An immediate bump in cargo is likely in the wake of this week’s deal between Washington and Beijing, but it’s too early for US retailers who are tied to China to make supply chain decisions for 2026 spring and summer imports.

The carrier, as it seeks with BlackRock to acquire the majority of Hutchison Port Holdings, is developing a mega-terminal in New Orleans and another terminal in Baltimore.

The company’s spending push is another sign that shipping and logistics multinationals are increasingly betting on India’s potential as an alternative maritime hub.

China-based Cosco’s latest earnings came as Beijing and Washington announced a one-year pause in their reciprocal port fees as part of a broader trade framework that included a reduction in US tariffs on Chinese imports.

But there was no indication when the pause would take effect or what would happen to the port fees already paid by ship operators in the two weeks since the US and China imposed the reciprocal levies on Oct. 14.

While some carriers reported a positive outlook for freight stemming from power generation and mining projects, others noted that demand for offshore wind has been dented by regulatory upheaval.

While most of the carrier’s vessels continue to be diverted around southern Africa, the backhaul rerouting of two Ocean Alliance vessels through the Suez suggests security concerns may be diminishing.

But the state will pass, for now, on any proposals being pushed by port stakeholders to raise the height of the Vincent Thomas Bridge, a move that would allow bigger vessels to call at three of the port’s terminals.

APM Terminals said the new $131 million berth would increase Mobile’s container capacity by 50%, with an eye on cargo owners that need to reach markets in the US Midwest and Southeast.

A share in Eurogate’s CTH facility would give the carrier a firm foothold in Europe’s third-largest container port.

The companies are exploring opportunities to tap into the rapidly growing data center market, which could result in more project cargo activity from the power generation projects needed to support the centers.

Europe’s busiest container port has maintained its growth so far this year despite persistent congestion, intermittent strikes and growing geopolitical tensions.

A limited supply of alternative fuels will not be helped by the one-year adjournment of the net-zero framework, Rolf Habben Jansen says.

Some market observers believe the frontloading story of 2025 was overplayed and that destocking is actually the major theme this year, which will result in a more robust 2026.

Micah Mallace said SC Ports needs to return its focus to serving cargo owners and carriers after recent below-market volume growth.

A meeting of the interested parties kicked off what will likely be a year-long process to select developers to design, build and operate the two terminals at Corozal on the Pacific side of the canal and Colón on the Atlantic that will cost a combined $2.6 billion.

The Indian government has been wooing global shipping and logistics conglomerates to invest beyond port-to-port shipping operations in the country through liberalized policy and tax frameworks.

US soybean exporters say the Trump administration’s financial bailout of Argentina is “facilitating” that country’s growing threat as a competitor to US growers.

With other low-emissions bunkers such as methanol still in short supply, vessel operators are turning to dual-fuel LNG container ships as a transitional step toward a zero-carbon future by 2050.

Congestion at Rotterdam and other North European ports such as Hamburg has been exacerbated by the increase in breakbulk and project cargo volumes from industrial and energy projects, which leaves ports struggling to cope.