Business, Commodities & Shipping News 2026

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Corridor Sovereignty: Cooperation Without Surrendering Control

Consider a vessel arriving late at a port. Its revised arrival time is useful to the cargo owner only if the terminal, inland carrier and receiver can...

maritime-executive.com

 

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Iran's delegation reportedly has no plans for talks with the US; crude benchmarks gain, lifting yields - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

Dow slides more than 300 points to start week as Treasury yields pressure stocks: Live updates

Stocks fell Monday, weighed down by a jump in oil prices and Treasury yields to start the week.

www.cnbc.com

 

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We Misunderstand Where Wealth Comes From - The Big Picture

I am not usually in the city on Fridays. But Robin Wigglesworth, in from Oslo for 0only as few days, led to me coming in on a Friday to record an MiB about his new book, “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.” More on this in a…Read More

ritholtz.com

 

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The cost of transporting pretty much everything just won’t stop going up​

It’s costing more and more to get stuff in the hands of American shoppers.

Trucking expenses are at their highest level since the Covid pandemic snarled operations around the world. Diesel prices are up 77% in the past year. Freight railroads are adding surcharges. And the nation’s busiest port is the busiest it’s ever been.

There’s virtually no way for businesses to avoid paying more, and they’re passing on the pain to consumers. It all adds up to extra inflationary pressure on a U.S. economy that has been wrestling with rising prices for years.

Among the key drivers is the soaring price of diesel fuel. It hit a record of $6.53 on Sept. 22, according to AAA.

More:

https://www.msn.com/en-us/money/eco...-t-stop-going-up/ar-AA2cZpHh?ocid=socialshare

 

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Most Stocks Are Losers - A Wealth of Common Sense

Why most stocks underperform the market.

awealthofcommonsense.com

 

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War in Middle East Sends Oil Prices and Yields Higher, Underpins the Dollar

Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets, breaks down global capital markets, fx central banks, and macro trends daily.

www.marctomarket.com

 

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What Does Today’s Yield Curve Suggest for a Bond Ladder? | The Capital Spectator

 

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Dow slides more than 300 points to start week as Treasury yields pressure stocks: Live updates

Stocks fell Monday, weighed down by a jump in oil prices and Treasury yields to start the week.

www.cnbc.com

 

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Panama Canal Adds Transit Capacity as Rainfall Brings Relief

The Panama Canal is easing restrictions on vessel draft and daily transits after improved rainfall and water-saving measures helped stabilize conditions in the waterway’s drought-sensitive watershed. The Panama Canal Authority said the...

gcaptain.com

Panama Canal Eases Restrictions Adding Transit Slot and Maximum Draft

The Panama Canal Authority is easing some of the restrictions it began imposing over the summer to manage water levels in anticipation of a prolonged...

maritime-executive.com

 

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Iranian Foreign Minister says they expect a US response today; AUD lags post-RBA - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

Stock futures are mixed after higher yields lead to losing session: Live updates

Higher Treasury yields dragged stocks lower to start the week.

www.cnbc.com

 

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A.P. Moller Capital to Acquire a Majority Stake in Euroports

A.P. Moller Capital, a global fund manager focused on infrastructure, transportation, and energy, entered into a definitive agreement to acquire a maj...

maritime-executive.com

 

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FX Daily: Lagarde lifts some support from the euro

Dovish remarks by ECB President Christine Lagarde are leaving the euro more vulnerable

think.ing.com

 

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Daimler: concerned about using cash to avoid new NoX rules

Noncompliance penalties in the proposed amendments to the EPA NoX rule are being objected to by Daimler.

www.freightwaves.com

 

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Breakwave Bi-Weekly Dry Bulk Report - September 29, 2026

Sep 29, 2026
For the full report visit our website www.breakwaveadvisors.com , or click here: https://static1.squarespace.com/stati...


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Home

(Events from the past 365 days) 23,344 vessels SUPPORTED Risk Dashboard WELCOME TO THE GOC offshore CAPABILITY Ambrey’s offshore capability encompasses a

ambrey.com

 

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Iran receives US feedback on the seven-point proposal; AUD lags post-CPI while DXY eyes PCE - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

Stock futures inch higher as traders weather latest rise in Treasury yields: Live updates

The 30-year Treasury bond yield hit levels not seen since June 2002. Those moves led the Dow to a decline of more than 100 points.

www.cnbc.com

 

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Report: Israel Ends Zim Deal Review Telling Hapag-Lloyd to Restart Process

After growing speculation that opposition was mounting in Israel to Hapag-Lloyd’s proposed acquisition of Zim along with the investment fund FIMI, the...

maritime-executive.com

 

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The Billionaires Behind America’s Largest Ready-Mix Concrete Producer

Sep 29, 2026
How does a single batch plant built outside a bedroom window transform into America’s largest ready-mix concrete producer?
Forbes Deputy Editor Matt Durot sits down with founder Mike Hollingshead and his sons, Jeff and Ryan, to reveal the story behind Smyrna Ready Mix (SRM). From humble roots in a rural Tennessee trailer park to building a multi-billion dollar enterprise spanning 24 states, the Hollingshead family shares their unfiltered journey of faith, grit, and generational vision.
Discover how a local finisher built an industry giant—without ever giving up 100% family ownership, sacrificing their blue-collar work ethic, or leading from an "ivory tower."
Read the full story on Forbes: https://www.forbes.com/sites/mattduro...


