Upply - Market insights | Transportation & Logistics Analysis (14)

Exclusive analysis on freight transport, supply chain and international trade topics

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    Baltimore/Suez: are ships and infrastructure adapted to each other?

    The increase in the size and mass of container ships raises the question of their compatibility with the infrastructure supposed to accommodate them. At first glance, the blockage of the Suez Canal caused by the grounding of the Ever Given in March 2021 has little to do with the collapse of the Balt...
    Jérôme de Ricqlès
    April 05 2024
    5 min

    Containers: traffic from the world's major ports in 2023

    INFOGRAPHICS. American and European ports have recorded a sharp decline in container activity in 2023. Their Asian counterparts, on the other hand, are maintaining a good momentum. 1/ The world's Top 20 In 2023, the world's top 20 ports generated cumulative traffic of 387.5 million TEUs, up by 1.24%...
    Anne Kerriou
    April 03 2024
    5 min

    Shipping company profitability in 2024

    Will the economic and geopolitical situation allow shipping companies to make a profit in 2024 ? Our expert, Jérôme de Ricqlès, takes the plunge and tries to provide you with some replies to the question. This year, Upply is once again publishing its annual analysis of the outlook for the financial ...
    Jérôme de Ricqlès
    March 29 2024
    7 min
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    Air freight growth driven by Red Sea crisis

    BAROMETER. Global air freight traffic increased 18.4% year on year in January 2024 to 20.8 billion tonne-kilometres. Rates, however, remain on a downward trend. The air freight industry is sending out contradictory signals in this early part of 2024. Cargo volumes generally matched expectations. Tra...
    Anne Kerriou
    March 21 2024
    6 min
    Subscribers

    France: stagnation of road transport prices in February

    BAROMETER. Road freight transport prices in France stopped falling in February, but the sector remains in turmoil. Declining demand is weighing on freight rates. The deteriorating economic situation is beginning to be felt on the ground. According to data published by INSEE, the business climate in ...
    William Béguerie
    March 18 2024
    2 min

    Economy of containerised maritime freight in a context of war economy

    The expression "war economy" is coming back in force in European political rhetoric. Turning words into actions would have a real impact on containerised shipping. "How to refer to a "war economy" without being at war yourself ?", headlined the newspaper Le Monde in an article of January 10, 2024 (a...
    Jérôme de Ricqlès
    March 15 2024
    4 min
    Subscribers

    Shipping companies keep their heads above water in first quarter

    BAROMETER. The rise in freight rates in the Asia-Europe trade is slowing but transpacific rates are continuing to climb. The crisis in the Red Sea is have a particularly heavy impact on the Mediterranean market. Most container ships are continuing to go round the Cape of Good Hope to avoid coming un...
    Jérôme de Ricqlès
    March 14 2024
    3 min

    Could ''butterfly'' services be the answer to the Red Sea problem?

    If the disruption continues in the Red Sea, shipping companies will need solid alternative routes. "Butterfly" services are one option, although they are still relatively rare. Faced with the attacks of the Houthis in the Red Sea, the shipping companies have adapted their services by sending them ro...
    Jérôme de Ricqlès
    March 01 2024
    5 min

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