As we move through February, supply chains are balancing early-year planning with disruption risks. Pre–Lunar New Year demand and blank sailings are tightening capacity on Asia–North America lanes, while winter weather is adding variability across inland trucking, rail, and final-mile timing. At the same time, many shippers are reassessing network complexity and cost drivers, focusing on stronger end-to-end coordination, clearer performance measurement, and fewer handoffs.
This month’s update includes a short message from Ditlev Blicher as he begins his role as Regional President, North America, along with the latest on Gemini network adjustments in the Red Sea and Suez routing, tender-season considerations for Europe–North America gateways and inland rail, market conditions across key ocean trades, LCL booking and delivery planning guidance, customs readiness, and inland and warehousing considerations to protect service and manage cost as 2026 lease decisions approach.
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