22/07/2026
The CMA CGM acquisition of FedEx Supply Chain for USD 1.4 billion, covering 150 warehouses in North America, marks a wave of vertical integration M&A among major shipping lines, narrowing the negotiating space of shippers and highlighting the role of independent forwarders in protecting cash flow.
14/07/2026
Vietnam's agricultural, forestry, and fishery exports reached USD 35.88 billion in the first half of 2026, but reaching the USD 100 billion mark before 2030 requires growth exceeding 15% per year — forcing the industry to shift from the model of expanding output to integrated logistics management that preserves the value of agricultural products.
07/07/2026
Diversifying to Africa and the Mediterranean to share risk is the right move, but the new PSS from CMA CGM shows that niche routes are precisely where shippers hold the weaker hand.
30/06/2026
Ocean Alliance adds the Port of Gdańsk (Poland) to its AEU7 service with a direct Cai Mep – Gdańsk leg, opening a direct trade gateway for Vietnamese goods into the 100-million-person Central and Eastern European market, without routing through Rotterdam or Hamburg.
15/06/2026
Cước biển đi Mỹ tăng 51% trong một tuần, USTR đề xuất Mục 301 mức 12,5% với Việt Nam, sắc lệnh "Strengthening Customs Enforcement" siết quy trình kiểm tra – dệt may Việt cần dịch chuyển trọng tâm từ tốc độ giao hàng sang tuân thủ truy xuất nguồn gốc.
04/06/2026
Vietnam's manufacturing PMI in May 2026 reached 52.8 points — the highest since before the Middle East crisis — while the PSS surcharge on the North America route climbed to USD 2,000/FEU, creating an "inside warm, outside cold" paradox that forces export enterprises to shift their model.
25/05/2026
The energy crisis is not the root cause but the catalyst exposing the asymmetry in resilience between the FDI bloc and private enterprises in the "dual economy."
13/05/2026
Lien Chieu Port, with its "three-legged stool" configuration — deep-water port, intermodal railway, and free trade zone — is an opportunity for Central Vietnam to reshape its role in the supply chain, but the outcome depends on building a logistics ecosystem
25/04/2026
FDI enterprises are shifting their criteria for selecting partners
