14/07/2026
Vietnam's agricultural, forestry, and fishery exports reached USD 35.88 billion in the first half of 2026, but reaching the USD 100 billion mark before 2030 requires growth exceeding 15% per year — forcing the industry to shift from the model of expanding output to integrated logistics management that preserves the value of agricultural products.
30/06/2026
Ocean Alliance adds the Port of Gdańsk (Poland) to its AEU7 service with a direct Cai Mep – Gdańsk leg, opening a direct trade gateway for Vietnamese goods into the 100-million-person Central and Eastern European market, without routing through Rotterdam or Hamburg.
23/06/2026
Brent oil prices broke below the USD 80/barrel mark for the first time since March 2026 following the US-Iran agreement to reopen the Strait of Hormuz, but Asia-US maritime freight rates jumping 51% in a single week may affect the cost benefits of synthetic rubber for the tire export industry.
15/06/2026
Cước biển đi Mỹ tăng 51% trong một tuần, USTR đề xuất Mục 301 mức 12,5% với Việt Nam, sắc lệnh "Strengthening Customs Enforcement" siết quy trình kiểm tra – dệt may Việt cần dịch chuyển trọng tâm từ tốc độ giao hàng sang tuân thủ truy xuất nguồn gốc.
11/06/2026
MSC's Ochna service connecting Hai Phong – Ho Chi Minh City directly with North China's port cluster marks the shift of the Southeast Asian logistics axis toward the Singapore – Vietnam – Indonesia distribution triangle, where Vietnam takes on the role of an intra-regional distribution platform.
04/06/2026
Vietnam's manufacturing PMI in May 2026 reached 52.8 points — the highest since before the Middle East crisis — while the PSS surcharge on the North America route climbed to USD 2,000/FEU, creating an "inside warm, outside cold" paradox that forces export enterprises to shift their model.
25/05/2026
The energy crisis is not the root cause but the catalyst exposing the asymmetry in resilience between the FDI bloc and private enterprises in the "dual economy."
20/05/2026
Với ngành điện tử, chi phí logistics chỉ chiếm 1–3% giá trị lô hàng nhưng rủi ro downtime do đứt gãy lead-time có thể gây thiệt hại hàng chục nghìn USD mỗi giờ – buộc doanh nghiệp dịch chuyển tư duy từ Cost per Unit sang On-Time Delivery thông qua kiến trúc logistics tích hợp.
15/05/2026
When the Drewry WCI reversed course with a 3% rise in early May 2026 and shipping lines simultaneously imposed PSS and GRI, the "sale hunting" tactic through spot rates is revealing structural risks — and the real equation lies in the capability to manage the forwarder vendor portfolio
