## Company Profile CONCEPT ETUDE REALISATION LOGISTIQUE SAS (CERL) — freight forwarder based in France. Contact: Alain Hopchet, Commercial (a.hopchet@cerl.fr). Public team page: https://www.cerl.fr/cerl/nos-equipes/. Appears to operate as a full-service freight forwarder/3PL handling international shipments, customs formalities and commercial forwarding for French exporters (agri-food likely among client verticals given France’s export mix). Scale not publicly listed in the lead data; profile suggests a regional French forwarder servicing port and air export flows. ## Pain Points 1) Regulatory/compliance risk from EU customs digitalization (ICS2 v3 rollout, CBAM increase in reporting): clients risk ‘Do Not Load’ or origin holds if ENS data or HS classifications are incomplete; forwarder must invest in IT and master‑data to avoid delays. 2) Volatile freight capacity and schedule reliability (~50% global container reliability, feeder volatility on Med–West Africa loops) creates higher buffer times and demurrage risk for customers shipping to North & West Africa — price‑sensitive buyers punish late deliveries. 3) Market/tender pressure on core agricultural exports (soft wheat, barley, rapeseed): weaker 2024 harvest, record 2025/26 global crops and tighter price competition from Black Sea origins mean exporters must optimize freight+basis and find verified buyers quickly to win tenders or stable contracts. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. COMMODITY TRENDS – FRENCH GRAIN & OILSEED EXPORTS (FOCUS 2025/26 INTO 2026) === • Production backdrop - France remains the EU’s largest cereals producer; 2023 cereal output (all wheat, barley, maize etc.) places France clearly ahead of other EU states. Soft wheat output is around 35 Mt in a “normal” year, giving France structural exportable surpluses.([agreste.agriculture.gouv.fr](https://agreste.agriculture.gouv.fr/agreste-web/download/publication/publie/MemSta2024-en/Handbook2024.pdf?utm_source=openai)) - However, the 2024 harvest was exceptionally poor: soft wheat 25.5 Mt and barley 9.8 Mt vs long‑term averages of 34.6 Mt and 11.8 Mt, the worst soft wheat harvest in ~40 years.([haropaport.com](https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai)) This constrains export availability in 2024/25 and shapes price competitiveness into 2025/26. • Export performance & outlook via French ports (Rouen / HAROPA) - Rouen handled 8.7 Mt of grain exports in 2023/24; the first half of 2024/25 was weaker due to the poor crop, but the second half has been more dynamic thanks to tight global supply and competitive French prices.([haropaport.com](https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai)) - Destination mix from Rouen (2024/25 campaign to date) includes: – North Africa: 2.26 Mt – West Africa: 0.53 Mt – EU‑27: 3.17 Mt – Rest of world (incl. Middle East): balance of ~2.7 Mt.([haropaport.com](https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai)) These data confirm that North Africa remains the primary outlet for French soft wheat, with a non‑negligible and growing West African share. • Soft wheat – demand trends in North & West Africa (2025–26 trajectory) - According to FranceAgriMer and trade press, French soft‑wheat exports to non‑EU destinations in 2024/25 are projected around 3.4 Mt, 67% lower than 2023/24 (largely because of the 2024 harvest losses and strong competition from Black Sea origins).([terre-net.fr](https://www.terre-net.fr/exportations-de-cereales/article/878541/des-exports-de-cereales-francaises-toujours-a-la-peine?utm_source=openai)) - The World Bank April 2026 Commodity Markets Outlook expects record global grain production in 2025/26; wheat prices are forecast to remain subdued in real terms despite weather risks, implying France will compete on basis and freight rather than outright price spikes.([thedocs.worldbank.org](https://thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai)) - For North Africa (Algeria, Morocco, Tunisia, Egypt): – Dependence on imported milling wheat remains structurally high due to water constraints and domestic yield volatility. – Algeria continues to diversify suppliers (Russia, Romania), but French wheat still commands a quality premium in tender segments (12–12.5% protein, low bug damage). – With larger expected EU and Black Sea crops in 2025/26, North African tenders are likely to be price‑sensitive; French competitiveness will depend on crop 2025 quality and FOB Rouen spreads vs 12.5% Russian FOB. - For coastal West Africa (Senegal, Côte d’Ivoire, Ghana, etc.): – Demand is more for bread flour/blends, instant noodles, and industrial bakeries; consumption growth remains positive (urban population + income growth). – French wheat’s share is opportunistic and hinges on relative spreads vs Russian and Ukrainian wheat and on freight into Dakar/Abidjan/Lomé. – Rouen’s 0.53 Mt to West Africa in 2024/25 points to the region as a meaningful but secondary outlet, with upside if logistics on Black Sea routes remain disrupted.