-2026/?utm_source=openai))
- For Southeast Asian forwarders moving cargo via **Malaysian gateways (Port Klang, Tanjung Pelepas, Johor/Pasir Gudang)**, elevated mainline rates combined with **higher local THC at Pasir Gudang** (see Dimension 1) mean **total door‑to‑door logistics costs are structurally higher in 2026 vs 2024**, even before any local trucking/warehouse inflation is added. ([cnc-line.com](https://www.cnc-line.com/local/malaysia/news/60/malaysia-adjustment-of-pasir-gudang-port-terminal-handling-charge-thc-?utm_source=openai))
**Timing takeaway for 2026**
- **Q1 2026:** strong and elevated rates driven by pre‑Chinese New Year demand plus disruption surcharges; Asia–Europe ~USD 2.7–3.0k/FEU to North Europe and ~USD 3.8–4.8k/FEU to Med; Asia–US West Coast ~USD 2.7k/FEU and East Coast ~USD 4.0k/FEU. ([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))
- **Early Q2 2026 (April):** rates are off their absolute peaks but **remain structurally high vs 2025 troughs (Asia–Europe +50% vs October lows)** due to prolonged diversions and higher fuel/insurance, limiting the usual Q2 “floor” that regional forwarders rely on to lock in cheaper space. ([reddit.com](https://www.reddit.com/r/zim/comments/1sy97nu/freightos_weekly_update_april_28_2026_excerpts/?utm_source=openai))
---
=== 3. [PROBLEM FRAMING] Impact of Red Sea / Suez disruptions in 2026 on Southeast Asia costs, transit times & cargo diversions ===
**Nature of the disruption as of 2026**
- Attacks and security risks in the Red Sea that began in late‑2023 have **continued into 2026**, affecting container trades on **Asia–Europe, Asia–Mediterranean, and Asia–US East Coast**. Most container carriers continue to **avoid the Suez/Red Sea corridor and route via the Cape of Good Hope**. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-impacts-container-shipping?utm_source=openai))
- A March 2026 industry piece notes that the security situation has **“put to rest the assumption” that Asia–Europe and Asia–US East Coast traffic would return to Suez in H2 2026**, meaning **longer routings and elevated costs are now incorporated into shippers’ planning horizon**. ([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-impacts-container-shipping?utm_source=openai))
**Transit time impacts – quantified**
- Multiple sources converge on **extra 10–14 days transit time** for Asia–Europe and Asia–Med container services when routed via the Cape of Good Hope instead of Suez. ([ports.marinelink.com](https://ports.marinelink.com/ports/port/richland/news/red-sea-transit-diversions-continue-impacting-global-schedules-and-costs?utm_source=openai))
- A 2025–26 disruption tracker estimates that full Cape diversions and associated port congestion effectively **reduce global container shipping capacity by 9–15%** because each round trip takes significantly longer, even though the nominal fleet has not shrunk. ([reddit.com](https://www.reddit.com/r/freightforwarding/comments/1li8ev8?utm_source=openai))
- For **Southeast Asia to US East Coast** via Suez, transit times have also lengthened (often by **1–2 weeks**), and schedule reliability has deteriorated, with more blank sailings and last‑minute port omissions. ([project44.com](https://www.project44.com/supply-chain-insights/the-red-sea-crisis-ceasefire-collapse-leaves-red-sea-in-tumultuous-state/?utm_source=openai))
**Cost impacts – freight, surcharges, insurance**
- A 2026 Red Sea supply chain advisory summarises typical impacts by lane:
- **Asia → Europe**: base freight **+25–40% vs pre‑crisis benchmarks**, transit **+10–14 days**, reflecting longer routes and higher bunker and charter costs. ([suaidglobal.com](https://suaidglobal.com/de/insights/red-sea-shipping-crisis-2026/?utm_source=openai))
- Le Monde’s March 2026 overview of Middle East maritime risk reports that carriers have imposed **surcharges of several thousand dollars per container**, often **100–250% on top of the base freight** depending on route and box size; war‑risk insurance premiums may increase **five‑ to ten‑fold** in worst‑case scenarios. ([lemonde.fr](https://www.lemonde.fr/en/economy/article/2026/03/05/with-the-strait-of-hormuz-blocked-regional-trade-disruptions-could-ripple-across-the-globe_6751117_19.html?utm_source=openai))
