## Company Profile DAFARRA & SEVES S.R.L. — Genoa-based freight forwarder (website: http://www.dafarra.it). Contact: Bianchetti Gerolamo (marketing / sales, Genoa). Operates in container and breakbulk forwarding out of the Western Ligurian gateway serving Northern Italy hinterland. Likely SME forwarder handling import/export bookings, feeder/mainline connections, and time-sensitive agri-food shipments (reefer/packaged food, wine, olive oil), given Genoa location and typical local trade flows. ## Pain Points 1) Feeder/mainline reliability and blank-sailing disruption: Mediterranean feeder schedule unreliability, longer gateway wait times and rolling of containers raise risk of missed connections and spoilage for time-sensitive cargos (fresh produce, reefers). 2) Margin pressure from volatile Asia–Med rates and higher supply-chain/compliance costs: exporters are moving to contractual programs and premium SKUs, making ad-hoc spot export sales harder and increasing demand for buyer introductions and stabilized logistics. 3) Carrier call rationalisation / hub concentration risk: as carriers concentrate calls on a smaller set of hubs, Genoa-facing shippers risk reduced service diversity and inland connectivity — forwarders must provide multi-hub routing and alternative market access to keep customers' shipments moving. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – PORT OF GENOA 2026: THROUGHPUT, CONGESTION, INVESTMENTS, MED TRANS-SHIPMENT CONTEXT === **Throughput & Growth** - The Western Ligurian Sea Port System (Genoa–Pra’, Savona–Vado) handled **2,999,486 TEU in 2025**, a **+6.3% y/y** record, effectively “3m TEU”.([informare.it](https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai)) - **Gateway (import–export) traffic:** 2,451,695 TEU, **+2.0% y/y**, of which **1,919,700 full TEU**, **+4.8% y/y**.([informare.it](https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai)) - **Transshipment:** 547,790 TEU, **+31.5% y/y**, highlighting Genoa’s growing, though still secondary, role in Med transshipment relative to its gateway core.([informare.it](https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai)) - Other reporting frames the same 2025 result as “record 3 million TEU,” underlining Genoa’s position as **Italy’s largest port system in container terms**.([indiaseatradenews.com](https://indiaseatradenews.com/genoa-port-record-3m-teu-container-volume-in-2025/?utm_source=openai)) **Modal & Cargo Mix Signals** - Total cargo across the system was **~64.5 million tonnes in 2024**, with containerized cargo the main growth driver; 2025 container growth of **+6.3%** outpaced Italy’s average port container growth (~+2.6% in 2025).([adriaports.com](https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai)) - 2025 also saw positive trends in: - **Steel/metal products:** **+1.3% y/y**, driven by Genoa. - **Forest products:** **+30% y/y** in 2025, pointing to rising breakbulk/packaging flows.([informare.it](https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai)) **Congestion & Operational Conditions** - Genoa itself is not cited as a chronic 2025–early‑2026 bottleneck, but **Mediterranean container terminals generally reached near full capacity** during 2025 peaks, with **extended vessel waiting times and cargo delays** from Spain to Greece. This was driven by: - Import surges from Asia, - Strong transshipment flows to Africa/Northern Europe, - Increased feeder activity.([ean-network.com](https://ean-network.com/congestion-at-mediterranean-ports-grows-as-peak-container-volumes-hit/?utm_source=openai)) - A trading‑oriented Genoa brief notes that **feeder delays and dwell‑time spikes in the Barcelona–Valencia–Marseille–Genoa coastal range beyond ~5–6 days** are watched as early indicators of strain in Med networks (and spill‑over to Gioia Tauro).([content.ballastmarkets.com](https://content.ballastmarkets.com/ports/gioia-tauro/?utm_source=openai)) - An April 2026 container market update for Italy flags **ongoing port congestion and feeder schedule unreliability**, in line with wider European issues, rather than Genoa‑specific structural gridlock.([sogeseitalia.it](https://www.sogeseitalia.it/wp-content/uploads/2026/04/Sogese_Market_Update_April_2026_EN-1.pdf?utm_source=openai)) **Investment & Infrastructure** - The Western Ligurian Port Authority continues to execute a **multi‑year investment plan** (launched earlier, still in progress) focused on: - **New quay and yard capacity** and automation at main container terminals, - **Nautical access improvements** (dredging, breakwaters) to handle larger vessels, - **Rail connectivity enhancements** to Northern Italy and Central Europe.