([haropaport.com](https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai)) • Barley – exports and demand - The poor 2024 French barley crop (9.8 Mt vs average 11.8 Mt) limits export volumes in 2024/25, but FranceAgriMer has actually revised barley exports to non‑EU destinations slightly up (+100,000 t) on signs of improving demand later in the campaign.([terre-net.fr](https://www.terre-net.fr/exportations-de-cereales/article/878541/des-exports-de-cereales-francaises-toujours-a-la-peine?utm_source=openai)) - Key outlets historically: Saudi Arabia, China (feed and malting), and some North African buyers; West Africa plays a minor role for barley vs soft wheat. - With record global grains harvests expected in 2025/26, barley prices should remain relatively contained, but French export flows will depend on: – 2025 harvest quality split between feed vs malting; – Chinese demand for malting barley and any residual import policy constraints; – Competition from Australian and Black Sea barley.([thedocs.worldbank.org](https://www.thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai)) • Rapeseed – EU & French outlook and implications for exports - EU rapeseed production in MY 2025/26 is estimated around 20.5 Mt, up ~20% year‑on‑year, and projected to remain near 20.4 Mt in 2026/27. The rebound is led by France, Germany, Poland and Romania.([commodity-board.com](https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai)) - A recent EU rapeseed market analysis notes that EU and global rapeseed supply are swinging back into surplus for 2025/26, putting “softer price pressure” on rapeseed vs the previous tight year and improving crush margins for biodiesel producers.([commodity-board.com](https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai)) - Implications for France: – Higher French rapeseed output boosts seed availability for domestic crushers and exports via ports like Rouen; HAROPA reported a 74% rise in oilseed exports in the current campaign (0.29 Mt, largely rapeseed).([haropaport.com](https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai)) – With EU crushing capacity still exceeding domestic seed supply, imports (Ukraine, Canada, Australia) remain around 5.8 Mt, but France’s larger crop tightens local basis and may reduce some import needs into French plants.([commodity-board.com](https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai)) – Rapeseed oil and meal availability increases, competing directly with soybean meal in feed rations across North & West Africa. This could open more scope for French rapeseed meal exports to nearby Mediterranean markets if freight is competitive.([commodity-board.com](https://commodity-board.com/eu-rapeseed-rebound-sets-stage-for-softer-prices-and-stronger-crushing-margins/?utm_source=openai)) • Price level and competitiveness into 2026 - The World Bank April 2026 outlook expects real grain prices (including wheat and barley) to ease modestly vs the 2022–23 peaks, driven by record production, though upside risks remain from weather and geopolitics.([thedocs.worldbank.org](https://thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai)) - Rapeseed prices in Europe are currently anchored around €500/t with a broadly balanced market (record‑high EU output offset by steady import flows and firm biodiesel demand).([commodity-board.com](https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai)) - For French exporters in 2026 this likely means: – Margin opportunities will be driven by basis management (Rouen FOB vs Matif) and freight optimization to North/West Africa rather than outright price spikes. – Soft wheat and barley flows into North/West Africa will track tender dynamics and freight spreads vs Black Sea origins; rapeseed and by‑products will hinge on EU biodiesel policy and feed demand. === 2. MARKET EVENTS – EUROPEAN FREIGHT RATES & CAPACITY 2026 (CONTAINER & AIR, WITH RELEVANCE TO FRANCE–MED/WEST AFRICA) === • Container shipping – global and Europe–Med context - A container shipping outlook published in early May 2026 notes that 2025 global schedule reliability averaged ~51% (Sea‑Intelligence data), still far below pre‑pandemic norms but improved vs the 2021–22 lows. The report projects continued volatility in 2026 as capacity growth outstrips demand on several trades and carriers selectively blank sailings to support rates.