## Company Profile NGUYEN DANG VIET NAM CO. LTD is a Vietnam-based freight forwarder (General Director: Fernando Dang). The firm provides international logistics services typical of VN forwarders: ocean and air freight forwarding, customs brokerage and clearance, inland transport and consolidation, warehousing, and client-facing shipment coordination for exporters and importers. Public-facing materials (team page on company website) indicate a commercial focus on servicing Vietnamese exporters across common export categories (agriculture/seafood/coffee/processed foods and manufactured goods). Scale is not publicly disclosed — appears to be a local/mid-size forwarder operating out of Vietnam’s main export hubs. ## Pain Points 1) Documentation & compliance gaps for SME exporters: Vietnamese SMEs commonly lack HACCP/GMP/ISO certifications, plot-level traceability and correct export paperwork (HS codes, phytosanitary certificates, COO), leading to customs holds and missed sailings. 2) Schedule reliability & capacity volatility: 2026 blank sailings, frequent cancellations and transshipment dependencies increase the risk of cargo rolling and demurrage; forwarders must proactively rebook, manage cut-offs and offer alternative routings — operating pressure that strains SME-focused forwarders. 3) Demand for value-added, end-to-end services: Growth in cross-border e-commerce and buyer preference for verified, full-service suppliers means forwarders who can only move freight risk losing clients to players offering compliance, certification support, market-entry help and finance/insurance bundling. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – Vietnam exports 2026 (rice, coffee, cashew, seafood; new corridors; demand: EU/China/US) === **Overall agro-exports & market mix** - Vietnam’s agro‑forestry‑fishery exports are projected around **US$70–75 billion in 2025–2026**, with strong contributions from **seafood (~US$11–12B), coffee (~US$8–9B), rice, fruit, and wood products**. Asia takes ~**45%** of agro‑exports (led by China, Japan), the Americas ~**30%** (mainly the US), and Europe ~**20–25%**.([elk.adalidda.com](https://elk.adalidda.com/2026/05/Vietnam-Export-Success-EN.pdf?utm_source=openai)) - Global trade re‑routing away from China is benefiting ASEAN. Between 2024–2025, the US import share from China fell **4.4 percentage points**, while ASEAN’s share rose **+2.5 pp**, with Vietnam highlighted among the main substitution hubs in Asia.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) **Seafood – 2026 recovery and market shifts** - Vietnam’s seafood exports in **January 2026** reached about **US$1.01 billion**, up from the same month a year earlier, signaling a rebound after a weaker 2024–2025 period.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) - **China**: - Demand is being driven by a **shift in consumer behavior** toward more frozen/processed seafood and modern retail, as well as better cold‑chain infrastructure. Vietnam aims to consolidate its **No. 3 global supplier** position to China and gradually narrow the gap with top exporters.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) - **United States & EU**: - Vietnam plans to **maintain and expand market share** in its traditional markets (US, EU, Japan, Korea) in 2026 via higher‑value products (shrimp, pangasius, tuna) and improved sustainability/compliance.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) - Demand in the US is supported by broader global trends: in 2025, the **US became the largest contributor to global import growth** even with new tariffs in place, while shipments from China declined. This re‑orientation boosts opportunities for Vietnamese seafood, especially where buyers are diversifying away from China.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) **Rice – export orientation & new corridors (inferred from macro trends)** - While the recent sources are not rice‑specific, Vietnam is widely expected to **leverage tighter global rice supplies** (India export restrictions, climate risk) and to deepen ties with **Asia, Middle East, and Africa**, while maintaining a **premium rice segment** for the EU under EVFTA tariff preferences. - With **US and EU buyers shifting some food imports away from China towards ASEAN (ASEAN import share +2.5 pp)**, Vietnamese fragrant and specialty rice is well‑positioned in retail and foodservice in those markets, especially where traceability and sustainability can be demonstrated.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) **Coffee & cashew – higher‑value and sustainability pressures** - Global trade in **agriculture, food and beverages** has seen broad‑based growth, particularly within Europe and between Europe and Africa, amid **higher prices for coffee and cocoa**. This environment supports **Vietnam’s coffee export values** and encourages more investment into processing (roasted/instant coffee) rather than raw beans.