Topics

Retail Automation

2 briefings, newest first.

  1. Maritime Markets: Opportunistic Rate Push Tests Weak Demand

    Carriers test a rate increase against weak demand, the U.S.–China truce holds ahead of an April reset, and chip capacity limits constrain AI expansion.

  2. Container Rates Surge as Carrier Discipline Returns

    Carriers' capacity discipline sends container rates higher, Walmart takes its AI playbook global, and reshoring momentum stalls on policy uncertainty.