([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - The same outlook highlights: – Spot rate volatility driven by Red Sea diversions, port congestion “hot spots,” and geopolitical risk. – Ongoing deployment of new large vessels on Asia–Europe, with some cascading of capacity into secondary trades such as Med–West Africa.([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) • Mediterranean freight rates (illustrative FAK levels May 2026) - CMA CGM’s May 15–31, 2026 FAK (Freight All Kinds) rates from main Asia origins to Mediterranean ports are: – West Mediterranean: USD 3,300/TEU and USD 4,600/FEU – Adriatic: USD 3,400/TEU and USD 4,700/FEU – East Mediterranean & Black Sea: USD 3,500/TEU and USD 4,800/FEU.([container-mag.com](https://container-mag.com/update/cma-cgm-lifts-asiamediterranean-freight-all-kinds-rates-from-15-may?utm_source=openai)) - While these are Asia–Med benchmarks rather than France–West Africa spot quotes, they indicate that Med‑bound rates remain elevated vs pre‑2020 but below the extreme peaks of 2021–22; this environment shapes carrier yield expectations across all Med‑linked corridors. • Med / Europe – West Africa container trades (implications for French exporters) - Industry commentary in 2026 container outlooks suggests that: – West Africa loops (e.g., from North Europe/Med to Dakar, Abidjan, Tema, Lagos) are experiencing more balanced supply–demand than Asia–Europe but are affected by the same fleet redeployments and Red Sea diversions, creating indirect volatility in transit times and feeder connectivity.([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) – Schedule reliability on secondary trades often tracks, but slightly underperforms, the global average; with 2025 global reliability at ~51%, many Europe–West Africa loops are likely in the mid‑40s to low‑50s percent range of on‑time arrivals (inferred from Sea‑Intelligence trend data).([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - For French grain exporters using bulk rather than containers, these container dynamics are still relevant for bagged flour, packaged food, and high‑value agri‑food exports (dairy, beverages) moving in reefer or dry boxes. • Air freight – global & Europe–Africa performance into 2026 - IATA’s Air Cargo Market Analysis for February 2026 reports: – Global cargo tonne‑kilometres (CTKs) up 4.3% year‑on‑year; international CTKs up 5.5%. – Africa posts the fastest regional growth at 17.3% year‑on‑year, outpacing all other regions.([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai)) – Capacity (ACTKs) grew ~4.5% YoY, with overall industry load factors around 47.1%, indicating a relatively balanced market.([craneww.com](https://www.craneww.com/site/assets/files/4402/marketupdate_air_february_2026.pdf?utm_source=openai)) - This points to strong demand growth on Africa‑linked lanes; for French exporters of time‑sensitive foodstuffs (fresh produce, specialty ingredients, chilled products), capacity into North and West Africa is expanding but competition for space may remain intense during peaks. • Rate and yield trends in air cargo - A February 2026 air market update notes: – Jet fuel prices down 3.1% YoY in 2025, the ninth consecutive annual drop; the Brent–jet crack narrowed to ~USD 23.9. – Despite lower fuel, cargo yields fell 2.6% YoY, the eighth straight monthly decline, though month‑on‑month rates were relatively stable (‑0.4%).([craneww.com](https://www.craneww.com/site/assets/files/4402/marketupdate_air_february_2026.pdf?utm_source=openai)) - Interpretation for 2026: – Airlines have added capacity faster than demand in some corridors, putting mild downward pressure on yields. – For France–North/West Africa, exporters may benefit from more competitive airfreight rates versus 2021–22, but still above pre‑COVID baselines. • Schedule reliability & operational risk (sea and air) - The 2026 container outlook underlines that: – Carriers are using blank sailings and slow steaming as structural tools, which can reduce effective capacity and affect schedule reliability, especially for exports from secondary ports or on feeder legs (relevant for French regional ports outside Le Havre/Marseille).