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Maersk raised its 2026 underlying EBITDA guidance to $14 billion to $14.5 billion, its third upgrade this year. Freight rates rose 46% from the prior quarter, driven by port congestion and AI-related industrial cargo demand, while ocean volumes were largely flat.
Higher container freight rates driven by congestion raise the cost of importing feed ingredients, though analysts expect these elevated rates to fade as ships return to Suez.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.