Topic hub: Venezuela — our specialty corridor, in depth.
The peak that wouldn't break finally did — and carriers are fighting to put it back
Golden Week flattened the transpacific; now mid-October FAK hikes aim to defend the floor. Our full read on global rates, Caribbean lanes, the Venezuela route and the outlook.
Latest from the desk
Transpacific peak turns as Golden Week flattens rates — carriers answer with FAK hikes
The long climb is over, but mid-October FAK increases aim to defend the floor. What it means for Gulf & Caribbean space.
OFAC's GL 49B moves Venezuela from moving oil to structuring the deals
New-venture authorizations are the leading edge of the next project-cargo wave — and the compliance line that hasn't moved.
Fuel & the Strait of Hormuz: what the Iran conflict means for freight costs
Bunkers are firm and a Panama Canal surcharge looms — here's how fuel flows into your BAF, and what to lock now.
Fuel, Hormuz & the Venezuela risk premium: what shippers should watch
Returning volume vs. contested policy — how the Venezuela risk premium is shifting, and what it means for your rate.
Is peak season topping out? What it means for Caribbean feeder space
Why the signal to watch isn't the index — it's carrier capacity discipline on feeder trades.
Cartagena capacity: what the transshipment squeeze means for Colombia cargo
Longer dwell times on U.S. Gulf → Cartagena connections are changing the booking math.
Altamira & Veracruz: Mexico's Gulf ports as a Caribbean springboard
When shifting origin to Mexico beats a congested Houston for break-bulk and project cargo — and when it doesn't.
Weekly Market Letter — Venezuela oil trade shows up in the data as the politics catch up
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Venezuela oil door widens as U.S. majors move in
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — OFAC widens Venezuela oil trade, and it reaches shipping
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Carriers take the wheel: blank sailings tighten space
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — The buyer's window is closing: transpacific rebounds
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Carriers' August hike is failing: advantage, shippers
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — The unwind is broad: rates falling on every lane
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Rates ease, but the Iran war keeps Caribbean costs up
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — The peak is turning, and fuel comes back into play
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Rates climb again, but is demand peaking?
Archived edition — compare week over week how the market has moved.
Weekly Market Letter — Peak season runs hot as July surcharges land
Archived edition — compare week over week how the market has moved.
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