Logistics & Supply Chain — Middle East war doubles fuel costs, reshaping trans-Pacific rates and air cargo capacity as consolidation accelerates across rail and ocean shipping

Logistics & Supply Chain · 2026-04-14

TODAY'S SIGNAL — The logistics industry is being squeezed from multiple directions simultaneously. The dominant force today is energy: bunker fuel prices have doubled in six weeks since the Middle East war began, lifting trans-Pacific container rates and forcing Cathay Pacific to cut flights — a pattern that will cascade through air and ocean freight pricing in the weeks ahead. This fuel shock…