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Early peak season demand is now pushing container rates up sharply from already high rates due to Hormuz closure as space gets tight.

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Cushman & Wakefield report concludes that the shift in the balance of power will see 39% of markets that favor landlords in 2029, up from 26% in 2026.

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"What has changed is not just the frequency of disruption, but the financial exposure tied to it," said Patrik Berglund Xeneta, CEO.

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For manufacturing only 2% of the sector's gross domestic product (GDP) contracted in May, compared to 19% in April,

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"Leaders should prepare for an agentic AI future, but they need to separate meaningful capability from market noise," says Jan Snoeckx of Gartner.

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