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Sea Freight And Air Cargo Under Pressure: Early Peak, High Oil And New Tariff Risks Reshape Global Logistics
Global ocean freight and air cargo markets remain in a phase of strong sensitivity to geopolitical, energy and trade shocks. The recent exchange of military strikes between Israel and Iran, the first since early April, concluded by Monday without substantially...
Transatlantic Coil Market: Europe Cautious On Safeguards, United States Supported By Low Stocks And Rising Prices
The flat steel market is showing very different signals between Europe and the United States. On one side, European producers of hot-rolled coil are trying to set higher price targets for third-quarter 2026 deliveries, but they are facing still cautious demand, high...
US Labor Agreement: The Restart Of The Automotive Supply Chain Could Reactivate Steel Demand
The US automotive supply chain could quickly return toward greater normality after the reaching of a tentative agreement between the United Auto Workers union and Dauch Corporation, the company previously known as American Axle. The agreement, reached on Wednesday...
Electric Vehicles In Europe: Weaker Demand In April And PFA Premiums Correct From Recent Highs
European demand for electric vehicles showed signs of slowing in April, after a stronger March in terms of registrations. The market continues to benefit from long-term structural factors, such as the energy transition, European industrial policies and the still...