Subscribe →
The Merchant
+10,000 subscribers

The weekly briefing on global freight.

Every Thursday morning, 5 minutes to understand what's moving across ocean, air and land routes. Clear, sharp, actionable.

1 email
in your inbox
1 min
to read
1×
per week

Get The Merchant

Next issue ships Thursday. Want in?

✓

You're in.

First email lands in your inbox Thursday morning. See you soon!

207 issues5 years of analysis+10,000 subscribers0 sponsored content

What is The Merchant?

The Merchant is the weekly newsletter on international freight published by OVRSEA, a digital freight forwarder. Every Thursday morning, it breaks down ocean and air freight rates, vessel and aircraft capacity, ports, customs and the geopolitical risks that affect importers' and exporters' flows.

Published weekly for 5 years and signed by Arthur Barillas, CEO of OVRSEA, it is read by more than 10,000 supply chain professionals: logistics and transportation leaders, freight buyers, and executives at importing and exporting companies.

The newsletter comes in four language editions: The Merchant in English, Le Chargeur in French, El Expedidor in Spanish and Il Mercante in Italian. Subscribing is free, with no sponsored content; all past issues can be read on this page.

A peek at the latest edition

What you actually get.

The Merchant

Read the full edition →

What you'll get

A proven structure, built for shippers and freight buyers. No filler.

The number

A data point that matters

The market KPI of the week - freight rates, volumes, capacity - placed in business context.

The word

A term decoded

A supply chain concept explained clearly, straight to the point.

3 articles

The news that affects you

The three stories of the week that will hit your flows: geopolitics, capacity, regulation, tech.

Latest editions

A real look at what lands in your inbox every Thursday.

n°207 · September 23, 2026

The Merchant - Trans-Pacific rates near pandemic-era highs as Golden Week looms

  • 🚢 Trans-Pacific East Coast rates near pandemic-era highs as Golden Week looms
  • 📦 Overcapacity threat looms once again
Read →
n°206 · September 16, 2026

The Merchant - US customs tightens the net

  • ✈️ US shippers bear brunt of air cargo turbulence
  • 🚢 Carriers deploy blankings to stretch peak season
Read →
n°205 · September 10, 2026

The Merchant - Carrier discipline extends the trans-Pacific peak season, and Panama Canal delays reach the East Coast

  • 🚢 Carrier discipline leads to peak season payoffs
  • ✈️ Tight capacity counteracts seasonal air freight lull
  • ⚓ Panama Canal delays start to impact US East Coast
Read →
n°204 · September 2, 2026

The Merchant - String of typhoons batters supply chains

  • ✈️ Air freight spot rates shrug off falls in volumes
  • 💰 Coastal spread creates savings opportunity for shippers
Read →
n°203 · July 30, 2026

Middle East conflict raises new surcharge fears

  • 🚢 Shippers resigned over latest tariff shift
  • ✈️ Rising fuel costs pose new challenge for air freight
  • 🇺🇸 Middle East conflict raises new surcharge fears
  • 🤔 Did you know ?
Read →
n°201 · July 16, 2026

Judge warns that tariff refunds favor big companies

  • 🚢 Importers fear oil price effects of Iran standoff
  • ✈️ Air freight shippers brace for new surcharges
  • 🇺🇸 Judge warns that tariff refunds favor large companies
  • 🤔 Did you know ?
Read →
See 74 older editions

Frequently asked questions

What is The Merchant newsletter?

The Merchant is OVRSEA's weekly newsletter on international freight. Each issue analyses freight rates, ocean and air capacity, customs and the events shaping global supply chains, in a few minutes of reading.

Who writes The Merchant?

The Merchant is signed by Arthur Barillas, CEO of OVRSEA. Every issue lists its sources.

Is The Merchant free?

Yes, subscribing to The Merchant is free. The newsletter carries no sponsored content and you can unsubscribe in one click.

Who is The Merchant for?

Shippers: companies that move goods internationally. Supply chain and logistics leaders, transportation managers, importers and exporters, from SMEs to large groups.

Is The Merchant available in other languages?

Yes. The newsletter comes in four language editions: The Merchant in English, Le Chargeur in French, El Expedidor in Spanish and Il Mercante in Italian.

Got a question about your flows?

Ask it: the editorial team answers it in an upcoming edition, with the figures and the sources. One reader question per edition.

Ask your question →