([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) – Chronic reliability around 50% globally means shippers must plan for higher buffer times and safety stocks. - For air cargo, IATA highlights divergence by region: capacity growth and demand are concentrated in particular lanes (Asia and Africa), suggesting variable load factors and rate behaviour by origin–destination pair.([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai)) • Net impact on French exporters to Mediterranean & West Africa (2026) - Container: – Higher but more volatile baseline rate environment vs pre‑2020; – ~50% schedule reliability requires more conservative lead‑time planning; – Potentially improved vessel frequency and capacity on some Med/West Africa routes due to cascaded tonnage.([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - Air: – Strong Africa demand growth (+17.3% CTKs) with moderate yield pressure could create tactical windows of affordable uplift for high‑value or urgent agri‑food shipments from France into North/West African hubs.([iata.org](https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai)) === 3. PROBLEM FRAMING – EU CUSTOMS DIGITALIZATION, ICS2, CBAM & E‑COMMERCE CONTROLS (IMPACTS ON FRENCH LOGISTICS & EXPORTERS, 2026) === • ICS2 – current status and 2026 milestones - ICS2 (Import Control System 2) is the EU’s upgraded pre‑arrival security and safety system, requiring detailed Entry Summary Declarations (ENS) for all goods entering the EU. - Several sources summarise the phased rollout: – Phase 1: postal and express consignments by air (from March 15, 2023).([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) – Phase 2: all air freight, including general cargo and couriers (March 1, 2024).([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) – Phase 3 / Release 3: extension to maritime, road, rail and inland waterways. Different sources reference slightly different dates but converge that: • Sea, rail, road covered from March 1, 2025, with transitional derogations; full coverage of all modes from September 1, 2025.([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) • From early 2026, all ENS filings must use ICS2 message version 3; the Commission is pushing LSPs to be fully aligned by February 3, 2026, eliminating transitional workarounds.([news.yrules.com](https://news.yrules.com/en/archives/14125?utm_source=openai)) • Some guides also describe “ICS2 Release 3 goes live in March 2026” to mark the end of derogations, but operationally the system is already in place and being hardened.([freightamigo.com](https://www.freightamigo.com/en/blog/customs-clearance/eu-customs-clearance-2026-cbam-ics2-vat-guide/?utm_source=openai)) - Operational requirements for logistics providers and exporters: – Mandatory provision of HS code at minimum 6‑digit level (8‑digit CN preferred).([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) – Detailed consignment data (shipper/consignee, accurate descriptions, number of packages, transport references, etc.).([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) – Multiple actors can file or “complete” the ENS (carrier, freight forwarder as house‐B/L filer, postal operator, express integrator), creating a need for clarified roles and data responsibility within supply chains.([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) – Late or inaccurate data can trigger “Do Not Load” or “Control Required” instructions, causing missed sailings or arrival delays.([news.yrules.com](https://news.yrules.com/en/archives/14125?utm_source=openai)) • CBAM – transition to full operation in 2026 - The Carbon Border Adjustment Mechanism (CBAM) entered its transitional phase in October 2023 with reporting obligations only; full financial operation starts January 1, 2026, when importers must surrender CBAM certificates for embedded emissions in covered goods (currently cement, iron & steel, aluminium, fertilisers, electricity, hydrogen, and some precursors).([searates.com](https://www.searates.com/de/blog/post/eu-customs-rules-2026-ics2-cbam?utm_source=openai)) - In early March 2026, the European Parliament reported on a regulation amending Regulation (EU) 2023/956 to “simplify and strengthen” CBAM implementation, indicating ongoing refinement of reporting rules and sector coverage while keeping the 2026 operational date.