## Company Profile Seaway Logistics Pty Ltd a/t/f Seaway Logistics Unit Trust — Australia-based freight forwarder and NVOCC-style operator (lead contact: Meagan Holland, Operations Manager). Public profile details limited in lead record; evidence link in memo indicates operational export/import consignment services (instructions for consigning to Seaway). Likely mid-market Australian forwarder handling containerised imports/exports, trans‑shipment bookings and port consignments into major Australian gateways (Sydney/Melbourne/Brisbane). ## Pain Points 1) Schedule reliability & price volatility for Asia–Australia trades: trans‑shipment hub congestion (Singapore/Port Klang/Colombo) and carrier blank sailings create 1–3 day transit variability and spot‑rate jumps. This makes quoting and space assurance hard for Seaway’s exporters/importers, especially during peak windows. 2) Agricultural exporters facing demand shifts: 2025/26 record barley and second‑largest wheat harvests plus redirected demand to SE Asia and MENA create urgent buyer‑matching needs and tight tender timelines. Exporters need quick market access and contracting combined with freight capacity and cold‑chain or bulk handling expertise. 3) Importer sourcing diversification & lean inventory strategies: Australian buyers moving 10–30% of SKUs to Vietnam/India require onboarding, consolidation, customs and predictable transit to maintain lean restocking; Seaway must support new-origin logistics and smaller, more frequent shipments. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] Asia–Australia container shipping 2026: capacity, schedule reliability, congestion, freight rates === **Capacity & carrier behavior** - Global container supply/demand balance in 2026 is described as “normalized rates but elevated uncertainty,” with a structurally *oversupplied* fleet (large orderbook delivered in 2024–25) but “effective capacity” constrained by diversions, slow steaming and blank sailings. ([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)) - A February 2026 market update notes >100 voyage cancellations across Asia–US lanes in that month alone as carriers pull capacity post–Lunar New Year to prevent rate collapse; while not Asia–Australia specific, the same carriers and networks serve Australia, implying ongoing capacity management on Asia–Oceania strings as well. ([jmrodgers.com](https://www.jmrodgers.com/wp-content/uploads/2026/02/JMR-Freight-Market-Update-February-2026-v1.0.pdf?utm_source=openai)) - Australia’s competition regulator (ACCC) reports that in 2024–25 major lines reallocated vessels away from Australia to more lucrative trades, reducing direct port calls and increasing reliance on Southeast Asian trans‑shipment hubs. This pattern is expected to persist into 2025–26, limiting *headline* capacity and making services more hub‑and‑spoke. ([accc.gov.au](https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai)) **Schedule reliability & transit times** - Sea‑Intelligence data summarized in an April 2026 container outlook shows global schedule reliability averaging ~51% in 2025, with only modest improvement expected in 2026 due to persistent disruptions and longer routings; Australia‑bound trades from Asia are classified as “mid‑tier reliability” versus mainline Asia–Europe/Transpacific. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - The ACCC’s 2024–25 Container Stevedoring Monitoring Report notes that Australian importers/exporters were affected by congestion at Southeast Asian trans‑shipment hubs, which reduced vessel schedule reliability into Australian ports during 2024–25; carriers are retaining additional buffer time into 2025–26, keeping effective transit times longer than pre‑COVID norms. ([accc.gov.au](https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai)) - An April 2026 logistics market update focused on Australia/NZ reports “congestion and delays building across key transhipment hubs” that are “impacting schedule reliability,” though direct services into Australia itself are described as “relatively stable” operationally. ([seabridge.com.au](https://seabridge.com.au/newsroom/market-update/?utm_source=openai)) **Port congestion: Asia–Australia flows** - The Cargo Desk’s Australia Shipping Risk Score (updated 6 May 2026) rates AU+PNG congestion risk at 5.0/10, characterized as “manageable but needs watching.” Main constraints are upstream at Asian hubs (e.g., Singapore, Port Klang, Colombo) and Middle East routing, rather than chronic berth delays in Australian ports. ([thecargodesk.com](https://www.thecargodesk.com/?utm_source=openai)) - Freightos weekly updates through March–May 2026 highlight growing congestion at alternative hubs and Indian ports due to Gulf/Red Sea disruptions; Colombo has reportedly declined extra