Kilambi News
Saturday, October 10, 2026

Also notable: Maersk surcharges, Panama slots, LNG carrier deals

Commodities Saturday, October 10, 2026 · Updated Oct 10, 2026 07:11

Maersk raised UK and Ireland inland fuel surcharges on Middle East conflict costs, Panama auctioned 558 transit slots for early 2027, and old LNG carriers kept changing hands.

Why it matters: The smaller items trace the freight and LNG-fleet adjustments still rippling out of the shipping crunch, plus the farm-policy money moving alongside the WASDE reset.

Data as of October 8-9, 2026; single-sourced items flagged per item.

Maersk raised inland fuel surcharges for the UK and Ireland, citing the cost of fuel amid the Middle East conflict, another sign the tanker and container squeeze is landing on door-to-door rates rather than just port-to-port. Single-sourced to Marine Insight.

The Panama Canal put 558 transit slots covering January to April 2027 up for sealed bids, the authority’s mechanism for pricing through its drought-restricted capacity into next year. The auction lands as vessels keep diverting to the Strait of Magellan, where transits ran more than 70 percent above last year in August and September. Single-sourced to Marine Insight.

Older LNG carriers keep changing hands in a hot secondhand market, Splash247 reported, as buyers chase tonnage while the fleet shortage that has defined this year shows no sign of ending. The trade is the LNG mirror of the crude tanker crunch: buy the ship because you cannot wait for a new one. Single-sourced.

Tokyo Gas moved into Indonesian inter-island LNG shipping, extending the utility’s presence into domestic distribution in the archipelago, a small but real structural addition to Southeast Asian LNG logistics. Single-sourced to Splash247.

Four-hour battery storage is now cheaper than gas peakers across global markets, Wood Mackenzie analysis via Utility Dive finds, a demand-side turn in the gas story: every peaking project that chooses batteries over gas turbines is future gas demand that will not materialize. Single-sourced to Utility Dive.

USDA announced $1.8 billion in 2026 conservation program payments, a parallel stream of farm-economy money alongside the record ARC/PLC safety net payouts, and the October citrus outlook kept Florida and Texas orange production forecasts on the morning reports, both released October 9. The USDA items come via official releases.

US Customs started paying out IEEPA tariff refunds for finally liquidated entries, Supply Chain Dive reported October 8, the mechanical start of returning duties collected under the now-invalidated tariff regime, with read-throughs for metals and manufactured input costs still being litigated in federal court. Single-sourced to Supply Chain Dive.

Sources

  1. Maersk Raises UK & Ireland Inland Fuel Surcharges Amid Middle East Conflict · Marine Insight · 2026-10-09
  2. Panama Canal Puts 558 Transit Slots Up For Sealed Bids Covering January To April 2027 · Marine Insight · 2026-10-09
  3. Old LNG carriers keep changing hands · Splash247 · 2026-10-09
  4. Tokyo Gas moves into Indonesian inter-island LNG shipping · Splash247 · 2026-10-09
  5. 4-hour storage cheaper than gas peakers across global markets: WoodMac · Utility Dive · 2026-10-08