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Machinery Pete: Used Equipment Prices Are Headed Higher​

Sep 25, 2026
Used equipment values are climbing as new sales slump and late-model inventory shrinks. Machinery Pete breaks down what's driving auction prices higher and why potential tax changes could add another twist.


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The Secret Monopoly Making Everything More Expensive

A proposed settlement would give Visa and Mastercard's duopoly a free pass

economicpopulist.substack.com

 

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Naval flotilla explores new passage on Northern Sea Route

Only a few drifting icebergs could be seen as Russia, for the first time, sent naval vessels through the strait that separates Bolshevik Island from October Revolution Island.

www.thebarentsobserver.com

 

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Another strong week for industrial rail freight

Commodity tonnage and intermodal goods kept traffic on U.S. railroads surging in the latest week’s data.

www.freightwaves.com

DoorDash launches retail returns service, self-designed drones

DoorDash says it will offer retail customers the ability to return goods to local retailers in a further challenge to traditional couriers, and is launching its own drone delivery airline.

www.freightwaves.com

LA jury convicts 2 in $2M nationwide cargo theft ring using purchased trucking companies

A load of televisions left California bound for Florida but never arrived. Prosecutors traced that shipment into a much larger operation.

www.freightwaves.com

 

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Yields surge weighing on global equities and lifting DXY; JPY lags post-data - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

S&P 500 closes higher to start October as Treasury yields retreat from multiyear highs: Live updates

Stocks seesawed Thursday, with traders closely watching neck-breaking moves in Treasury yields.

www.cnbc.com

 

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Bancosta Weekly

https://www.hellenicshippingnews.com/wp-content/uploads/2026/09/Bancosta-Weekly-2026-39.pdf

Intermodal Weekly

https://www.intermodal.gr/wp-content/uploads/2026/09/intermodal-report-week-39-2026.pdf

 

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Scott Galloway: Selling After Trump's 2016 Win Cost Me 40% of My Stock Wealth — BigGo Finance

In a candid episode of The Prof G Pod, NYU Stern professor Scott Galloway puts a precise number on his most expensive mistake: liquidating his entire…

finance.biggo.com

 

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Weekly scrap market report

Copper Is Strong — But This Steel News Could Be Even Bigger

 

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Fearnleys Weekly

https://fearnpulse.com/

World Container Index - 24 Sep

24 Sep 2026: Drewry’s World Container Index (WCI) decreased 1% to $4,468 per 40ft container.

www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry fell to 3,113 Index Points on September 30, 2026, down 2.05% from the previous day. Over the past month, Baltic Dry's price has fallen 1.39%, but it is still 57.22% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for...

tradingeconomics.com

 

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S&P 500 closes higher to start October as Treasury yields retreat from multiyear highs: Live updates

Stocks seesawed Thursday, with traders closely watching neck-breaking moves in Treasury yields.

www.cnbc.com

 

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DXY under mild pressure into NFP; focus on EU proposal to release diesel from stockpiles - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

Stocks rise Friday after soft jobs data, Nvidia leads Nasdaq to intraday record

The Nasdaq Composite was higher for a third day Friday.

www.cnbc.com

 

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Transportation provider accused of hiding freight revenue from owner-operators

A proposed class-action lawsuit alleges a Michigan transportation provider systematically understated load values before calculating compensation owed to owner-operators.

www.freightwaves.com

Thieves clone $60K shipment, redirect 41,000 pounds of glycerin in Illinois

The driver apparently had no idea. Investigators say thieves manipulated transportation information to make the redirected shipment appear legitimate.

www.freightwaves.com

Savannah port project passes 60% complete mark

Georgia Ports passed a development milestone that’s part of a multi-billon-dollar bet on future growth.

www.freightwaves.com

 

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Lyft to pay $272 million in record-breaking settlement over drivers' compensation

Thousands of Lyft drivers will be eligible to get paid for lost wages and benefits from 2016 to 2020, when they would have been considered employees under California labor law.

calmatters.org

 

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Stocks gain as rate hike bets ease on soft NFP - Newsquawk US Market Wrap <!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

Stocks rise Friday after soft jobs data, Nvidia leads Nasdaq to intraday record

The Nasdaq Composite was higher for a third day Friday.

www.cnbc.com

 

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Ford fends off Hyundai to retain No. 3 U.S. sales position in third quarter

Ford on Friday reported a year-over-year sales decline of 6.6% during the third quarter to 507,395 light-duty vehicles.

www.cnbc.com

 

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Port Congestion Ties Up 12% of Global Global Container Shipping Capacity

Global shipping is not running short of ships. The bigger problem is that a growing share of them are getting caught in congestion. Roughly 12% of global container ship capacity...

gcaptain.com

 

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More volatility in the cattle markets | Weekly Livestock Market Update

 

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October 2026 Monthly

Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets, breaks down global capital markets, fx central banks, and macro trends daily.

www.marctomarket.com

 

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Restoring the Economics of Copper Processing

Copper processing economics are under pressure. Treatment and refining charges have turned negative as Chinese smelting capacity continues to outpace global mine supply, squeezing independent smelters worldwide and exposing the limits of current U.S. and allied policy responses.

www.csis.org