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.
23/06/2026
Brent oil prices broke below the USD 80/barrel mark for the first time since March 2026 following the US-Iran agreement to reopen the Strait of Hormuz, but Asia-US maritime freight rates jumping 51% in a single week may affect the cost benefits of synthetic rubber for the tire export industry.
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.
11/06/2026
MSC's Ochna service connecting Hai Phong – Ho Chi Minh City directly with North China's port cluster marks the shift of the Southeast Asian logistics axis toward the Singapore – Vietnam – Indonesia distribution triangle, where Vietnam takes on the role of an intra-regional distribution platform.
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."
20/05/2026
Với ngành điện tử, chi phí logistics chỉ chiếm 1–3% giá trị lô hàng nhưng rủi ro downtime do đứt gãy lead-time có thể gây thiệt hại hàng chục nghìn USD mỗi giờ – buộc doanh nghiệp dịch chuyển tư duy từ Cost per Unit sang On-Time Delivery thông qua kiến trúc logistics tích hợp.
15/05/2026
When the Drewry WCI reversed course with a 3% rise in early May 2026 and shipping lines simultaneously imposed PSS and GRI, the "sale hunting" tactic through spot rates is revealing structural risks — and the real equation lies in the capability to manage the forwarder vendor portfolio