([europarl.europa.eu](https://www.europarl.europa.eu/legislative-train/carriage/simplifying-and-strengthening-cbam/report?sid=10101&utm_source=openai)) - Implications for French agri‑food exporters and logistics providers: – Direct coverage of agricultural commodities is currently limited, but fertilisers and some processed materials (e.g., steel packaging, aluminium containers/equipment) fall under CBAM, impacting upstream input costs and some logistics assets.([europarl.europa.eu](https://www.europarl.europa.eu/legislative-train/carriage/simplifying-and-strengthening-cbam/report?sid=10101&utm_source=openai)) – French logistics providers that also handle CBAM‑covered industrial imports (e.g., steel equipment for grain terminals) face higher compliance and working‑capital costs due to CBAM certificate purchases and data collection on embedded emissions. – Over time, pressure may grow for broader climate‑related measures on high‑emission agri‑food chains (shipping emissions, cold chain energy) even if not strictly under CBAM’s current scope. • EU customs digitalization, ESG, and e‑commerce controls - A 2026 overview of EU customs rules highlights a convergence of: – ICS2 full deployment (all modes, v3 messaging from February 2026); – CBAM’s final operational phase (from January 1, 2026); – Progressive enforcement of the EU Deforestation Regulation (EUDR) and other ESG‑linked trade rules.([searates.com](https://www.searates.com/de/blog/post/eu-customs-rules-2026-ics2-cbam?utm_source=openai)) - For e‑commerce and small parcels: – ICS2 applies equally to postal and express consignments; e‑commerce shipments require complete, structured data, ending the era of vague descriptions (“parts,” “samples,” “foodstuff”).([searates.com](https://www.searates.com/de/blog/post/eu-customs-rules-2026-ics2-cbam?utm_source=openai)) – VAT and low‑value consignment exemptions have been reformed, increasing the need for digital tax and customs integration in B2C food exports into the EU.([freightamigo.com](https://www.freightamigo.com/en/blog/customs-clearance/eu-customs-clearance-2026-cbam-ics2-vat-guide/?utm_source=openai)) • Specific frictions for French logistics providers and exporters in 2026 1. Data & IT investments - French freight forwarders and 3PLs must invest in: • Systems capable of generating and transmitting ICS2 v3 ENS messages across all modes; • Master‑data governance to ensure correct HS‑6/CN‑8 classification for a wide array of agri‑food items (grains, processed foods, ingredients); • Integration with customers’ ERPs to pull clean order/shipment data.([news.yrules.com](https://news.yrules.com/en/archives/14125?utm_source=openai)) 2. Operational risk – missed departures and delays - Poor data quality or late ENS submission risks: • “Do Not Load” messages for ocean shipments leaving French ports, causing grain or food containers to miss scheduled vessels; • In airfreight, hold‑backs at origin airports (e.g., Paris CDG, Lyon) leading to spoilage risk or lost shelf‑life for fresh/chilled food cargo.([news.yrules.com](https://news.yrules.com/en/archives/14125?utm_source=openai)) 3. Complexity of role allocation in multi‑party chains - In bulk grain and rapeseed exports, chains typically involve farmer co‑ops, trading houses, shipbrokers and terminal operators; somebody must assume the ENS filer role (often the carrier or freight forwarder). - ICS2 guidance stresses the need to clearly define which operator lodges each ENS segment to avoid duplication or gaps.([douanedoc.com](https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai)) 4. Compliance cost and ESG reporting burden - CBAM adds carbon accounting obligations for covered imports; EUDR and broader ESG regulations introduce “double materiality” reporting for companies above certain thresholds.([searates.com](https://www.searates.com/de/blog/post/eu-customs-rules-2026-ics2-cbam?utm_source=openai)) - For French agri‑food exporters, even when products are not directly covered, downstream buyers and financiers increasingly demand emissions, traceability, and deforestation‑free proof, which must be supported by customs and logistics data. • Strategic implications into 2026 for France–Africa agri‑food flows - Exporters that can: – Standardise HS classification and product master data; – Share high‑quality data early in the booking process; – Integrate CBAM‑and ESG‑related emissions information into trade documents; will gain a reliability and cost advantage under ICS2/CBAM conditions.