Gulf‑bound volumes because of pre‑existing congestion. These network effects spill into Asia–Oceania services via delayed feeders and missed trans‑shipment windows. - The ACCC report confirms that Australian shippers in 2024–25 already faced knock‑on delays from Southeast Asian congestion; while domestic terminal performance improved versus the COVID peak, inland logistics (trucking, rail) and yard density remain periodic bottlenecks during seasonal peaks. ([accc.gov.au](https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai)) **Freight rate trends on Asia–Australia routes** - S&P Global’s 2026 ocean freight outlook describes container shipping entering 2026 with **“softer but still elevated” rates** relative to pre‑COVID, with geopolitically driven fuel and insurance surcharges forming a larger share of all‑in prices. They expect base rates on secondary trades like Asia–Oceania to track overall global indices but from a “fuel‑elevated baseline.” ([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)) - Freightos market commentary (March–May 2026) notes: - Asia–Europe rates are >15% higher YoY and >50% above October 2025 levels, largely due to war‑related fuel costs; similar fuel surcharges are being applied across networks, including non‑Gulf lanes. - Additional GRIs and PSS set for June 2026 may add up to **~US$2,000/FEU** on some lanes, though analysts are skeptical these increases will fully stick in a generally oversupplied market. ([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - An April 2026 Australian freight forwarder update states that **headline ocean rates into Australia and New Zealand are “relatively stable”** compared with early‑2024 peaks, but with: - higher bunker and war‑risk surcharges versus 2023, - more volatile spot pricing around Golden Week/Lunar New Year and peak export windows. ([seabridge.com.au](https://seabridge.com.au/newsroom/market-update/?utm_source=openai)) **Key implications for 2026 Asia–Australia trade** - **Capacity**: Nominal slot supply is ample, but *effective* capacity is constrained by blank sailings and network re‑routing; shippers should expect periodic space shortages on specific weeks rather than a sustained capacity crunch. ([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)) - **Reliability**: Global on‑time arrival still near ~50–55%; Asia–Australia trades feel disruption via trans‑shipment hubs more than at Australian terminals. Expect 1–3 day variability around pro‑forma transit and use longer lead times for critical shipments. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - **Rates**: Contract rates into Australia for 2026 tend to sit well below 2021–22 peaks but above 2018–19 baselines, with war‑ and fuel‑related surcharges the main source of upside risk. Shippers with flexibility can arbitrage between contract and spot given carrier capacity‑management tactics. ([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)) === 2. [COMMODITY TRENDS] Australian agricultural exports 2026 – wheat, barley, meat, dairy, wine; volumes & destination shifts (China, SE Asia, Middle East) === **Macro context: agriculture export profile** - Around **70% of Australia’s agricultural production value is exported**; major export commodities include wheat, barley, beef, sheep meat, dairy, wine, cotton and canola. ([oecd.org](https://www.oecd.org/en/publications/2025/10/agricultural-policy-monitoring-and-evaluation-2025_354e7040/full-report/australia_8123dd76.html?utm_source=openai)) - China remains Australia’s largest agricultural export market, accounting for **~22.6% of agricultural exports in 2023–24** by value. ([dfat.gov.au](https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai)) #### Wheat - S&P Global projects **larger Australian wheat production in 2026**, with Australia an important “balancing supplier” as Black Sea exports to Southeast Asia drop due to logistics and pricing issues. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121525-commodities-2026-australia-to-reap-larger-wheat-crop-export-restrictions-to-counter-supply-pressure?utm_source=openai)) - A 2025/26 grains outlook indicates: - **Second‑largest wheat harvest on record** in 2025/26, - Strong export flows to traditional Asian markets (Indonesia, Philippines, Vietnam, China) supported by competitive FOB values. ([commodity-board.com](https://commodity-board.com/australia-grain-feed-outlook-2025-26-record-barley-crop-second-largest-wheat-harvest-and-strong-export-flows/?utm_source=openai)) - However, Argus analysis of early 2025–26 trade (Nov–Dec 2025) shows some volatility: - Wheat shipments to Indonesia fell to **89,000 t** in one month, the lowest since Oct 2020, due to competition and timing. ([argusmedia.com](https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai)) **Destination shifts (wheat)** - With Southeast Asian buyers shying away from Black Sea wheat in 2025 because of shipment delays and high spot prices, Australia has strengthened its role in **SE Asia tenders**, especially for flour‑milling grades. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121525-commodities-2026-australia-to-reap-larger-wheat-crop-export-restrictions-to-counter-supply-pressure?utm_source=openai)) #### Barley - Australian barley exports in 2025/26 are estimated around **8.6 million tonnes**, the **second‑highest on record**, driven by a record crop and the removal of Chinese anti‑dumping tariffs. ([commodity-board.com](https://commodity-board.com/australia-grain-feed-outlook-2025-26-record-barley-crop-second-largest-wheat-harvest-and-strong-export-flows/?utm_source=openai)) - ABS trade data for the start of the 2025–26 marketing year (Nov–Dec 2025): - Total barley exports at a **record high** for the period, - **China taking ~70%** of shipments, - **>20%** going to the Middle East, including **117,000 t to Saudi Arabia** and **41,000 t** combined to Kuwait and UAE in that early window. ([argusmedia.com](https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai)) **Destination shifts (barley)** - Compared with the 2020–23 trade‑war period (when China was effectively shut), the 2025–26 data show **a sharp re‑orientation back to China**, which historically took ~50–70% of Australian barley. Middle East buyers remain a significant secondary outlet, especially for feed barley. ([argusmedia.com](https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai)) #### Meat (beef & sheep meat) - OECD and Austrade data underline that Australia is the **world’s second‑largest producer of beef and sheep meat**, with a high export orientation; roughly three‑quarters of production in value terms is exported. ([oecd.org](https://www.oecd.org/en/publications/2025/10/agricultural-policy-monitoring-and-evaluation-2025_354e7040/full-report/australia_8123dd76.html?utm_source=openai)) - Export Finance Australia’s July 2025 outlook notes: - Beef and sheep meat export values are expected to **soften in FY2026** due to lower global prices, even as volumes stay robust. - Demand weakness is more pronounced for higher‑value cuts in developed markets, while Middle East and parts of Asia remain relatively resilient. ([exportfinance.gov.au](https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai)) - Meat & Livestock Australia’s presence at **Gulfood 2026** highlights: - UAE as a premium growth market: in 2025, **Australian beef exports to the UAE reached A$316m** and **sheep meat A$394m**, with **chilled beef 84%** of beef exports to the UAE (pointing to premium positioning). ([nationaltribune.com.au](https://www.nationaltribune.com.au/australian-red-meat-sector-strengthens-middle-east-ties-following-successful-gulfood-2026/?utm_source=openai)) **Destination shifts (meat)** - **Middle East/North Africa (MENA)**: strengthening ties; Gulfood 2026 messaging positions MENA as an increasingly important destination for premium chilled beef/lamb. ([nationaltribune.com.au](https://www.nationaltribune.com.au/australian-red-meat-sector-strengthens-middle-east-ties-following-successful-gulfood-2026/?utm_source=openai)) - **China**: still a key volume buyer for beef and sheep meat, but demand growth has moderated; some volumes have shifted to **Southeast Asia and Middle East** where foodservice and tourism recovery is stronger. (Inference based on OECD and EFA commentary about diversified markets.) ([exportfinance.gov.au](https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai)) #### Dairy - Export Finance Australia projects **price declines in FY2026** for butter, cheese and skim milk powder, weighing on dairy export values even where volumes hold. ([exportfinance.gov.au](https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai)) - DFAT and Austrade data indicate key markets as **China, Japan, SE Asia (Indonesia, Malaysia, Singapore, Vietnam)** and parts of the Middle East; strong demand in China and Southeast Asia for higher‑value dairy underpins longer‑term growth. ([dfat.gov.au](https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai)) - Trade agreements (e.g., IA‑CEPA with Indonesia, 2025 CEPA with UAE) have progressively **reduced tariffs and expanded quotas** on Australian frozen beef, cattle and **dairy** products, improving competitiveness in SE Asia and Gulf markets from 2025 onward. ([dfat.gov.au](https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai)) #### Wine - The Australia–China wine trade is still recovering from the 2020–23 anti‑dumping measures that caused wine exports to lose roughly **one‑third of their value** and forced diversification to the UK and parts of Southeast Asia. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Australia%E2%80%93China_trade_war?utm_source=openai)) - Recent government and industry commentary (2024–25) points to: - Gradual **re‑entry to the Chinese market** as tariffs are eased/removed, but from a much lower base, - Ongoing diversification with **SE Asia, UK, and US** as priority growth destinations. (Exact 2026 volumes are not yet fully reported; data lag.) ([bendigobank.com.au](https://www.bendigobank.com.au/siteassets/business/industries/agribusiness/agriculture-insights/_reports/2025-26-australian-agricultural-export-report.pdf?utm_source=openai)) #### Overall destination mix trends (2025–26) - **China** - Remains the single largest agricultural export market (~22–23% of value) but with more moderated growth in 2025–26 and specific rebounds in **barley, some beef, and potentially wine** as trade restrictions unwind. ([dfat.gov.au](https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai)) - **Southeast Asia** - Continues to be the core growth engine for **wheat, barley feed, dairy, beef and fruit/nuts**, underpinned by rising middle‑class demand and trade agreements (e.g., Indonesia, Vietnam). ([commodity-board.com](https://commodity-board.com/australia-grain-feed-outlook-2025-26-record-barley-crop-second-largest-wheat-harvest-and-strong-export-flows/?utm_source=openai)) - **Middle East** - Increasingly important for **red meat (premium chilled beef and lamb)** and for **barley and some wheat** via government tenders; the 2025 CEPA with UAE (in force 1 Oct 2025) improves tariff treatment, supporting 2026 growth. ([nationaltribune.com.au](https://www.nationaltribune.com.au/australian-red-meat-sector-strengthens-middle-east-ties-following-successful-gulfood-2026/?utm_source=openai)) === 3. [DEMAND SIGNALS] Australian import demand 2026 – retail & e‑commerce, inventory restocking, sourcing diversification from China to Vietnam/India === **Overall import and sourcing dependence on China** - China remains **Australia’s largest source of imports** by a large margin in 2026 across electronics, machinery, textiles, homewares and general retail merchandise. ([epicsourcing.com.au](https://www.epicsourcing.com.au/post/what-does-australia-import-from-china-top-categories-2026?utm_source=openai)) - A 2026 sourcing guide for Australian SMEs emphasizes that: - China still offers the broadest supplier base and most mature logistics, - But **Vietnam is making “significant inroads”** in key categories such as apparel, footwear, furniture and small electronics as an alternative base, especially for buyers wary of tariffs and geopolitical risk. ([epicsourcing.com.au](https://www.epicsourcing.com.au/post/what-does-australia-import-from-china-top-categories-2026?utm_source=openai)) **Signals from global and regional diversification trends** - IMF research on global supply‑chain reallocation (2025) documents a **decline in China’s share of US imports** and gains by Vietnam and India, particularly in 2021–2024, as firms diversify; while US‑focused, the same pattern of “China+1” diversification is increasingly cited by Australian importers and logistics providers. ([imf.org](https://www.imf.org/-/media/files/news/seminars/2025/26th-annual-research-conference/drafts/no-longer-looming-an-anatomy-of-the-great-reallocation-in-us-supply-chain-trade.pdf?utm_source=openai)) - E‑commerce and Amazon FBA–oriented communities in 2026 report: - Margin pressure from China sourcing due to higher unit prices and tariffs, - Improved economics from **shifting some SKUs to India (e.g., textiles, home décor)** and Vietnam for mid‑volume orders (e.g., Indian suppliers more willing to work with **200‑unit** MOQs versus 1,000+ from some Chinese factories). ([reddit.com](https://www.reddit.com/r/AmazonFBA/comments/1ruhrco/sourcing_from_china_is_dead_for_my_margins_heres/?utm_source=openai)) **Retail & e‑commerce demand, inventory behavior (Australia‑specific signals)** (Direct 2026‑to‑date quantitative retail import data at product level is limited in public domain; signals below are inferred from freight and sourcing commentary.) - Freight market reports into Australia in April–May 2026 describe **relatively stable container volumes** with no structural downturn, consistent with: - Post‑COVID normalization of **retail inventory levels** (no longer extreme overstock seen in 2022–23), - More **tactical restocking** tied to major sales events (EOFY, Black Friday, Christmas) rather than blanket replenishment. ([seabridge.com.au](https://seabridge.com.au/newsroom/market-update/?utm_source=openai)) - Forwarders note that 2026 capacity into Australia is adequate, but **demand spikes** around promotional periods can still trigger spot‑rate jumps, suggesting that importers are not carrying excessive buffer stock and are willing to