## Company Profile RHENUS AIR & OCEAN POLAND S.A. — Poland arm of Rhenus Group’s air & ocean forwarding network. Provides international air freight, ocean (FCL/LCL) forwarding, customs clearance, project & breakbulk cargo services, and multimodal connections into Poland’s Baltic ports and major airports. Serves importers and exporters across industrial sectors (automotive components, electronics, machinery, consumer goods) and operates feeder/short‑sea and inland distribution links to Germany, Czechia, Slovakia and other EU markets. Contact on file: poland.ao@rhenus.com. ## Pain Points 1) Asia–Europe transit volatility (Red Sea diversions, longer transit times, BAF surcharges) forcing shippers to split orders, adopt sea–air or air uplift — forwarder must rapidly source alternative origins, schedule multimodal solutions and sell them to price‑sensitive customers. 2) Rising demand from nearshoring and intra‑EU flows: Polish exporters and Western OEMs increasingly source/produce in Poland/CEE, creating more complex inbound component flows and outbound distribution needs that require contract logistics and tailored cross‑border sales support. 3) SMEs and mid‑market exporters lack visibility and buyer‑market access; Rhenus needs scalable lead‑generation and digitalized partner channels (market intelligence, vetted global buyers/suppliers, export fulfilment) without expanding its delivery footprint. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – POLAND EXPORT/IMPORT FLOWS, CONTAINER & AIR TRENDS, MAIN CORRIDORS, EFFECTS ON FORWARDERS === **Overall seaborne trade & container volumes** - Poland’s seaports handled a **record 141 million tonnes in 2025**, per Baltic Sea & Space Cluster (BSSC). That’s up around **5–6% vs 2024** overall, with **container volumes up about 20% year‑on‑year**. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) - Gdańsk alone handled **80.4m tonnes in 2025**, up **nearly 4% YoY**; it remains Poland’s largest port and a key Baltic hub for deep‑sea Asia–Europe container services. ([portseurope.com](https://www.portseurope.com/polands-port-of-gdansk-handles-80-4m-tonnes-in-2025/?utm_source=openai)) - Official GUS “Maritime economy in Poland in 2025” (released April 2026) confirms **higher cargo turnover in main ports in 2025 vs 2024**, with notable growth in Gdańsk, Świnoujście and Gdynia. ([stat.gov.pl](https://stat.gov.pl/files/gfx/portalinformacyjny/en/defaultaktualnosci/3323/11/23/1/maritime_economy_in_poland_in_2025.pdf?utm_source=openai)) **Modal patterns & corridors** - Deep‑sea containers: Gdańsk and Gdynia are main gateways for **Asia–Northern Europe loops** (China, South Korea, other East Asia origins) and feeder services to **Germany, Scandinavia, UK, and Baltic states**. Growth in 2025 was fueled partly by new/expanded liner services such as Eimskip’s Świnoujście–European ports loop, increasing short‑sea and intra‑Europe volumes. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) - Intra‑European and UK trade: Short‑sea, Ro‑Ro and feeder services link Polish ports to **Germany, Netherlands, Belgium, UK, and Scandinavia**, complementing heavy reliance on **road and rail** for intra‑EU trade. GUS shows Germany, Czechia, France, Italy and the Netherlands as core partners for Polish exports/imports (by value), which is mirrored in transport flows. ([stat.gov.pl](https://stat.gov.pl/files/gfx/portalinformacyjny/en/defaultaktualnosci/3323/11/23/1/maritime_economy_in_poland_in_2025.pdf?utm_source=openai)) - Asia trade: Asia–Europe lanes (Shanghai/Ningbo/Yantian / Busan to North Europe) continue to be the primary maritime corridors for Polish imports of consumer goods, electronics, machinery and components; Poland serves both as an end market and as a distribution/assembly hub into Central/Eastern Europe. ([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)) **Impact of Red Sea rerouting on flows touching Poland (Q1–Q2 2026)** - Since late 2023, carriers have diverted many Asia–Europe services **around the Cape of Good Hope**, bypassing the Red Sea. Multiple 2026 analyses estimate the diversions effectively remove about **8–10% of global container capacity**, extending **Asia–Europe transit times by 7–14 days** and raising fuel costs. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai)) - Early 2026 market reports indicate: - Asia–Europe spot rates in January 2026 were **8–12% higher vs December 2025**, specifically on lanes impacted by Red Sea diversions. ([ports.marinelink.com](https://ports.marinelink.com/ports/port/pittsburg/news/global-container-freight-rates-see-mixed-start-to-2026-amid-regional-volatility?utm_source=openai)) - By February 2026, global composite spot rates (Drewry WCI) eased to around **USD 1,900–2,000/FEU**, **~30–31% lower YoY**, but still supported on Asia–Europe by diversion‑related BAF surcharges of roughly **USD 400–700/FEU**. ([shippingintelligencehub.com](https://shippingintelligencehub.com/article/container-freight-rates-decline-overcapacity-2026-02-09?utm_source=openai)) - Several scenario outlooks for 2026 expect Asia–Europe rates to moderate into a **USD 1,500–2,000/FEU corridor in H2 2026**, assuming gradual normalization of Red Sea security. ([tornaviatrading.com](https://tornaviatrading.com/publications/260401_tvt_freight_liquid_bulk_insight_v1.pdf?utm_source=openai)) **Air cargo flows relevant to Poland** - UPS and other 2026 supply‑chain outlooks see **moderate growth in global air freight volumes in 2026**, with **capacity growth outpacing demand** in several regions, leading to structurally soft yields despite episodic spikes (e.g., modal shift from ocean during disruptions). ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai)) - A May 13, 2026 logistics update notes **average airfreight rates ex‑Asia are >40% higher YoY**, as some shippers offset longer ocean transits via direct air or sea–air solutions (e.g., Asia–Middle East–Europe routing). ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - For Poland, this translates mainly into: - Higher‑value components and e‑commerce flows via **Warsaw Chopin, Katowice, and regional airports**, often trucked to/from **Frankfurt, Leipzig, Vienna** air hubs. - Increased **sea–air routings** where containers discharge in Middle East hubs and move by air into Central Europe, including Poland, when lead times are critical. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) **Effects on freight forwarders operating to/from Poland** - Ocean forwarders: - Must manage **longer, less predictable Asia–Poland transit times** driven by Cape diversions, with some services regularly exceeding **50 days port‑to‑port** on Asia–Europe loops. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - Need to navigate more complex **schedule reliability issues** and frequent service re‑routings, blank sailings, and port rotation changes that affect Polish calls and feeder connections. ([assets-eu-01.kc-usercontent.com](https://assets-eu-01.kc-usercontent.com/4192440f-b944-0135-c768-e05d36ed3e93/b697dadb-657c-4446-8adc-5e267ea02498/26_Q1%20Logistics%20Report_VF.pdf?utm_source=openai)) - Air & multimodal forwarders: - Are seeing **incremental demand from time‑sensitive Polish shippers** (automotive, electronics, pharma) shifting specific SKUs or partial orders to air/sea–air to maintain service levels when ocean lead times become too extended. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - Margin dynamics: - Spot rate volatility (particularly Asia–Europe) and earlier/fragmented 2026 “peak season” mean forwarders must balance **longer‑term BCO contracts** (often ~USD 1,700/FEU range for Asia–N.Europe in early 2026) against **spot spikes (>USD 3,500–4,500/FEU)** during disruption and pre‑Lunar New Year tightness. ([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)) **Key implications (market events summary)** - Seaborne trade via Polish ports is **growing**, especially in containers (+20% YoY in 2025), while **Asia–Europe rate and transit volatility** continue in 2026 due to Red Sea risks. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) - Air cargo provides an increasingly important **buffer for high‑value and time‑critical flows**, but at a significant cost premium (rates >40% YoY ex‑Asia), encouraging selective modal shifts rather than wholesale substitution. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - Forwarders in Poland must orchestrate **multi‑port and multi‑modal routing strategies**, hedging between Baltic ports, North Sea hubs, and rail/road connectivity to stabilize customer lead times under continued geopolitical uncertainty. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) === 2. [DEMAND SIGNALS] – POLISH EXPORTER/IMPORTER SOURCING CHALLENGES & IMPACT ON FORWARDERS’ CUSTOMERS (2026) === *(Note: Few sources isolate Poland only; below synthesizes Poland‑specific data and broader CEE trends where clearly applicable.)* **Lead times & reliability pain points** - Red Sea‑driven detours add **1–2 weeks to Asia–Europe ocean lead times**, with industry reports describing some Asia–Europe services at **>50 days** transit into North Europe in early 2026. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - 2026 freight outlooks emphasize **heightened schedule unreliability** (blank sailings, port omissions) as carriers juggle capacity and longer routes. For Polish shippers importing from Asia, this translates into: - Wider **lead‑time bands** (e.g., planning on 6–9 weeks door‑to‑door vs 5–7 weeks previously). - Increased **safety stock requirements** or **order splitting** (part ocean, part air). ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) **Supplier diversification & nearshoring to the EU** - Multiple 2025–26 supply‑chain and logistics outlooks report ongoing **supplier diversification away from single‑country dependence on China**, with **more sourcing from CEE, Turkey, North Africa, and other EU members** to shorten lead times and reduce geopolitical exposure. Although not Poland‑exclusive, these trends are especially relevant for Polish manufacturers in automotive, electronics, and household goods. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - For Poland specifically: - EU trade statistics for 2024–25 (reflected in GUS maritime and trade data) show Poland deepening trade with **Germany, Czechia, Slovakia, Hungary and other EU partners**, consistent with **nearshoring and regionalization** of supply chains for industrial components and intermediate goods. ([stat.gov.pl](https://stat.gov.pl/files/gfx/portalinformacyjny/en/defaultaktualnosci/3323/11/23/1/maritime_economy_in_poland_in_2025.pdf?utm_source=openai)) - Industry commentary in 2026 on Central Europe highlights Poland as a **nearshoring destination itself** for Western European OEMs, which increases import demand for semi‑finished goods and export demand for finished goods assembled in Poland. This raises the complexity of inbound component flows and outbound intra‑EU distribution. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supplychain-outlook?utm_source=openai)) **Sourcing & inventory strategies of Polish shippers** - A 2026 supply‑chain outlook describes shippers **front‑loading inventory earlier in the year** due to uncertainty about Red Sea security, fuel prices, and potential labor actions, which is consistent with reports of **“earlier and fragmented” peak seasons** in container shipping. Polish importers of consumer goods and retailers are part of this pattern, pulling forward spring/summer and even early peak‑season orders. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - For exporters (e.g., machinery, furniture, food products): - Longer and more variable ocean lead times to Asia are forcing **earlier production planning** and **tighter coordination of factory‑to‑port logistics** to meet delivery windows negotiated with Asian buyers. - Some exporters opt for **FOB Baltic/North Sea ports** instead of CIF to shift main‑haul risk and routing decisions to buyers and their nominated forwarders. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) **Impact on freight forwarders’ customers (shipper‑side implications)** - Cost vs service trade‑offs: - Asia–Europe container spot rates in early 2026 are well below the peaks of 2024–early 2025 but still **>15–50% above prior “low‑demand” troughs**, especially on Asia–Europe lanes. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - Shippers are more actively **mixing contract and spot exposure**, using **index‑linked contracts** and quarterly tenders to avoid being locked into uncompetitive rates as markets soften. ([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)) - Modal and routing diversification: - Some Polish shippers are experimenting with **alternative routings**: via **Adriatic ports, North Sea hubs, or via rail from China** in limited cases, balancing cost, speed and risk. - There is incremental adoption of **sea–air** and **air‑bridge** solutions during critical campaigns (product launches, seasonal collections) given air rates ~**40% higher YoY** but still cheaper than lost sales. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - Data & visibility expectations: - With volatile lead times, exporters and importers increasingly demand **real‑time tracking, predictive ETA tools and exception management** from forwarders rather than basic transport execution. 2026 market outlooks emphasize that shippers now treat **visibility and flexibility as key selection criteria** for forwarders. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) **How this reshapes demand for forwarders in/around Poland** - Higher value‑add expectations: - Forwarders serving Polish customers must provide **scenario planning (what‑if for Red Sea, labor, fuel)**, **inventory‑aware routing**, and **multi‑modal design** rather than just rate procurement. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - Segment differentiation: - Exporters in **automotive, electronics, machinery** show **higher tolerance for premium options** (air, priority services) to protect production lines, while **low‑margin sectors (furniture, basic consumer goods)** remain strongly cost‑focused, pushing forwarders to optimize consolidation, warehouse locations, and cross‑dock operations in Poland. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - Nearshoring effects: - As Western European customers nearshore to Poland and broader CEE, demand for **intra‑EU freight (road, rail, short‑sea)** and **contract logistics (warehousing, value‑added services)** in Poland is structurally increasing, even as long‑haul Asia volumes face volatility. This adds depth to forwarders’ **domestic and regional services** portfolios. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) === 3. [TIMING SIGNALS] – 2026 RATE & CAPACITY TRENDS ON EUROPE–ASIA AND INTRA‑EUROPE LANES AFFECTING POLAND (Q1–Q2 2026) === **Container freight rate levels (Asia–Europe & global) Q1–Q2 2026** - Asia–Europe at start of 2026: - S&P Global and other assessments show Asia–Europe entering 2026 with **firm seasonal demand** and **elevated spot rates** due to pre‑Lunar New Year volumes plus ongoing Red Sea diversions. Contract benchmarks (e.g., Platts Long Term Container Rate 1 for Asia–N. Europe) sat around **USD 1,700/FEU**, relatively stable, while **spot rates moved higher** than late‑2025 levels. ([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)) - Some market guides cite **spot levels of USD 3,500–4,500/FEU** on certain Asia–Europe lanes at disruption peaks versus about **USD 1,200–1,500/FEU pre‑disruption**. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - Trend into February 2026: - Drewry’s World Container Index dropped to roughly **USD 1,919–1,959/FEU** by mid‑February 2026, **~31% lower YoY**, as seasonal demand faded and additional capacity returned, though Asia–Europe lanes remained supported by longer voyages and fuel surcharges. ([shippingintelligencehub.com](https://shippingintelligencehub.com/article/container-freight-rates-decline-overcapacity-2026-02-09?utm_source=openai)) - A March 2026 logistics report notes **30–35% declines** in SCFI‑tracked Asia–US West Coast rates year‑on‑year, and suggests **similar softening pressures** on Asia–Europe as more capacity comes online and some Red Sea traffic cautiously resumes. ([assets-eu-01.kc-usercontent.com](https://assets-eu-01.kc-usercontent.com/4192440f-b944-0135-c768-e05d36ed3e93/b697dadb-657c-4446-8adc-5e267ea02498/26_Q1%20Logistics%20Report_VF.pdf?utm_source=openai)) - H2 2026 expectations: - Several strategic outlooks converge on Asia–Europe rates **moderating toward USD 1,500–2,000/FEU in H2 2026**, contingent on improved Red Sea security and limited new disruptions. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) **Capacity and schedule reliability (Asia–Europe)** - Red Sea diversions continue to **reduce effective capacity by roughly 8–9%** globally, particularly impacting Asia–Europe and some Asia–Med services; carriers have added extra vessels to strings, but schedule reliability remains stressed. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai)) - 2026 reports highlight: - **Longer transit times** (many Asia–N. Europe loops exceeding **+10–14 days** vs pre‑crisis routings). ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - **Higher bunker consumption** and widespread fuel surcharges; estimates put additional **BAF at ~USD 400–700/FEU** on affected routes, feeding directly into shipper costs to/from Poland. ([shippingintelligencehub.com](https://shippingintelligencehub.com/article/container-freight-rates-decline-overcapacity-2026-02-09?utm_source=openai)) - Gradual but uneven **re‑entries into the Suez** as security evaluates; many services remain on Cape routings as of April–May 2026, meaning uncertainty persists for Q2–Q3 planning. ([themiddleeastinsider.com](https://themiddleeastinsider.com/2026/04/25/red-sea-shipping-disruption-2026/?utm_source=openai)) **Air freight timing and pricing signals** - Global: - UPS and others forecast **moderate growth in air demand in 2026**, with structural **overcapacity in some regions** as new widebodies and freighters added during the COVID boom continue to operate. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supplychain-outlook?utm_source=openai)) - Nonetheless, the May 2026 market commentary notes **average Asia‑origin airfreight rates are >40% higher vs 2025**, linked to modal shift from ocean (e.g., around Lunar New Year or during acute Red Sea concerns) and high‑tech / e‑commerce growth. ([metro.global](https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai)) - For Poland: - This environment favors **tactical use of air** for Polish manufacturers on critical lanes (e.g., Asia–Central Europe electronics/automotive components) while keeping bulk volumes on ocean despite delays. - Forwarders with strong **road feeder networks to major European cargo hubs** (Frankfurt, Leipzig, Liege, Vienna) are better placed to exploit favorable belly capacity on intra‑European and Europe–Asia flights. ([ups.com](https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supplychain-outlook?utm_source=openai)) **Intra‑European freight and capacity trends relevant to Poland** - While less documented in headline indices than deep‑sea trades, 2025–26 analyses of European logistics point to: - **Softening spot road rates** across much of Europe during 2025, stabilizing in early 2026 as diesel costs rise and demand recovers gradually. - Continued **driver shortages and labor constraints**, particularly acute in Poland and neighboring CEE states, which keeps structural upward pressure on road freight costs despite cyclical softness in demand. ([reddit.com](https://www.reddit.com/r/europe/comments/1r6jso5/polands_largest_export_and_import_partners_2025/?utm_source=openai)) - Short‑sea and feeder networks in the Baltic/North Sea showing **resilient volumes** as they act as **buffers and connectors** for deep‑sea services impacted by schedule changes and port omissions. Growth in container transshipment at Polish ports in 2025 (+20%) supports this picture of stronger intra‑European flows via Poland. ([bssc.pl](https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai)) **Timing implications for Poland‑linked shippers and forwarders (Q1–Q2 2026)** - **Q1 2026:** - Elevated but easing Asia–Europe ocean rates after pre‑Lunar New Year spikes; significant **transit uncertainty**; shippers advance orders and consider hybrid ocean/air strategies. ([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:** - Composite indices back to **~USD 1,900/FEU range**, but Asia–Europe still above historic lows; diversions and fuel surcharges continue. Modal mix decisions increasingly driven by **inventory position and sales risk** rather than just freight rate levels. ([shippingintelligencehub.com](https://shippingintelligencehub.com/article/container-freight-rates-decline-overcapacity-2026-02-09?utm_source=openai)) - **Outlook into H2 2026:** - Most forecasts anticipate **gradual normalization** (rates drifting toward USD 1,500–2,000/FEU) with capacity additions and possible partial Suez reopening; however, scenario planning remains essential given geopolitical unpredictability. For Poland, this suggests: - **More stable contract negotiations** for 2027 main lanes. - Continued importance of **flexible routing** (Baltic vs North Sea ports, sea–air vs pure ocean) and **buffered lead‑time planning** for exporters and importers. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) Sources: • Polish Ports – Record transshipment of 141 million tonnes. 20 percent more containers than in 2024. – BSSC.PL https://www.bssc.pl/2026/01/31/record-transshipment-of-141/?utm_source=openai • Poland's Port of Gdańsk handles 80.4m tonnes in 2025 https://www.portseurope.com/polands-port-of-gdansk-handles-80-4m-tonnes-in-2025/?utm_source=openai • NEWS RELEASES https://stat.gov.pl/files/gfx/portalinformacyjny/en/defaultaktualnosci/3323/11/23/1/maritime_economy_in_poland_in_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 • 2026 Supply Chain Outlook | UPS Supply Chain Solutions https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supply-chain-outlook?utm_source=openai • Global Container Freight Rates See Mixed Start to 2026 Amid Regional Volatility - Ports Directory https://ports.marinelink.com/ports/port/pittsburg/news/global-container-freight-rates-see-mixed-start-to-2026-amid-regional-volatility?utm_source=openai • Container Freight Rates Continue Decline as Overcapacity Pressures Mount | Shipping Intelligence Hub | Shipping Intelligence Hub https://shippingintelligencehub.com/article/container-freight-rates-decline-overcapacity-2026-02-09?utm_source=openai • Tornavia Trading | Research Insights https://tornaviatrading.com/publications/260401_tvt_freight_liquid_bulk_insight_v1.pdf?utm_source=openai • 2026 Supply Chain Outlook | UPS Supply Chain Solutions https://www.ups.com/de/en/supplychain/resources/news-and-market-updates/2026-supplychain-outlook?utm_source=openai • Peak season uncertainty grows as shippers front-load inventory and freight demand diverges | Metro Global https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai • Peak season uncertainty grows as shippers front-load inventory and freight demand diverges | Metro Global https://metro.global/2026/05/13/peak-season-uncertainty-grows-as-shippers-front-load-inventory-and-freight-demand-diverges/?utm_source=openai