([searates.com](https://www.searates.com/de/blog/post/eu-customs-rules-2026-ics2-cbam?utm_source=openai)) - For North and West Africa trade specifically, high dependency on timely arrivals (e.g., soft wheat for state tenders, edible oils/meals for feed) means that ICS2‑driven disruptions at EU ports or airports can quickly translate into supply shortages or price spikes. French logistics actors that treat customs digitalization as a core capability, not a back‑office function, will be better positioned to maintain France’s role as a key agri‑food supplier to the region. Sources: • agreste La statistique, l’évaluation et la prospec https://agreste.agriculture.gouv.fr/agreste-web/download/publication/publie/MemSta2024-en/Handbook2024.pdf?utm_source=openai • Grain Exports: mixed results for 2024-2025, but good signs for 2025-2026 | HAROPA PORT https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai • Grain Exports: mixed results for 2024-2025, but good signs for 2025-2026 | HAROPA PORT https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai • Une campagne d’exportations morose pour les céréales françaises https://www.terre-net.fr/exportations-de-cereales/article/878541/des-exports-de-cereales-francaises-toujours-a-la-peine?utm_source=openai • A World Bank Group Report | | APRIL 2026 Commodity https://thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai • Grain Exports: mixed results for 2024-2025, but good signs for 2025-2026 | HAROPA PORT https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai • Une campagne d’exportations morose pour les céréales françaises https://www.terre-net.fr/exportations-de-cereales/article/878541/des-exports-de-cereales-francaises-toujours-a-la-peine?utm_source=openai • A World Bank Group Report | | APRIL 2026 Commodity https://thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai • EU Rapeseed Market 2026: Record Output, Firm Crush, Stable Prices https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai • EU Rapeseed Market 2025/26: Supply Rebound, Prices and Outlook https://commodity-board.com/eu-rapeseed-rebound-sets-stage-for-softer-prices-and-stronger-crushing-margins/?utm_source=openai • Grain Exports: mixed results for 2024-2025, but good signs for 2025-2026 | HAROPA PORT https://www.haropaport.com/en/news/grain-exports-mixed-results-2024-2025-good-signs-2025-2026?utm_source=openai • EU Rapeseed Market 2026: Record Output, Firm Crush, Stable Prices https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai • EU Rapeseed Market 2025/26: Supply Rebound, Prices and Outlook https://commodity-board.com/eu-rapeseed-rebound-sets-stage-for-softer-prices-and-stronger-crushing-margins/?utm_source=openai • A World Bank Group Report | | APRIL 2026 Commodity https://thedocs.worldbank.org/en/doc/f3138644a1e8e2bb631399ae11d6c408-0050012026/original/CMO-April-2026.pdf?utm_source=openai • EU Rapeseed Market 2026: Record Output, Firm Crush, Stable Prices https://commodity-board.com/eu-rapeseed-record-output-firm-crush-stable-prices-around-e500-t/?utm_source=openai • EU Rapeseed Market 2025/26: Supply Rebound, Prices and Outlook https://commodity-board.com/eu-rapeseed-rebound-sets-stage-for-softer-prices-and-stronger-crushing-margins/?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • CMA CGM lifts Asia–Mediterranean freight all kinds rates from 15 May https://container-mag.com/update/cma-cgm-lifts-asiamediterranean-freight-all-kinds-rates-from-15-may?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Air Cargo Market Analysis https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?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 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 • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Air Cargo Market Analysis https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Air Cargo Market Analysis https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Air Cargo Market Analysis https://www.iata.org/en/iata-repository/publications/economic-reports/air-cargo-market-analysis-february-2026/?utm_source=openai • ICS2 phase 3: consequences for importers | DouaneDoc https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai • ICS2 phase 3: consequences for importers | DouaneDoc https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai • ICS2 phase 3: consequences for importers | DouaneDoc https://douanedoc.com/en/kennisbank/ics2-fase-3/?utm_source=openai