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - With the **EU Deforestation Regulation (EUDR)** set for enforcement on **30 December 2026**, EU buyers are already tightening requirements on **coffee, cashew, rubber and other forest‑risk commodities** from Vietnam. Specialist sourcing platforms and buyers increasingly demand **plot‑level traceability and deforestation‑free proof** for coffee and cashew supply chains.([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) **New trade corridors & diversification of demand (EU / China / US)** - **Shift away from China**: McKinsey’s 2026 trade update shows that as US import share from China falls, **ASEAN (including Vietnam) and the rest of Asia‑Pacific are capturing replacement demand**, especially in manufactured goods but also in **agricultural and food products where buyers seek alternative origins**.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - **EU**: - Trade in agriculture, food, and beverages within Europe and between Europe and Africa is growing, which increases competition but also opens **niche demand for certified, sustainable Vietnamese coffee, cashews, seafood, and fruit** under EVFTA, particularly if Vietnam can meet **EUDR, food safety, and ESG** expectations.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - **US**: - US foreign demand was the **“trade surprise” of 2025**, becoming the largest contributor to global import growth even under new tariffs and a drop in imports from China. That environment supports **Vietnamese coffee, seafood, cashews, and value‑added foods**, especially in retail and foodservice categories where US buyers are actively **diversifying suppliers**.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - **China**: - Besides seafood, broader agro‑exports to China (fruit, cashew kernels, rubber, feed ingredients) continue to grow, leveraging Vietnam’s geographic proximity and new land/sea corridors feeding into **South China and the Greater Bay Area**. The emphasis is increasingly on **quality, cold‑chain, and e‑commerce‑enabled distribution** rather than only bulk commodity flows.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) **Key implications / signals** - **Product mix shift**: 2026 exports are tilting towards **higher‑value and more processed** lines in coffee and seafood, while **rice and cashew** face more stringent sustainability and traceability scrutiny, especially for EU.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) - **Demand geography**: - **China** – volume growth, especially seafood and fruit; requires investment in cold‑chain and tailored products. - **US** – value growth via diversification away from China; opportunities for branded, certified products. - **EU** – more selective, compliance‑driven growth under EVFTA/EUDR; favors well‑documented supply chains. **Sources (Market Events):** ([elk.adalidda.com](https://elk.adalidda.com/2026/05/Vietnam-Export-Success-EN.pdf?utm_source=openai)) === 2. [DEMAND SIGNALS] – Vietnam SME exporters, buyer demand, cross-border e‑commerce, quality/compliance, sourcing diversification (2026) === **Growth of cross‑border e‑commerce & SME participation** - Vietnam’s cross‑border retail e‑commerce revenue is projected to **exceed US$11 billion by 2026**, but **only about 20% of Vietnamese enterprises currently engage in online exports**, implying significant headroom for SME export growth via digital channels.([en.vietnamplus.vn](https://en.vietnamplus.vn/cross-border-e-commerce-helps-vietnamese-goods-reach-global-markets-post337821.vnp?utm_source=openai)) - A 2026 article on cross‑border e‑commerce and logistics describes cross‑border e‑commerce as a **“new gateway”** for Vietnamese exporters, with logistics providers urged to build **“from Vietnam to the world”** end‑to‑end packages (market selection, packaging & labelling, compliance, fulfillment near ports/airports, and overseas partner networks).([vlr.vn](https://vlr.vn/cross-border-e-commerce-a-new-gateway-for-vietnam-s-logistics-and-exporters-26327.html?utm_source=openai)) - Official commentary notes that **e‑commerce exports will be a central pillar of Vietnam’s digital trade strategy through 2030**, with the **Law on E‑commerce** (effective **July 2026**) expected to accelerate cross‑border digital trade and international market access.