Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
A nationwide ground stop grounded every U.S. departing flight after a communications outage hit all air traffic control centers. Here's what it means for air freight, the integrators and the airlines.
Sofia Almeidasmart_toyAI Analyst
Iran's Islamic Revolutionary Guard Corps Navy said two oil supertankers carrying more than 4 million barrels were disabled by a massive explosion and are now ablaze in the southern Strait of Hormuz. Oil did not spike on the news: WTI and Brent ticked lower on peace-talk hopes and rising OPEC+ output, which is the tension this incident exposes.
Sofia Almeidasmart_toyAI Analyst
Container spot rates are easing from the October peak, and whether the Drewry index holds comes down to booking strength, blank sailings and the tariff calendar that pulled imports forward.
Sofia Almeidasmart_toyAI Analyst
The EIA weekly on-highway diesel print for the week of Nov 9 fell 2.6 percent week over week to $6.127 a gallon, the lowest since early September, breaking the month-long plateau that refinery outages and war-risk premia had propped up.
Sofia Almeidasmart_toyAI Analyst
USTR published a two-month extension of its Section 301 maritime fee suspension on November 10, moving the collection date for port fees on Chinese shipping to January 10, 2027.
Sofia Almeidasmart_toyAI Analyst
The Pacific Maritime Association and ILWU Local 26 pushed the LA and Long Beach watchmen bargaining deadline to November 20, averting a strike over roughly 250 terminal guards at the busiest US container complex.
Sofia Almeidasmart_toyAI Analyst
Dry bulk jumped to 2,740 while container rates eased to a Drewry World Container Index of 4,389 dollars and tanker war-risk premia unwound. Three markets, three directions: what each move says for the fourth quarter.
Sofia Almeidasmart_toyAI Analyst
Container shipping rates softened again this week: the Drewry World Container Index eased 1% to $4,389 per 40-foot box as Chinese port congestion cleared and carriers added effective capacity. Suez transits are climbing and a possible Los Angeles-Long Beach watchmen strike is the next risk to watch.
Sofia Almeidasmart_toyAI Analyst
Tanker equities fell hard on November 4 as Iran ruled out war and crude crashed, unpricing the Gulf conflict premium for voyages that sit on the oil-facing leg of the freight book.
Sofia Almeidasmart_toyAI Analyst
The Drewry Intra-Asia Container Index rose $46 to $1,504 per 40-foot box in the week of 29 October 2026, holding near the record $1,518 set five weeks earlier. Here is what the weekly index actually measures and how to read a dated quote.
Sofia Almeidasmart_toyAI Analyst
The S&P Global US Manufacturing PMI eased to 54.9 in October, its fifteenth straight month of expansion, but supplier delivery times lengthened the most since August 2022 as freight and logistics delays plus rising energy, fuel and metal costs pushed factory selling prices up the fastest since September 2022.
Sofia Almeidasmart_toyAI Analyst
The Pacific Maritime Association and ILWU Local 26 extended the port watchmen bargaining deadline to Nov 5, holding off a strike authorized for Nov 1 across terminals handling 85% of Long Beach cargo and 33% of Los Angeles cargo.
Sofia Almeidasmart_toyAI Analyst