ship closer to demand. ([seabridge.com.au](https://seabridge.com.au/newsroom/market-update/?utm_source=openai)) **Inventory restocking patterns** - Global container outlooks for 2026 emphasize that many retailers finished 2024–early 2025 having **worked down excess inventories**, and are now maintaining **leaner, more responsive stocking strategies**, with more frequent but smaller orders. ([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)) - For Australian importers specifically, logistics advisories in 2026 highlight: - A shift from “one big peak season push” to **multi‑wave replenishment**, particularly for e‑commerce sellers aligning inbound flows with digital campaign calendars, - Increased use of **regional warehousing** (3PLs in Sydney/Melbourne/Brisbane) to shorten delivery times while keeping aggregate inventory levels controlled. (This is drawn from qualitative reports and service descriptions in Australian freight‑intelligence portals.) ([thecargodesk.com](https://www.thecargodesk.com/?utm_source=openai)) **Sourcing diversification: China → Vietnam / India** - Qualitative evidence from 2026 e‑commerce forums and sourcing advisors points to: - **Vietnam** gaining share in: - Apparel and fashion accessories, - Furniture and homewares, - Certain consumer electronics assembly, largely as a **“China+1”** base, not a full replacement. - **India** gaining share in: - Textiles, home décor, leather goods, - Handicrafts and higher‑touch manufactured items, with benefits including: - more flexible MOQs, - competitive labor costs, - less exposure to China‑specific tariffs. ([epicsourcing.com.au](https://www.epicsourcing.com.au/post/what-does-australia-import-from-china-top-categories-2026?utm_source=openai)) - Australian sourcing consultancies in 2026 explicitly market strategies to **diversify 10–30% of SKU volume** away from China toward Vietnam/India over a 2–3 year horizon, while keeping China as the primary hub for complex electronics and fast‑moving consumer goods; those percentages are advisory targets, not measured trade statistics but reflect a realistic magnitude of planned shift. ([epicsourcing.com.au](https://www.epicsourcing.com.au/post/what-does-australia-import-from-china-top-categories-2026?utm_source=openai)) **Regulatory / policy backdrop affecting import demand and sourcing** - No major Australia‑specific tariff shock on Chinese consumer goods has occurred in 2025–26; diversification is driven more by: - **Geopolitical risk management, freight disruption and cost volatility** than by new import duties. ([epicsourcing.com.au](https://www.epicsourcing.com.au/post/what-does-australia-import-from-china-top-categories-2026?utm_source=openai)) - Trade agreements with **India (under negotiation but with growing strategic focus)** and Southeast Asian partners (ASEAN agreements, IA‑CEPA) support the medium‑term shift by lowering barriers on imports as well as exports, improving the business case for Vietnam/India sourcing. ([oecd.org](https://www.oecd.org/en/publications/2025/10/agricultural-policy-monitoring-and-evaluation-2025_354e7040/full-report/australia_8123dd76.html?utm_source=openai)) **Summary of 2026 demand signals** - **Retail & e‑commerce imports**: underlying demand into Australia in 2026 appears steady; volumes are normalized, with leaner inventory and more event‑driven restocking rather than broad overstocking. - **China**: remains the dominant supplier, especially for electronics and general merchandise, but its share is gradually eroding at the margin in favor of **Vietnam and India**, particularly in textiles, home and fashion categories. - **Diversification scale**: based on qualitative evidence, many Australian importers target a **10–30% shift of sourcing volume** for selected categories away from China over a few years, rather than a wholesale move. Sources: • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global 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 • FEBRUARY 2026 https://www.jmrodgers.com/wp-content/uploads/2026/02/JMR-Freight-Market-Update-February-2026-v1.0.pdf?utm_source=openai • Container stevedoring monitoring report 2024–25 De https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Container stevedoring monitoring report 2024–25 De https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai • Market Update – April 2026 - Seabridge Global Logistics https://seabridge.com.au/newsroom/market-update/?utm_source=openai • The Cargo Desk — Australia's Freight Intelligence Hub https://www.thecargodesk.com/?utm_source=openai • Container stevedoring monitoring report 2024–25 De https://www.accc.gov.au/system/files/container-stevedoring-monitoring-report-2024-25.pdf?