NEWSROOM

SUMMARY This week's data point to a market in transition across modes. Air and ocean freight are both showing signs of capacity discipline - blank sailings in ocean, capacity trims in air - that are keeping pricing comparatively firm even as underlying demand growth softens into the seasonal late-summer period. Shippers should be aware that this dynamic can produce less predictable transit reliability even where headline rates appear stable. Air Freight: The Baltic Air Freight Index (BAI00) eased 0.2% week-over-week but remains up 16.9% year-over-year, with corridor performance diverging sharply as London Heathrow outbound (BAI40) jumped 31.6% while Frankfurt outbound (BAI20) fell 10.5%. Global tonnage growth has softened into the seasonal late-summer lull even as capacity discipline keeps per-kilogram pricing roughly flat. Ocean Freight: The Drewry World Container Index climbed 4%...