([portsofgenoa.com](https://www.portsofgenoa.com/documenti/pubblicazioni/Breakbulk_Europe_2023.pdf?utm_source=openai)) - This capex strategy is explicitly positioned to: - Consolidate Genoa as a **gateway for North Italy/Switzerland/Southern Germany** (shortest Suez–Alpine route), - Compete with **Northern Range and other Med hubs** by improving reliability and inland transit times.([content.ballastmarkets.com](https://content.ballastmarkets.com/ports/genoa/?utm_source=openai)) **Role in Mediterranean Port/Transshipment Reconfiguration** - A 2026 AIS‑based study on Med container reconfiguration under geopolitical shocks (including Suez/Red Sea rerouting) finds:([link.springer.com](https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai)) - Major **pure transshipment hubs** (Tanger Med, Algeciras, Valencia) saw only modest deployed capacity declines (~**3–6%**), maintaining their hub roles. - **Gateway ports such as Marseille and Genoa appear more vulnerable** to carriers’ rationalisation of port calls; lines increasingly concentrate calls on a restricted set of large hubs, which can: - Reduce Genoa’s service diversity, - Pressure its hinterland connectivity if calls are consolidated elsewhere. - Italy simultaneously has a **pure transshipment champion in Gioia Tauro** (3.9+ million TEU in 2024, **+11.9% y/y**, ~**95%** transshipment), which anchors Italy’s share of Med hub traffic but competes with Genoa for mainline calls and feeder patterns.([content.ballastmarkets.com](https://content.ballastmarkets.com/ports/gioia-tauro/?utm_source=openai)) **Takeaways for 2026** - Entering 2026, Genoa’s container business is: - At an **all‑time volume high** with **gateway‑led growth** and a rapidly expanding transshipment slice (+31.5% in 2025). - Exposed to **carrier call rationalisation** and **Med network congestion**, but supported by **significant capacity/infrastructure investments** aimed at strengthening its role as a North Italy / Alpine gateway within a more hub‑and‑spoke‑centric Mediterranean system. **Sources (Market Events):** ([informare.it](https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai)) === 2. [COMMODITY TRENDS] – ITALY FRESH PRODUCE & RELATED AGRI‑FOOD EXPORTS (FRUIT, VEGETABLES, OLIVE OIL, WINE), DEMAND & MARKETS AROUND 2026 === Note: Very few 2026‑dated export statistics are finalized yet; most concrete volumes/prices are for 2024–2025. Below focuses on the latest quantified data plus 2026 outlook signals. **Fresh Fruit & Vegetables – Export Performance & Markets** - IFPA’s December 2025 Italy marketplace review: - Domestic **fresh fruit & vegetable retail sales** reached **USD 340 million in December 2025 alone**, highlighting the scale of the internal market that underpins export supply.([freshproduce.com](https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.pdf?utm_source=openai)) - EU and UN‑Comtrade‑based assessments (2024–2025, summarized in recent agri‑trade briefs) indicate: - Italy is typically among the **top 5 EU exporters** of fresh fruit and vegetables by value. - Key export products: **apples, kiwifruit, grapes, citrus, tomatoes, lettuce, brassicas**, plus processed tomato products. - Main markets: other **EU partners (Germany, France, Austria, Eastern Europe)** plus the **UK**, with growing shipments to the **Middle East and North America** via reefer/container services.([freshproduce.com](https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.pdf?utm_source=openai)) - 2026 demand signals in specialist produce and freight notes: - Retail and foodservice buyers in **Germany and Northern Europe** remain price‑sensitive but have continued demand for Italian branded and PDO/PGI produce, favoring reliable year‑round programs over spot buying. - **Med gateway performance (Genoa, Gioia Tauro, Adriatic ports)** and reefer equipment availability are cited as critical for maintaining competitive transit times versus Spain/Greece.([adriaports.com](https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai)) **Olive Oil – Export & Import Balance, Key Destinations** - Italy remains a **paradoxical olive‑oil trade player**: a major exporter of branded/value‑added oils while structurally short in raw material: - For the **2024/25 campaign**, national olive oil production is estimated around **224,000 tonnes**; this covers **less than 50% of domestic demand**, leaving Italy as **the world’s largest importer of extra‑virgin olive oil** by volume.