([english.vov.vn](https://english.vov.vn/en/economy/e-commerce-drives-exports-offering-transformation-opportunity-for-local-firms-post1282086.vov?utm_source=openai)) **Buyer demand & sourcing diversification (what foreign buyers want from Vietnam)** - According to a 2026 sourcing guide positioning Vietnam as an **alternative to Alibaba‑style platforms**, global buyers, especially in agriculture and food, increasingly prefer:([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) - **Direct factory/exporter access (no intermediaries)** - **Verification depth** over catalog size – i.e., verified exporters with real shipment records and on‑the‑ground QC - Strong focus on **ESG compliance, traceability, and certifications** - The same guide explicitly connects buyer sourcing strategies to: - **EUDR enforcement on 30 December 2026**, affecting **coffee, cocoa, rubber, palm oil and derivatives, timber, and cattle**. This spills over to Vietnamese **coffee, rubber, wood products, and some cashew and pepper supply chains**, where EU buyers now require **plot/land‑use traceability and deforestation‑free guarantees**.([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) - Vietnam’s goal of **US$73–75B in agricultural exports in 2026**, contingent on meeting these compliance requirements for EU and other high‑value markets.([virfq.com](https://www.virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) **SME exporter needs: quality, compliance, and service expectations** From recent Vietnamese policy and trade‑press articles, the core needs of SMEs in 2026 are: 1. **Quality assurance and certification support** - SMEs often lack in‑house capability to manage **HACCP, ISO 22000, BRCGS, GLOBALG.A.P., organic (EU/USDA), and aquaculture certifications (ASC, BAP)**. - Policy advice now explicitly recommends that foreign buyers **request Certificates of Origin (Form AI/E/AK depending on FTA), phytosanitary certificates for agricultural shipments, and product‑specific quality certificates** as standard practice, putting pressure on SMEs to upgrade their documentation and quality systems.([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) 2. **Regulatory and customs compliance know‑how** - Vietnam’s own trade officials highlight that many SMEs still treat cross‑border e‑commerce as simple parcel shipping, leading to **errors in customs declarations, HS codes, and origin documentation**. - Logistics and e‑commerce experts recommend **co‑locating customs brokerage, regulatory services, quality inspection, banking, insurance and legal advisory** inside **“e‑commerce logistics parks”**, to provide one‑stop compliance infrastructure for SMEs shipping to US/EU/China.([vlr.vn](https://vlr.vn/cross-border-e-commerce-a-new-gateway-for-vietnam-s-logistics-and-exporters-26327.html?utm_source=openai)) 3. **Digital trade policy & platform support** - With the **new Law on E‑commerce effective July 2026**, the government aims to streamline **cross‑border e‑commerce procedures, data flows, and consumer protection**, creating a clearer legal framework for SMEs selling via Amazon, Alibaba, Shopee, Temu, and specialized B2B platforms.([english.vov.vn](https://english.vov.vn/en/economy/e-commerce-drives-exports-offering-transformation-opportunity-for-local-firms-post1282086.vov?utm_source=openai)) - Only **~20%** of enterprises currently export online, so both government and platforms see **onboarding and training** (market research, listing optimization, digital marketing, returns management) as major bottlenecks.([en.vietnamplus.vn](https://en.vietnamplus.vn/cross-border-e-commerce-helps-vietnamese-goods-reach-global-markets-post337821.vnp?utm_source=openai)) 4. **Financing and risk management services** - Trade articles emphasize the need for better **logistics‑plus‑finance offerings** for SMEs: insured cross‑border shipments, export credit insurance, and working‑capital solutions tied to export orders, particularly for food/agribusiness firms with seasonal cash flows.([vlr.vn](https://vlr.vn/cross-border-e-commerce-a-new-gateway-for-vietnam-s-logistics-and-exporters-26327.html?utm_source=openai)) **Signals from foreign demand patterns (US, EU, China)** - McKinsey’s 2026 trade update shows that **ASEAN exporters gained share in US imports as China’s share fell**, indicating **sustained demand from US buyers for alternative sourcing bases**, including Vietnam.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - For **agriculture/food and beverages**, higher prices and re‑routing of trade flows are spurring **more intra‑European trade and Europe‑Africa flows**, but EU importers are also selectively partnering with “compliance‑ready” suppliers from Vietnam for **coffee, cashews, pepper, seafood, and processed foods** that can meet EUDR and food‑safety standards.([mckinsey.com](https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai)) - In **China**, growing seafood demand (and changing consumption toward cold‑chain, branded, and e‑commerce‑ready products) creates **volume opportunities** for Vietnamese SMEs that can integrate into modern distribution and live/fresh logistics chains.([vietnam.vn](https://www.vietnam.vn/en/co-hoi-but-pha-xuat-khau-thuy-san-nam-2026?utm_source=openai)) **What this implies for SME exporters (practical demand signals)** - Foreign buyers in 2026 are signaling preference for: - **Verified exporters** (with customs history and third‑party audits) over anonymous marketplace suppliers.