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Werner Enterprises Posts Highest Revenue Per Truck Growth in One-Way Segment in a Decade CMA CGM and Stonepeak Launch United Ports LLC in $2.4 Billion Terminal Joint Venture UPS shift away from Amazon shows bigger payoff Lanesurf: 62% of Loads Get Vetted Carrier Offers Before Brokers Arrive India-China Border Trade Via Lipulekh Resumes Aug 1; China Permits 20 Traders Geopolitics Drives CMA CGM Q2 Profit Surge of 42% as Volumes and Rates Climb Benchmark Diesel Price Rises Third Week as Futures Plunge; Spread Hits Record Indian Government Limits Sugar Dealers to 400 Tonnes Stock Until November to Curb Hoarding Tenants signing longer leases for larger warehouses as 3PLs lock in capacity US stock market flat as S&P 500 and Dow barely move, Nasdaq slides over 1% on chip rout Werner Enterprises Posts Highest Revenue Per Truck Growth in One-Way Segment in a Decade CMA CGM and Stonepeak Launch United Ports LLC in $2.4 Billion Terminal Joint Venture UPS shift away from Amazon shows bigger payoff Lanesurf: 62% of Loads Get Vetted Carrier Offers Before Brokers Arrive India-China Border Trade Via Lipulekh Resumes Aug 1; China Permits 20 Traders Geopolitics Drives CMA CGM Q2 Profit Surge of 42% as Volumes and Rates Climb Benchmark Diesel Price Rises Third Week as Futures Plunge; Spread Hits Record Indian Government Limits Sugar Dealers to 400 Tonnes Stock Until November to Curb Hoarding Tenants signing longer leases for larger warehouses as 3PLs lock in capacity US stock market flat as S&P 500 and Dow barely move, Nasdaq slides over 1% on chip rout
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crop impact

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Clouded under El Nino skies: India monsoon deficit, El Nino intensity raise crop risk for commodities Commodities
Agricultural #el nino#weather

Clouded under El Nino skies: India monsoon deficit, El Nino intensity raise crop risk for commodities

The 2026 South-West monsoon in India has opened with a 40% deficient rainfall in June, while El Nino conditions intensify with SST anomaly reaching 1.7°C. The Indian government has launched an emergency plan to protect crops in 315 districts. The Indian Ocean Dipole is swinging negative, adding to concerns for agriculture and commodity markets.

Jul 4, 2026 1 source
India Prepares District-Level Contingency Plans as Rainfall Deficit Reaches 40% Commodities
Agricultural #india#rainfall deficit

India Prepares District-Level Contingency Plans as Rainfall Deficit Reaches 40%

India is experiencing a 40% rainfall deficit, prompting the government to activate district-level contingency plans. Agriculture Commissioner PK Singh highlighted improved irrigation infrastructure since the 2015 El Niño and adequate rice and wheat reserves. Farmers may shift to pulses due to delayed monsoon, with imports possible if shortages arise.

Jun 23, 2026 1 source