How a Handful of Carriers Shape the Cost of Shipping From China to Europe
The price of moving a single 40ft container from China to Northern Europe has swung from roughly 1,500 US dollars before the pandemic to more …
Logistics & Supply Chain
Logistics, shipping, last-mile delivery, fulfillment, warehousing, and supply chain in commerce.
Retailers Race a July 24 Tariff Cliff as Ocean Freight Rates Finally Cool
U.S. retailers are on track to move a record 2.47 million containers through the nation’s ports this month, even as ocean freight rates finally start …
Amazon Now Turns On 30-Minute Delivery for Millions, Guns for Tens of Millions
Amazon is switching on its 30-minute delivery service, Amazon Now, for millions of shoppers, and this morning the company reaffirmed the bigger goal behind it: …
Ukraine drones hit Wildberries warehouses: sellers face uncovered losses
Ukrainian drones struck two Wildberries fulfillment centers on July 18, killing at least eight workers and wiping out an estimated 10 to 15 percent of Russia’s biggest marketplace’s warehouse capacity. A force-majeure clause may leave third-party sellers to absorb the loss.
Why retail logistics capex stays flat while automation’s share climbs this earnings season: 3 signals
Retail and logistics capex is likely to stay flat this earnings season while automation’s share of spend rises. UPS on July 28 and Amazon on July 30 are the first live tests.
Why warehouse automation is likely to headline retail’s Q2 2026 earnings: 3 capex signals
Fulfillment-automation capex is on track to be the defining margin story of retail’s Q2 2026 earnings season, which opens with Amazon on July 30 and runs through Walmart on August 20. Three fresh signals suggest robotics-driven unit-cost gains, not pricing, will carry the quarter.
Why standalone automated grocery fulfillment is losing the US market: 3 signals and an Ocado reset by 2027
Kroger’s mid-June quarter shows store-based fulfillment beating the automated central warehouse in the US. Three signals point to a likely Ocado strategic reset by spring 2027.
India quick commerce grows 40% as dark stores jump 48%: boom meets drought
A new Equirus report shows India’s quick commerce market expanding about 40 percent a year, with the combined dark store network of Blinkit, Swiggy Instamart and Zepto up nearly 48 percent to 5,026 sites. The surge collides with a record-dry June and a fresh assault from Amazon and Flipkart.
Why US grocery delivery races to 15 minutes before year-end 2026: 3 nano-fulfillment signals
The US instant-delivery frontier is compressing from 30 minutes toward 15, and the fight is moving from apps to owned nano-fulfillment. Three signals point to sub-15-minute launches and a US dark-store buildout wave before year-end 2026.
Why India’s quick commerce pivots from land grab to margin in H2 2026: 3 signals
India’s quick-commerce land grab likely turns to a margin pivot by the September 2026 quarter, with Zepto’s July-to-September IPO the most probable trigger. Three independent signals across Blinkit, Swiggy Instamart, and Zepto point to decelerating dark-store growth before year-end 2026.