n°210 · October 15, 2026
The Merchant - Carriers plot GRIs, AI squeezes air capacity
- 🚢 Ocean carriers plot GRI salvo
- ✈️ Shippers warned AI demand will add to capacity crunch
- 💵 Tariff refund dollars may have outsized market impact
- Did you know?
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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.
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The market KPI of the week - freight rates, volumes, capacity - placed in business context.
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The three stories of the week that will hit your flows: geopolitics, capacity, regulation, tech.
A real look at what lands in your inbox every Thursday.
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.
The Merchant is signed by Arthur Barillas, CEO of OVRSEA. Every issue lists its sources.
Yes, subscribing to The Merchant is free. The newsletter carries no sponsored content and you can unsubscribe in one click.
Shippers: companies that move goods internationally. Supply chain and logistics leaders, transportation managers, importers and exporters, from SMEs to large groups.
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.
Ask it: the editorial team answers it in an upcoming edition, with the figures and the sources. One reader question per edition.