Logistics & Supply Chain — Ocean carriers push rate hikes amid rising fuel costs while El Niño threatens Panama Canal disruptions; CBP extends tariff refund timeline to 90 days; UP-NS merger refiles April 30.

Logistics & Supply Chain · 2026-04-11

TODAY'S SIGNAL — The ocean freight market is entering a period of compounding cost pressure. Carriers are rolling out rate increases and fuel surcharges to offset high bunker prices, even as OOCL reports a revenue decline and demand remains soft — a dynamic that will test whether aspirational pricing sticks. Simultaneously, Evergreen's $3 billion order for 250,000 TEUs of new capacity signals…