([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) - **End‑to‑end solutions** – from product development and packaging to compliance and last‑mile delivery in destination markets.([vlr.vn](https://vlr.vn/cross-border-e-commerce-a-new-gateway-for-vietnam-s-logistics-and-exporters-26327.html?utm_source=openai)) - **Sustainability‑linked supply chains**, especially for EUDR‑covered products; this is becoming a **pre‑condition** rather than a differentiator for EU buyers.([virfq.com](https://virfq.com/en/blog/alibaba-alternative-vietnam?utm_source=openai)) **Sources (Demand Signals):** ([en.vietnamplus.vn](https://en.vietnamplus.vn/cross-border-e-commerce-helps-vietnamese-goods-reach-global-markets-post337821.vnp?utm_source=openai)) === 3. [TIMING SIGNALS] – Freight rates Asia–Europe & Asia–US; capacity, congestion, Vietnam ports; blank sailings & delays (2026) === **Asia–Europe container freight – early 2026** - S&P Global reports that the **Asia–Europe market entered 2026 on firmer footing** after a volatile late‑2025: - Pre‑Lunar New Year demand and delayed general rate increases (GRIs) pushed **spot rates up in early January 2026**. - Carriers maintained **blank sailings and selective cargo allocation**, citing **limited routing optionality and heavier reliance on transshipment**, leaving the basin **“structurally firmer”** despite weak underlying demand.([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)) - A Vietnam‑based logistics marketplace (Phaata) shows that by **Week 8/2026**, Asia–Europe rates were again under pressure: - **Asia–North Europe spot rates** fell **3.66% week‑on‑week** to around **US$2,183 per FEU**. - About **40% of weekly capacity** on some Asia–Europe loops was temporarily removed via **aggressive blank sailings** to keep vessel utilization high, creating a paradox of **low demand but persistent congestion and red‑alert conditions** at key hubs.([phaata.com](https://phaata.com/en/logistics-market/international-shipping-and-logistics-market-update-week-8-2026-phaata-62031.html?utm_source=openai)) **Asia–US (Trans‑Pacific) – 2026 rate levels and capacity management** - A late‑April 2026 analysis of trans‑Pacific container rates notes:([valuechainasia.com](https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai)) - **Asia–US West Coast** spot rates (Drewry World Container Index, 16 April 2026) are down **21% since the start of 2026** to about **US$2,810 per FEU**. - Carriers announced **nine blank sailings on trans‑Pacific routes in a single week in April 2026** to limit further rate declines. - These cancellations are explicitly described as **capacity‑management responses to falling rates**, not directly driven by geopolitical chokepoints. - A February 2026 freight market update reported that in **February alone, over 100 voyages were cancelled** across Asia–US lanes, one of the **most aggressive post‑Lunar New Year cutbacks in recent years**, reflecting chronic **over‑capacity vs. demand**.([jmrodgers.com](https://www.jmrodgers.com/wp-content/uploads/2026/02/JMR-Freight-Market-Update-February-2026-v1.0.pdf?utm_source=openai)) - UPS’s Q1 2026 global freight trends note that:([es-us-apps.ups.com](https://es-us-apps.ups.com/us/en/supplychain/resources/news-and-market-updates/quarterly-freight-and-logistics-trends?utm_source=openai)) - US containerized imports fell in late 2025 after an early front‑loaded peak season, leaving **2026 imports weaker into Q1**. - Carriers are expected to rely on **ongoing blank sailings**, but **overall deployed capacity remains high**, pointing to continued pressure for **volatile, largely carrier‑driven GRIs** rather than demand‑led rate hikes in 2026. **Blank sailings, cargo rolling, and transshipment delays (Asia–Europe & Asia–US)** - A May 2026 shipping industry blog highlights the **surge in blank sailings and cargo rolling**:([summerwin.com](https://www.summerwin.com/blogs/blank-sailings-cargo-rolling-trans-pacific-asia-europe-2026/?utm_source=openai)) - Container **spot rates have ticked up slightly** on major lanes, but primarily due to **aggressive capacity cuts and surcharges**, not real demand recovery. - As sailings are cancelled, **overbooked vessels are bumping containers at transshipment ports**, causing cargo to be **rolled to later sailings**. - A Europe‑bound freight forwarder reported that **Asia–Europe rates from April to mid‑May 2026 were mostly flat**, with only about **US$200/TEU of upside** in late May driven by these capacity cuts. - Documentation errors (e.g., declaration mistakes) can lead to **customs holds that cause shippers to miss cut‑off times**, inducing **cargo rolling, demurrage, and storage fees**. This is a significant timing risk for exporters out of Vietnam and wider Asia. **Structural capacity and congestion context** - A global container shipping outlook (April–May 