This week’s News in Brief returns to the ongoing uncertainty in the Middle East, as a ceasefire extension fails to reopen the Strait of Hormuz - leaving carriers scrambling for alternatives.

Gavin van Marle breaks down the latest developments, from vessel incidents and rerouted services to softening spot rates into the Gulf and the growing role of land-side solutions.

We also look at early Q1 port data from Rotterdam and Antwerp-Bruges, and what it reveals about underlying demand - as well as the bigger question hanging over the market: is overcapacity starting to bite?

Later in the episode, Rotate’s Jonathan Mellink joins to unpack the airfreight picture. Capacity is beginning to return in the Gulf, but unevenly, as airlines chase higher yields and redeploy lift across stronger lanes. Meanwhile, fuel shortages and rising costs are forcing tough operational decisions, adding further volatility to an already unpredictable market.

From Hormuz to hub capacity, this episode connects the key pressure points shaping freight right now.

In a world where global trade is still growing but disruption is constant, traditional supply chain models are starting to show their limits. Built for scale and efficiency, “one-size-fits-all” logistics no longer reflects the very different risks faced by industries today.

In this episode, DP World COO Beat Simon explains why supply chains need to be designed around specific sectors - and what it means to “orchestrate trade” rather than simply move cargo.With specific examples of retail and healthcare verticals, he shares how small changes in routing and handling can bring products quicker to market, increase visibility, extend shelf life, reduce waste and protect margins - offering a practical example of how logistics is becoming more tailored, integrated and value-driven.

Listen now to hear all about how DP World is utilising its Trade Platform 'toolbox' to tailor supply chains in an increasingly volatile market!

This week’s News in Brief takes stock of a fragile pause in Middle East tensions, as the US-Iran ceasefire enters its second week. But while the Strait of Hormuz remains open, uncertainty still hangs over global supply chains - and the impact on both ocean and air freight is far from resolved.

Charlotte Goldstone is joined by Drewry’s director of supply chain advisory Chantal McRoberts to break down the latest on container shipping, including scenario planning for how long the conflict could last, and what that means for capacity, rates and contract negotiations.

Alex Lennane brings the airfreight update, with markets showing signs of stabilisation rather than recovery. Capacity is returning in some regions, but fuel costs, disruption and uneven demand are keeping rates elevated and unpredictable.

Also in this episode: what China’s revised Maritime Code could mean for international shipping contracts, and a long-awaited step forward in the US tariff refund process - though key questions remain unanswered.

From geopolitics to pricing pressure, this episode unpacks a market still navigating uncertainty - even as tensions temporarily ease.

Have your say on the state of AI in the supply chain industry here!

After a two-week break, News in Brief returns with a major geopolitical development at the top of the agenda: a fragile two-week ceasefire between the US and Iran, reopening the Strait of Hormuz - at least for now. But with fresh attacks still reported and negotiations only just beginning, uncertainty remains high across global supply chains.

Gavin van Marle breaks down what this means for ocean shipping, from disrupted services and carrier pullbacks to the big question: will freight rates fall, or stay elevated amid ongoing risk and operational uncertainty?

We’re also joined by Aevean’s Head of Consulting, Maarten Wormer, to explore how the airfreight market is reacting, from shifting capacity and routing decisions to whether any sense of normal seasonality is returning in a market shaped by constant disruption.

With war risk surcharges, volatile fuel costs and unanswered questions around future transits, this episode unpacks what the ceasefire really means for shippers, and why stability may still be some way off.

This week, we unpack the latest developments in the Middle East and what a continued disruption means for global supply chains.

Host Charlotte Goldstone is joined by Freightos’ head of research, Judah Levine, for a data-driven look at how ongoing conflict, airspace closures, and shipping reroutes are reshaping both air and ocean freight markets. With Gulf carriers under pressure, we explore the extent of the air cargo capacity squeeze and what it’s doing to rates across key lanes.

On the ocean side, the picture is more nuanced. Despite disruption concerns — from Hormuz risks to fuel price volatility — rate increases haven’t surged as sharply as expected. So what’s actually happening beneath the surface?

Later, Gavin van Marle joins the conversation to break down emerging supply chain patterns, including shifting trade routes, the growing role of alternative hubs like Jeddah, and the broader balance between supply, demand, and geopolitical uncertainty.

Plus: the latest premium stories and what’s been moving the market this week all in just 20 minutes.

Escalating tensions in the Middle East are once again creating uncertainty for global supply chains. In this episode, host Charlotte Goldstone is joined by Marco Forgione, director general of the UK’s Chartered Institute of Export & International Trade, to discuss the latest developments in the conflict and what they could mean for global trade flows, oil prices and supply chain resilience. They also look at tariff developments and whether shippers are changing their strategies in response.

Charlotte is then joined by Alex Lennane, publisher of The Loadstar, to run through the latest airfreight developments, including airspace disruptions across the Middle East, tightening capacity and rising fuel costs. Plus, a two-day cockpit crew strike across the Lufthansa Group and the latest twist in the ongoing Panama ports dispute involving Cosco, Maersk and MSC.

Finally, Peter Sand, chief analyst at Xeneta, shares the latest data on ocean freight spot rates and explains how geopolitical tensions and capacity shifts are shaping the market. He also offers advice for shippers and forwarders navigating an increasingly volatile freight environment.

Hear all the important points of last week's supply chain news in just over 20 minutes!

Global supply chains are once again navigating turbulent waters. In this episode, we break down the immediate logistics fallout from the escalating conflict in the Middle East – from the closure of the Strait of Hormuz and vessels turning back mid-voyage, to collapsing air cargo capacity as Gulf airspace shuts down. What could this mean for freight rates, fuel markets, and global capacity?

Charlotte Goldstone is joined by Alex Lennane to unpack the biggest stories of the week, including the early impacts on ocean and air freight, the legal debate around force majeure, and the latest developments on US tariff refunds. Later, Gavin van Marle checks in from TPM in Long Beach with the key themes dominating conversations at the industry’s biggest gathering.
All this plus much more, in just 20 minutes!

Last week’s news of the US Supreme Court ruling striking down Trump’s IEEPA tariffs has sent shockwaves through global supply chains but now comes the hard part: getting your money back.

In this episode, we unpack the fallout of the tariff revocation. With potentially $100bn–$300bn in duties up for refund, the process is already shaping up to be complex, litigation-heavy and politically fraught. We discuss the emerging secondary market for tariff refund claims, why some SMEs are selling their rights for cents on the dollar and what FedEx’s landmark legal move could mean for other corporates seeking repayment.

Ocean spot rates remain muted amid the Chinese New Year lull, but could a restocking surge send transpac rates soaring? With carriers eyeing March GRIs of up to $3,000 and early signals pointing to higher 2026 contract rates, we examine what tariff reversal could mean for capacity, pricing and negotiations at TPM.

Plus, a look into the current dynamics shaping the air freight market, weather disruptions at major US hubs, Wistech earnings, and much much more, all in just 20 minutes!