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The Merchant
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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.

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

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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°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 →
n°200 · July 9, 2026

Bull run raises expensive questions for shippers

  • 🚢 Bull run raises expensive questions for shippers
  • ✈️ Full extent of air freight AI challenge underlined
  • 🇺🇸 Reliability takes hit due to early peak season
  • 🤔 Did you know ?
Read →
n°199 · July 2, 2026

Shippers prepare for new round of summer tariffs

  • 🚢 Falling inventory levels hand carriers a bonanza
  • ✈️ US air freight rates rise while seeing falls elsewhere
  • 🇺🇸 Shippers prepare for new round of summer tariffs
  • 🤔 Did you know ?
Read →
n°198 · June 25, 2026

Frontloading becomes “no brainer” for shippers

  • 🚢 Frontloading becomes “no brainer” for shippers
  • ✈️ Capacity crunch keeps a lid on shifts to air freight
  • 🇺🇸 Double trouble warning as surcharges wind down
  • 🤔 Did you know ?
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n°197 · June 18, 2026

Iran peace deal announcement greeted with caution

  • 🚢 Iran peace deal announcement greeted with caution
  • ✈️ Air freight shippers face long term capacity crunch
  • ✈️ Early surge may prove longer-lived than expected
  • 🤔 Did you know ?
Read →
n°196 · June 11, 2026

Shippers prepare for more tariff upheaval

  • 🚢 Frontloading drives early and brief peak season
  • ✈️ E-commerce demand adds to air freight pressure
  • 🇺🇸 Shippers prepare for more tariff upheaval
  • 🤔 Did you know ?
Read →
See 23 older editions