Container Bytes: Weekly Ocean & Air Freight Intelligence for Supply Chain Pros

55 Episodes

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Container Bytes #53: Two-Thirds Red Sea Fleet Restoration, LA Port Watchman Strike Threat, and Unseasonal Ocean Rate Spikes

2026-10-2908:39

Welcome back to Container Bytes! 📍 Julia Frohwein is back alongside Judah Levine to break down an unexpected week across international container and air logistics. In this episode, we unpack Alphaliner’s latest data revealing that two-thirds of total Asia-Europe container capacity has now returned to the Red Sea route. In a standout milestone, Israeli ocean carrier Zim Lines and MSC have resumed a joint Far East–US East Coast service through the Bab el-Mandeb Strait, signaling growing carrier...

Container Bytes #52: Saudi Airport Strikes, Asia-Europe Contract Negotiations, and AI Air Cargo Shifts

2026-10-1409:05

Welcome back to Container Bytes! 📍 Julia Frohwein and Judah Levine return to evaluate a dynamic week across air cargo, ocean shipping, and global supply chain contracting. In this episode, we unpack the impacts of escalating conflict between Saudi Arabia and Houthi forces, including repeated strikes on Riyadh airport. We explore why these attacks cause localized air cargo disruptions for Saudi importers and exporters while leaving broader Gulf transshipment hubs like Dubai and Qatar largely u...

Container Bytes #51: Middle East Crude Rebounds, Premier Alliance's Red Sea Return, and Golden Week Shifts

2026-10-0708:03

Welcome back to Container Bytes! 📍 Julia Frohwein returns from vacation to join Judah Levine, analyzing the latest trade developments as Golden Week draws to a close. In this episode, we unpack new estimates showing Middle East crude oil exports returning close to pre-war baselines, aided by naval escorts, dark transits through the Strait of Hormuz, and Saudi pipeline diversions. We explain why refined fuels—including marine bunker and jet fuel—are taking longer to adjust due to refining lags...

Container Bytes #50: The Trump-Xi Trade Truce and Panama Canal Restriction Reversals

2026-10-0107:37

Welcome back to Container Bytes! 📍 Judah Levine hosts solo this week as Julia takes a vacation, breaking down major trade policy shifts and key ocean market movements. In this episode, we unpack the high-profile summit between President Trump and President Xi Jinping in DC, which produced a two-month extension of the US-China trade truce through early January. The deal includes mutual tariff reductions on $30 billion of annual imports down to baseline levels—notably benefiting US toy importer...

Container Bytes #49: The Washington Summit, Post-Peak Ocean Cooling, and German Strike Threats

2026-09-2410:22

Welcome back to Container Bytes! 📍 Julia Frohwein and Judah Levine analyze a pivotal week as President Trump and Xi Jinping meet in Washington DC seeking fragile trade stability. In this episode, we break down the high-stakes summit and why a 3-to-6-month extension of the trade truce is expected, holding off recommended 7.5% Section 301 excess capacity tariffs that would push duties back to IEEPA levels. We examine how this truce prevents a return of $1 million retaliatory port call fees on C...

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Container Bytes: Weekly Ocean & Air Freight Intelligence for Supply Chain Pros