([es.wikipedia.org](https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai)) - 2026‑dated sector commentary notes: - The **global olive and olive‑oil market** value reached **USD ~22.8 billion in 2026**, with Italy one of the key **exporters of branded and premium extra‑virgin**, despite its raw‑material deficit.([es.wikipedia.org](https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai)) - **Primary export markets** for Italian olive oil: - **United States and Germany together absorb “almost half” of Italian olive‑oil export value**, driven by strong perceptions of Italian quality and origin.([es.wikipedia.org](https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai)) - Structural high costs and low domestic yields push Italian packers to: - Import bulk oil (notably from Spain, Greece, Tunisia), - Re‑export as blended, Italian‑branded product, often at a significant value uplift. **Wine – Export Demand & Market Mix** - While no 2026‑final statistics are yet official, ongoing trade reports (OIV/Italian trade press up to late‑2025) show: - Italy vying with France and Spain for **top global wine exporter** by volume and value, with exports in the **EUR 7–8 billion/year** range in 2023–2024. - **Key export markets**: - **United States** (largest by value), - **Germany, UK, Switzerland**, and rising demand in **Canada and East Asia**. - 2025–2026 commentary highlights: - Some **softening in low‑end volume** due to inflation and inventory overhangs abroad, - Continued resilience in **premium DOC/DOCG and sparkling (Prosecco)** segments; buyers are more selective but still pay for strong brands and origin. - Logistics‑wise, stable reefer/container capacity via **Northern Italian ports (Genoa, Trieste) and Northern Range** remains essential to sustaining time‑sensitive shipments.([adriaports.com](https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai)) **Price & Margin Dynamics (Cross‑Commodity)** - A cross‑market container update (April 2026) notes for Italy: - **Modest GDP growth forecast for 2026** and continued consumer down‑trading in Europe, - **Higher supply‑chain and compliance costs** (energy, packaging, ESG reporting, and shipping) are squeezing exporter margins for fresh produce, olive oil and wine. - Exporters are responding with: - **More contractualized programs** with EU retailers and global importers, - Seeking **mix upgrades** (premium SKUs, origin‑certified lines) to maintain unit values.([sogeseitalia.it](https://www.sogeseitalia.it/wp-content/uploads/2026/04/Sogese_Market_Update_April_2026_EN-1.pdf?utm_source=openai)) **Regulatory & Policy Notes Relevant to 2026 TRADE** - At EU level, 2025–2026 sees continued roll‑out of: - **CBAM and Green Deal‑linked requirements**, influencing packaging, carbon footprints and potentially favoring nearer EU markets vs distant ones for low‑margin items. - Discussions on **labelling/origin tightening for blended olive oils**, which could affect Italy’s model of importing bulk and re‑exporting branded product if rules become stricter. (Inference based on EU policy trajectory; recent commentary links this directly to Italian operators’ lobbying activities.) - These regulatory shifts may: - Strengthen Italy’s positioning in **higher‑value, origin‑protected segments** (PDO olive oils, DOC/DOCG wines, GI‑protected produce), - Pressure commoditised, price‑sensitive flows where additional compliance cost cannot be fully passed through.([es.wikipedia.org](https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai)) **Sources (Commodity Trends):** ([freshproduce.com](https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.pdf?utm_source=openai)) (Plus background from OIV/EU trade statistics and sector press not individually cited here.) === 3. [DEMAND SIGNALS] – ASIA–EUROPE CONTAINER FREIGHT RATES, Q1–Q2 2026; MED FEEDER SERVICES, BLANK SAILINGS & CAPACITY === **Asia–Europe Mainlane Spot Rates (Q1 2026)** - S&P Global “Containers Quarterly” (Jan 2026) reports:([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)) - **North Asia → North Europe & UK (PCR1 & PCR11):** - Assessed at **USD 2,700/FEU on Jan 9, 2026**, up from late‑Dec 2025 levels as GRIs filtered through and pre‑Lunar New Year demand kicked in. - **North Asia → Mediterranean (PCR3):** - At **USD 4,200/FEU** in early January 2026, down about **USD 200** from a prior overshoot but still carrying a **substantial premium over North Europe**. - The same analysis characterizes Q1 2026 as: - Entering on a **“firm seasonal footing”**, with: - **Pre‑CNY cargo pulled forward**, - **Carriers maintaining blank sailings**, which tightened effective supply and supported elevated spot rates into early January.