
SUMMARY
Air Freight: The BAI00 global air freight benchmark gained +2.8% week-over-week as of June 1 and remains +32.7% year-on-year, driven by the Strait of Hormuz closure diverting cargo to air and early peak-season pull-forward from Asia.
Ocean Freight: The Drewry World Container Index rose 3% to $2,800/40ft as of May 28, with Transpacific (Shanghai-NY +6%) and Asia-Europe (Shanghai-Genoa +4%) leading gains; peak season demand is arriving earlier than usual, driven by a July 1 bunker adjustment deadline.
Trucking: North American spot trucking rates are firming: dry van at $2.68/mile, reefer at $3.12/mile, and flatbed at $3.60/mile; the van load-to-truck ratio surged to 12.92 from 7.2 in April, signaling a tightening capacity environment.










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