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global 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 • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global 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 • 2026 Freight Market Outlook: Container Rates, Capacity, and Strategy - Import Intelligence | Cubic https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai • Market Update – April 2026 - Seabridge Global Logistics https://seabridge.com.au/newsroom/market-update/?utm_source=openai • Market Update – April 2026 - Seabridge Global Logistics https://seabridge.com.au/newsroom/market-update/?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global 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 • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global 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 • Australia: Agricultural Policy Monitoring and Evaluation 2025 | OECD https://www.oecd.org/en/publications/2025/10/agricultural-policy-monitoring-and-evaluation-2025_354e7040/full-report/australia_8123dd76.html?utm_source=openai • Agricultural trade | Australian Government Department of Foreign Affairs and Trade https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai • COMMODITIES 2026: Australia to reap larger wheat crop, export restrictions to counter supply pressure | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121525-commodities-2026-australia-to-reap-larger-wheat-crop-export-restrictions-to-counter-supply-pressure?utm_source=openai • Australia Grain & Feed Outlook 2025/26: Record Barley Crop, Second-Largest Wheat Harvest and Strong Export Flows - Commodity Board Europe is an independent commodity market intelligence platform providing global production data, price insights and market analysis for agricultural and food commodities. https://commodity-board.com/australia-grain-feed-outlook-2025-26-record-barley-crop-second-largest-wheat-harvest-and-strong-export-flows/?utm_source=openai • Australia’s barley exports start 2025-26 on a high | Latest Market News https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai • COMMODITIES 2026: Australia to reap larger wheat crop, export restrictions to counter supply pressure | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121525-commodities-2026-australia-to-reap-larger-wheat-crop-export-restrictions-to-counter-supply-pressure?utm_source=openai • COMMODITIES 2026: Australia to reap larger wheat crop, export restrictions to counter supply pressure | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121525-commodities-2026-australia-to-reap-larger-wheat-crop-export-restrictions-to-counter-supply-pressure?utm_source=openai • Australia Grain & Feed Outlook 2025/26: Record Barley Crop, Second-Largest Wheat Harvest and Strong Export Flows - Commodity Board Europe is an independent commodity market intelligence platform providing global production data, price insights and market analysis for agricultural and food commodities. https://commodity-board.com/australia-grain-feed-outlook-2025-26-record-barley-crop-second-largest-wheat-harvest-and-strong-export-flows/?utm_source=openai • Australia’s barley exports start 2025-26 on a high | Latest Market News https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai • Australia’s barley exports start 2025-26 on a high | Latest Market News https://www.argusmedia.com/ja/news-and-insights/latest-market-news/2773694-australia-s-barley-exports-start-2025-26-on-a-high?utm_source=openai • Australia: Agricultural Policy Monitoring and Evaluation 2025 | OECD https://www.oecd.org/en/publications/2025/10/agricultural-policy-monitoring-and-evaluation-2025_354e7040/full-report/australia_8123dd76.html?utm_source=openai • Australia—Agriculture exports resilient despite slowing global growth https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai • Australian red meat sector strengthens Middle East ties following successful Gulfood 2026 | The National Tribune https://www.nationaltribune.com.au/australian-red-meat-sector-strengthens-middle-east-ties-following-successful-gulfood-2026/?utm_source=openai • Australian red meat sector strengthens Middle East ties following successful Gulfood 2026 | The National Tribune https://www.nationaltribune.com.au/australian-red-meat-sector-strengthens-middle-east-ties-following-successful-gulfood-2026/?utm_source=openai • Australia—Agriculture exports resilient despite slowing global growth https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai • Australia—Agriculture exports resilient despite slowing global growth https://www.exportfinance.gov.au/resources/world-risk-developments/2025/july/australia-agriculture-exports-resilient-despite-slowing-global-growth/?utm_source=openai • Agricultural trade | Australian Government Department of Foreign Affairs and Trade https://www.dfat.gov.au/trade/organisations/wto/agricultural-trade?utm_source=openai