([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)) **Q2 2026 Outlook & Volatility** - S&P Global’s broader 2026 ocean‑freight outlook frames two scenarios:([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)) 1. **Suez / Red Sea routing normalisation:** - Would release capacity, likely pushing Asia–Europe spot rates closer to **pre‑disruption levels** (indicatively **USD 1,500–2,000/FEU** range for North Asia–North Europe, with Med still at a premium but narrowing). 2. **Prolonged disruption & risk premiums:** - Keeps services routed via **Cape of Good Hope**, lengthening round voyages and tying up capacity, delaying any major rate correction in Q2 2026. - As of the latest analysis window (Feb–Apr 2026), the balance of commentary expects: - **“Softer rates ahead, but volatility isn’t going anywhere”** – i.e., rates likely to trend lower from early‑Jan peaks through Q2, but with: - Periodic GRIs, - Equipment and congestion‑driven spikes, - Elevated spreads between contract and spot for certain Med and UK trades.([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)) **Mediterranean & Feeder Services – Capacity, Blank Sailings, Network Shifts** - The Red Sea/Suez disruption has led to: - **Rerouting of Asia–Med and Asia–North Europe loops via the Cape of Good Hope**, increasing round‑trip times and reducing effective capacity even when nominal ship supply is ample.([link.springer.com](https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai)) - In this environment, carriers have: - **Concentrated mainline calls on a smaller set of Med hubs** (e.g., Tanger Med, Algeciras, Valencia, Gioia Tauro, Piraeus, Port Said), which saw only **~3–6% reductions** in deployed TEU capacity despite the shocks.([link.springer.com](https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai)) - **Rationalised calls at secondary gateways** such as **Marseille and Genoa**, making them more vulnerable to service cuts and frequency reductions.([link.springer.com](https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai)) **Blank Sailings & Feeder Reliability in the Med** - S&P’s Q1 2026 commentary and April 2026 Italian container update show:([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)) - **Deliberate blank sailings on Asia–Europe mainlines** remained common into early 2026 to: - Support rate levels, - Match capacity to softer post‑CNY demand. - In Italy and the Central Med: - **Feeder schedule reliability has deteriorated**, with **port congestion and missed mainline connections** cited as key issues. - The combination of: - Longer Asia–Med voyages via the Cape, - Tighter mainline port call windows, and - High yard utilisation at key hubs is leading to **rolling of containers and extended dwell times** for some North Italy and Adriatic destinations. - Trading‑oriented analytics on Gioia Tauro and Genoa indicate:([content.ballastmarkets.com](https://content.ballastmarkets.com/ports/gioia-tauro/?utm_source=openai)) - **Gioia Tauro** (3.9+ m TEU in 2024, +11.9% y/y, ~95% transshipment) has become a key **shock absorber** for Asia–Europe flows; its throughput is tightly correlated with global trade and Suez route choices. - Market watchers monitor **coastal congestion indicators** (combined dwell for Barcelona–Valencia–Marseille–Genoa above **5–6 days**) as signals of stress in Med feeder networks and possible upstream impact on hub operations like Gioia Tauro. **Implications for Demand Signals (Q1–Q2 2026)** - **Freight‑rate signal:** - Elevated Q1 2026 Asia–Med rates (**~USD 4,200/FEU vs ~2,700/FEU to North Europe**) plus persistent volatility suggest: - Stronger willingness to pay for Med access (especially for time‑sensitive and high‑value cargo, including agri‑food), - Continued risk premiums tied to routing and schedule reliability.([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)) - **Capacity signal:** - Despite a global nominal capacity surplus, **effective capacity on Asia–Med and Asia–North Europe remains constrained** by: - Longer voyages via the Cape, - Blank sailings, - Bottlenecks at Med hubs and along feeder chains.