Insights

Market notes, written for operators by operators.

A non-exhaustive selection of our public briefings. Members receive a more detailed weekly digest and an audio version on Monday mornings.

May 2026·Ocean

Transpacific eastbound: a slower-than-expected pre-peak ramp

Bookings out of Yantian and Shanghai are tracking 7% below the same week of 2025. Member NACs remain stable into Q3, but spot pricing has softened more than carriers signalled at TPM.

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April 2026·Regulatory

CBP UFLPA enforcement: what changed in March, and what didn't

Three new entities added to the UFLPA Entity List, all in polysilicon and aluminum supply chains. Member compliance officers should re-scrub solar and EV-component shipments accordingly.

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April 2026·Air

Cathay Cargo restoring 3 weekly ORD–HKG frequencies — and why it matters

Capacity discipline in Asia-out-of-HKG remains the swing factor for general-cargo pricing into the U.S. Midwest. We expect rate pressure to release through May.

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March 2026·Trucking

Class 8 spot rates: the floor we've been calling all winter is finally cracking

DAT national van rates rose 2.1% week-over-week for the second consecutive week, the first sustained move up since November. Capacity is exiting faster than at any point since 2019.

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March 2026·Member News

Welcome to our newest members: seven firms onboarded in Q1

From a 14-person customs brokerage in Norfolk to a 90-person 3PL out of Vancouver, BC, our seven Q1 admissions bring the network to 184 firms.

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February 2026·Compliance

ACE Release 3.2: the AES filing changes you may have missed

Three EEI field changes, one new exclusion-reason code, and a quietly tightened response window on AES Compliance Reviews. Our compliance desk has updated members' SOP templates.

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