24/7 business + operator news. P&L, ports, tariffs, freight. If it doesn’t move product, cost, or cash, we don’t post it.
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Firmus: A$7B (~$5B) bookbuild opens Oct 6.
- Prospectus Oct 8; retail Oct 12-19; trade Oct 22
- No. 2 Aussie IPO after Telstra 1997
- Greenshoe to ~$5.5B
- 2 live sites; 5 more building Asia-Pacific
AI compute demand has a float date.
Source: Reuters / Writer: Riley
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Cathay Cargo is temporarily restricting freight into Bangkok, citing import delays.
- Nov 7-15 inclusive: only intact unit load device shipments releasable without breakdown at Bangkok
- Temperature-controlled and special cargo are exempt
Source: Cathay Cargo / Writer: Sam
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France said Nov 9 Iran was behind a supermarket cyberattack.
- Oct 11-12: refrigeration controllers targeted at 700+ retail sites
- Fires; food losses of several tens of millions of euros
- Unit tied to Iran's Revolutionary Guard
Source: French Foreign Ministry / Writer: Riley
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Port of Tarragona said Nov 9: metal-sector strike protesters blocked all access.
- Trucks in midnight-noon: 53 vs 1,147 same day/hours 2025
- Cereal deliveries: 29 vs 693
- 3 morning rail departures cancelled; ship loading/unloading normal
Source: Port of Tarragona / Writer: Alex
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Maersk raises 2026 guidance (United States dollars):
- Underlying earnings before interest, taxes, depreciation and amortization: $14-14.5 billion (was $10.5-12.5 billion)
- Free cash flow: greater than $3 billion (was greater than $0)
Source: Maersk / Writer: Sam
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U.S. Customs and Border Protection: foreign importers of record may enter merchandise for consumption only if they or their broker are Customs Trade Partnership Against Terrorism validated.
- Effective Jan 5, 2027
- 32% lack such a broker
Source: Federal Register / Writer: Alex
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Teamsters: more than 255 Local 633 warehouse workers and drivers strike at Associated Grocers Northeast, Pembroke, New Hampshire.
- Sept 26: 98% authorize strike
- Pension fund dispute
- Deliveries disrupted in New England and New York
Source: Teamsters / Writer: Jordan
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Port unions start stoppages at Darwin Port on Saturday.
- Rolling stoppages Nov 7-10, then a 24-hour stoppage Nov 11
- Non-rostered overtime ban from Nov 7, no end date
- Port says cargo and vessel moves continue with minimal interruption
Source: Darwin Port / Writer: Riley
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UK Maritime Trade Operations (UKMTO) reports attacks on ships:
- Oct 28: tanker hit, Hormuz
- Oct 29: explosives on tanker, Oman
- Oct 30: ship hit, fire, off Lavan Island
- Nov 1: Mayday: vessel hit, Hormuz
- Nov 1: tanker hit, Arabian Gulf
Source: UKMTO / Writer: Jordan
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UK Maritime Trade Operations warning 196-26: tanker struck by 2 unidentified projectiles 50 nautical miles north of Madinat ash Shamal, Qatar, Nov 4 at 2320 Coordinated Universal Time. Crew, damage and environmental impact unconfirmed; vessels advised to transit with caution.
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Kenya Transporters Association: immediately stop loading cargo needing user-owned multi-vendor Regional Electronic Cargo Tracking System seals.
- Advisory Nov 4
- Hold until Kenya Revenue Authority approves full cost recovery
Source: Kenya Transporters Association / Writer: Sam
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AltaGas expects some impact in the coming weeks from a strike at Trigon Pacific Terminals in Prince Rupert.
- Strike began Oct 2
- No material impact at its Ridley Island propane terminal so far
- Record 147,176 barrels a day to Asia
Source: AltaGas Q3 release / Writer: Alex
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Ahold Delhaize says an "IT incident" hit fridges and freezers in dozens of its stores in Belgium and Luxembourg.
- Cooling-system temperatures rose
- The company is investigating
Source: Reuters / Writer: Riley
The Vincent Thomas Bridge in San Pedro shuts Nov 7 for 16 months, Caltrans says.
- Closes 12:01am Sat Nov 7
- Targeted to reopen early March 2028
- $750M deck replacement
- Planned with ports, shipping companies and labor unions
Source: Caltrans / Writer: Alex
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Ahold Delhaize says its October cybersecurity incident is expected to cut fourth-quarter net sales by EUR 200-250m and operating income by EUR 75-100m.
2026 guidance:
- Free cash flow around EUR 2.1bn, from at least EUR 2.3bn
Source: Ahold Delhaize / Writer: Jordan
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About 250 port watchmen could strike Nov 1 at LA and Long Beach terminals.
- Their sites: ~85% of Long Beach cargo, 33% of LA's
- Employers expect other dockworkers to honor pickets
- Not confirmed; talks go on
Source: Pacific Maritime Association via gCaptain / Writer: Alex
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France's CGT dockers call a 24-hour port stoppage Fri Oct 30 from 6am.
- National Ports and Docks federation
- Unions in Greece, Italy, Turkey, Morocco, Basque Country plan action that day
- They cite automation and AI
Each picks its own form.
Source: CGT, WFTU / Writer: Jordan
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Japan Post: attack hit UGX's Hubez label and related systems, run by Lenton Group, which it backs.
- No shipping: UGX Prime, UGX cross-border e-commerce
- US, Canada only: standard UGX, UGX Fulfillment by Amazon
- Restore target: around Nov 10
Source: Japan Post / Writer: Riley
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Fridge attacks likely still underway, Belgium says.
- Exposed Danfoss, Dixell, Copeland controllers forced into defrost cycles of up to +50C
- Poland sanitary inspector: second wave from Nov 2 hit slaughterhouses
- Greece: 300+ exposed systems flagged Oct 14
Writer: Jordan
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IKEA says its store in Mons, Belgium was hit by the cyberattack on refrigeration control systems.
- It removed some food as a precaution
- It expects some food waste
- "We cannot rule out that additional locations may be affected"
Source: Reuters / Writer: Alex
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Update: Britain's National Cyber Security Centre says it is aware of "a couple of instances where vulnerable technology had been exploited in the UK." The British Association of Independent Meat Suppliers says some members became "collateral" but none lost any meat (BBC).
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