([link.springer.com](https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai)) - **Regional trade signal (for Italy/Mediterranean):** - Ports like Genoa, Trieste, Gioia Tauro and Adriatic gateways operate within an environment where: - **Short Sea Shipping in the Med is strategic**, with Italy holding about **40% Med/EU short‑sea container market share**, - Network changes, not just end‑market demand, drive actual liftings and schedule patterns.([adriaports.com](https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai)) **Sources (Demand Signals):** ([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)) If you’d like, I can next convert these findings into scenario implications (e.g., base/bull/bear freight and logistics cases for Italian agri‑food exporters in 2026). Sources: • In 2025, container traffic in the ports of Genoa and Savona-Vado Ligure reached an all-time record of almost three million TEUs https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai • In 2025, container traffic in the ports of Genoa and Savona-Vado Ligure reached an all-time record of almost three million TEUs https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai • In 2025, container traffic in the ports of Genoa and Savona-Vado Ligure reached an all-time record of almost three million TEUs https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai • Genoa port Record 3m TEU Container Volume in 2025 - India Seatrade News https://indiaseatradenews.com/genoa-port-record-3m-teu-container-volume-in-2025/?utm_source=openai • Italian ports grow in 2025 - AdriaPorts https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai • In 2025, container traffic in the ports of Genoa and Savona-Vado Ligure reached an all-time record of almost three million TEUs https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai • Congestion at Mediterranean Ports Grows as Peak Container Volumes Hit - EAN Networks https://ean-network.com/congestion-at-mediterranean-ports-grows-as-peak-container-volumes-hit/?utm_source=openai • Port of Gioia Tauro: Mediterranean Transshipment Hub Trad... https://content.ballastmarkets.com/ports/gioia-tauro/?utm_source=openai • | Container Market Update · April 2026 https://www.sogeseitalia.it/wp-content/uploads/2026/04/Sogese_Market_Update_April_2026_EN-1.pdf?utm_source=openai • Your Global Italian https://www.portsofgenoa.com/documenti/pubblicazioni/Breakbulk_Europe_2023.pdf?utm_source=openai • Port of Genoa Trade Signals & Mediterranean Gateway Guide https://content.ballastmarkets.com/ports/genoa/?utm_source=openai • Mediterranean container port reconfiguration under geopolitical disruption: an AIS-based multi-scale analysis | Maritime Economics & Logistics | Springer Nature Link https://link.springer.com/article/10.1057/s41278-026-00356-5?utm_source=openai • Port of Gioia Tauro: Mediterranean Transshipment Hub Trad... https://content.ballastmarkets.com/ports/gioia-tauro/?utm_source=openai • In 2025, container traffic in the ports of Genoa and Savona-Vado Ligure reached an all-time record of almost three million TEUs https://www.informare.it/news/gennews/2026/20260155-porti-Genova-Savona-Vado-traffico-Y-2025uk.asp?utm_source=openai • IFPA’s Global Produce Performance Series https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.pdf?utm_source=openai • IFPA’s Global Produce Performance Series https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.pdf?utm_source=openai • Olivicultura de Italia https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai • Olivicultura de Italia https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai • Olivicultura de Italia https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai • Italian ports grow in 2025 - AdriaPorts https://www.adriaports.com/en/shipping-en/italian-ports-grow-in-2025/?utm_source=openai • | Container Market Update · April 2026 https://www.sogeseitalia.it/wp-content/uploads/2026/04/Sogese_Market_Update_April_2026_EN-1.pdf?utm_source=openai • Olivicultura de Italia https://es.wikipedia.org/wiki/Olivicultura_de_Italia?utm_source=openai • IFPA’s Global Produce Performance Series https://www.freshproduce.com/siteassets/files/commodities/international-pos/v26.2/italy_produce_sales_ifpa_december_2025.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)