- War‑risk endorsements specifically for Red Sea transit are reported at **0.5–1.0% of cargo value** for some shippers, a substantial additional cost on higher‑value containerised goods (electronics, machinery, agri‑food with cold‑chain, etc.). ([suaidglobal.com](https://suaidglobal.com/de/insights/red-sea-shipping-crisis-2026/?utm_source=openai))
- A CRISIL sectoral impact report (Feb 2026) notes the disruption is **raising logistics costs and delivery times at a moment of weak European demand**, forcing many exporters – especially in Asia – to **absorb a portion of the higher freight rather than fully pass it through**, compressing margins in price‑sensitive sectors (textiles, basic foods, household goods). ([intelligence.crisil.com](https://intelligence.crisil.com/content/dam/crisil/our-analysis/reports/Research/documents/2024/02/sectoral-impact-of-red-sea-trade-disruptions/sectoral-impact-of-red-sea-trade-disruptions.pdf?utm_source=openai))
**Specific implications for Southeast Asia exporters and importers**
- For Southeast Asian cargo (including from Malaysia, Thailand, Vietnam, Indonesia) bound for **Europe and Med**, the Cape detour is now “business as usual,” leading to:
- **Longer inventory pipelines (extra 2+ weeks)**
- **Higher working‑capital needs** to cover in‑transit stock
- **Greater risk of stock‑outs** if demand surges or if production/port delays arise upstream. ([project44.com](https://www.project44.com/supply-chain-insights/the-red-sea-crisis-ceasefire-collapse-leaves-red-sea-in-tumultuous-state/?utm_source=openai))
- project44’s 2024–26 analysis indicates that shippers have **adjusted ordering practices** (earlier bookings, larger safety stocks) to compensate for the additional time on water; major stock‑outs have been limited so far, but at the cost of **higher inventory and logistics spending**. ([project44.com](https://www.project44.com/supply-chain-insights/the-red-sea-crisis-ceasefire-collapse-leaves-red-sea-in-tumultuous-state/?utm_source=openai))
- Red Sea diversions **cascade into global port congestion and equipment imbalances**:
- Longer voyages tie up boxes and vessels, making **empty containers scarcer in some Southeast Asian origins**, which can trigger **equipment imbalance surcharges** or priority fees. ([reddit.com](https://www.reddit.com/r/freightforwarding/comments/1li8ev8?utm_source=openai))
**Cargo diversions and routing changes**
- A 2026 Red Sea crisis briefing describes a spectrum of mitigation strategies:
- **Rerouting via Cape of Good Hope** (dominant for mainline Asia–Europe services)
- **Partial re‑routing via US East Coast or West Coast** for Asia–Europe cargo that can be **cross‑docked or intermodal‑moved across North America** (limited use, higher complexity).
- **Modal shift to air freight** for high‑value, time‑sensitive goods despite significantly higher per‑kg costs. ([suaidglobal.com](https://suaidglobal.com/de/insights/red-sea-shipping-crisis-2026/?utm_source=openai))
- From a Southeast Asia perspective, some shippers have:
- Redirected **Europe‑bound cargo onto services via Mediterranean transshipment hubs less exposed to Red Sea risk**, where available.
- Evaluated alternative rail/landbridge or **Central/Eastern Europe routings**, though capacity and cost constraints limit large‑scale diversion. ([intelligence.crisil.com](https://intelligence.crisil.com/content/dam/crisil/our-analysis/reports/Research/documents/2024/02/sectoral-impact-of-red-sea-trade-disruptions/sectoral-impact-of-red-sea-trade-disruptions.pdf?utm_source=openai))
**Problem framing for 2026**
For Southeast Asia exporters and logistics providers (including those using **Johor / Pasir Gudang**):
- The 2026 Red Sea/Suez disruption is **no longer a short‑term shock**; it is an **enduring structural constraint** on Asia–Europe and Asia–USEC capacity and timing.
- It combines three pressures:
1. **Time**: +10–14 days transit, with knock‑on schedule unreliability.
2. **Cost**: base freight +25–40%, plus **100–250% surcharges** on some lanes and **0.5–1.0% of cargo value** war‑risk premiums.
3. **Capital & risk**: higher inventory in transit, elevated working capital, and exposure to sudden surcharges or capacity withdrawals. ([ports.marinelink.com](https://ports.marinelink.com/ports/port/richland/news/red-sea-transit-diversions-continue-impacting-global-schedules-and-costs?utm_source=openai))
- Regional forwarders and shippers need to treat **elevated 2026 freight and longer lead times as the base case**, optimising booking windows, contract structures, and inventory policies around that reality rather than expecting a near‑term reversion to pre‑2023 norms.
Sources:
• Johor Port handles up to 1,800 trucks daily in 2025 | The Star
https://www.thestar.com.my/business/business-news/2026/01/27/johor-port-handles-up-to-1800-trucks-daily-in-2025?utm_source=openai
• MMC PORTS RECORDS 20 MILLION TEUs IN 2025, MARKING A MAJOR INDUSTRY MILESTONE - MMC Port
https://www.mmcports.com.my/mmc-ports-records-20-million-teus-in-2025-marking-a-major-industry-milestone/?utm_source=openai
• FOR IMMEDIATE RELEASE
https://www.johorport.com.my/CMSPages/GetFile.aspx?guid=ffadecf3-92ec-4a1d-9efe-092f33bc0d9b&utm_source=openai
• PASIR GUDANG
https://www.lpj.gov.my/media/attachments/2025/10/16/port-performance-yoy.pdf?utm_source=openai
• CNC | CNC Malaysia | News
https://www.cnc-line.com/local/malaysia/news/60/malaysia-adjustment-of-pasir-gudang-port-terminal-handling-charge-thc-?utm_source=openai
• Johor Port handles up to 1,800 trucks daily in 2025 | The Star
https://www.thestar.com.my/business/business-news/2026/01/27/johor-port-handles-up-to-1800-trucks-daily-in-2025?utm_source=openai
• MMC PORTS RECORDS 20 MILLION TEUs IN 2025, MARKING A MAJOR INDUSTRY MILESTONE - MMC Port
https://www.mmcports.com.my/mmc-ports-records-20-million-teus-in-2025-marking-a-major-industry-milestone/?utm_source=openai
• FOR IMMEDIATE RELEASE
https://www.johorport.com.my/CMSPages/GetFile.aspx?guid=ffadecf3-92ec-4a1d-9efe-092f33bc0d9b&utm_source=openai
• CMA CGM | Intermodal
https://www.cma-cgm.com/local/malaysia/intermodal?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
• Container freight rates rise sharply at the start of 2026 - TrasportoEuropa
https://www.trasportoeuropa.it/english/sea/container-freight-rates-rise-sharply-at-the-start-of-2026/?utm_source=openai
• Freightos Weekly Update - January 13, 2026 | Excerpts: “Asia-US West Coast prices (FBX01 Weekly) increased 5% to $2,757/FEU.” | “Asia-US East Coast prices (FBX03 Weekly) increased 7% to $4,033/FEU.” | https://www.reddit.com/r/zim/comments/1qby5r8/freightos_weekly_update_january_13_2026_excerpts/?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
• 2026 Freight Market Outlook: Container Rates, Capacity, and Strategy - Import Intelligence | Cubic
https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai
• Red Sea Transit Diversions Continue Impacting Global Schedules and Costs - Ports Directory
https://ports.marinelink.com/ports/port/richland/news/red-sea-transit-diversions-continue-impacting-global-schedules-and-costs?utm_source=openai
• TPM26: War a problem for container shipping, but not ‘pandemic-scale’: analyst | S&P Global
https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-impacts-container-shipping?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
• Container freight rates rise sharply at the start of 2026 - TrasportoEuropa
https://www.trasportoeuropa.it/english/sea/container-freight-rates-rise-sharply-at-the-start-of-2026/?utm_source=openai
• CNC | CNC Malaysia | News
https://www.cnc-line.com/local/malaysia/news/60/malaysia-adjustment-of-pasir-gudang-port-terminal-handling-charge-thc-?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
• 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
• Container freight rates rise sharply at the start of 2026 - TrasportoEuropa
https://www.trasportoeuropa.it/english/sea/container-freight-rates-rise-sharply-at-the-start-of-2026/?utm_source=openai
• CNC | CNC Malaysia | News
https://www.cnc-line.com/local/malaysia/news/60/malaysia-adjustment-of-pasir-gudang-port-terminal-handling-charge-thc-?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
• 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