2026) notes:([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - About **4.8 million TEU of newbuilding capacity was delivered in 2025**, with further new capacity expected in 2026, aggravating over‑capacity on East–West routes. - **European ports** are still dealing with intermittent congestion, with **average vessel delays of 6–10 days** at major North European hubs in some 2025–early‑2026 episodes. - UNCTAD’s 2025 maritime review emphasizes that port congestion across Asia and Europe, combined with weather‑related disruptions and labor issues, continues to **erode schedule reliability and extend transit times** into 2026. - Analysts expect **widespread deployment of classic capacity‑control tools in 2026** (blank sailings, slow steaming, idling), keeping schedule reliability fragile even if demand stays soft. **Vietnam port and routing implications (inferred from regional data)** - While the cited sources focus on regional, not port‑specific, data, they highlight patterns that directly affect **Vietnamese exporters using Cai Mep–Thi Vai, Cat Lai, Hai Phong and regional transshipment hubs (Singapore, Port Klang, Hong Kong)**: - **Higher reliance on transshipment**: S&P Global and others stress **heavier use of transshipment** on Asia–Europe due to network re‑routing; exporters from Vietnam face elevated risks of **missed connections and rolled cargo** at hub ports.([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)) - **Cut‑off compression**: With 30–40% capacity temporarily removed on some loops, **booking windows narrow** and carriers enforce earlier final receiving times; late‑arriving containers from inland Vietnam (e.g., Central Highlands coffee, Mekong seafood) are at **higher risk of roll‑over**.([phaata.com](https://phaata.com/en/logistics-market/international-shipping-and-logistics-market-update-week-8-2026-phaata-62031.html?utm_source=openai)) - **Rate/timing trade‑offs**: - Asia–US: rates are relatively low (around or below **US$2,800–3,000/FEU** to USWC as of mid‑April 2026), but **service reliability is undermined by frequent blank sailings** – shippers may trade lower freight for increased **buffer stock or longer lead times**.([valuechainasia.com](https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai)) - Asia–Europe: rates around **US$2,100–2,300/FEU** to North Europe in late Q1 2026, with **frequent, short‑notice capacity withdrawals** – exporters need **early booking, flexible routing, and meticulous documentation** to avoid roll‑overs.([phaata.com](https://phaata.com/en/logistics-market/international-shipping-and-logistics-market-update-week-8-2026-phaata-62031.html?utm_source=openai)) **Practical timing signals for Vietnam agro‑exporters (2026)** - **Plan for volatility, not steadily falling rates**: - Capacity oversupply suggests medium‑term downward pressure on rates, but **short‑term spikes around GRIs and blank‑sailing waves** will continue. - **Book earlier around peak windows** (pre‑Lunar New Year, pre‑Christmas, and ahead of known tariff or regulatory dates like EUDR) and **diversify carriers and services** (direct vs. transshipment, different alliances) to hedge schedule risk.([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)) - **Tighten documentation and customs processes**: - Given the increased risk of cargo rolling due to **customs holds and declaration errors**, exporters—especially SMEs—need **robust export documentation and customs support**; even minor errors can now translate directly into missed sailings and **inventory outages at destination**.([summerwin.com](https://www.summerwin.com/blogs/blank-sailings-cargo-rolling-trans-pacific-asia-europe-2026/?utm_source=openai)) **Sources (Timing 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)) Sources: • Published: April 15, 2026 https://elk.adalidda.com/2026/05/Vietnam-Export-Success-EN.pdf?utm_source=openai • The future of global trade in 2026 | McKinsey https://www.mckinsey.com/mgi/our-research/geopolitics-and-the-geometry-of-global-trade-2026-update?utm_source=openai • Opportunities for a breakthrough in seafood exports in 2026. 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Supply Chain Solutions https://es-us-apps.ups.com/us/en/supplychain/resources/news-and-market-updates/quarterly-freight-and-logistics-trends?utm_source=openai • Blank Sailings Surge: Cargo Rolling Hits Trans-Pacific & Asia-Europe https://www.summerwin.com/blogs/blank-sailings-cargo-rolling-trans-pacific-asia-europe-2026/?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.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 • International Shipping and Logistics Market Update Week 8/2026 | Phaata https://phaata.com/en/logistics-market/international-shipping-and-logistics-market-update-week-8-2026-phaata-62031.html?utm_source=openai • Trans-Pacific rates 2026: Asian exporters face reversal https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai