Who, why, how
About
Who
Asia Trade Intelligence is written by Jhohan Ganeshananda, based in Deerfield Beach, Florida.
The newsletter tracks the forces reshaping global trade — manufacturing relocation, port activity, freight rates, tariffs, and geopolitical risk — with the goal of surfacing signal before disruptions become headlines.
It combines research, data, and direct insight from people working the lane to understand the logistics and supply-chain dynamics connecting the countries involved, looking past headline numbers to what's actually happening in manufacturing, sourcing, trucking, warehousing, ports, and freight movement.
Why this lane
The Asia-US container trade runs heavily in one direction. Eastbound volume dwarfs westbound, and a large share of the equipment carrying it goes back empty. That imbalance shapes rates, capacity, and equipment availability for everyone working the lane, and it moves faster than the reporting on it.
Most of what gets published about these ports is a carrier or terminal operator's own announcement, repeated. This newsletter reads the primary numbers, names where they came from, and says plainly when they do not add up.
The first issue is an example. Jebel Ali's volume fell by 4.63 million TEU in a single half-year. The obvious assumption is that the cargo went to India. The numbers say about 11% of it did. Nobody had written down where the other 89% went, so that became the story.
How it's written
Four rules, and they don't bend.
Every figure is attributed.
Named publication, named date. If you want to check it, you can.
Conflicts are named, not resolved.
When two credible sources report different numbers, both appear. Picking one and presenting it as settled is how bad figures spread.
Thin reporting is labeled as thin.
If there is only one source on something, the issue says so.
Nothing here is a forecast or a commercial recommendation.
This is research. What you do with it is your call.
Cadence
Deep dive on the India-US lane.
Signals from across Asia. Short, sourced, one observation each.
Interview, Q&A, or lighter analysis.
Corrections
If something here is wrong, say so and it gets corrected in the next issue with a note explaining what changed. Contact details are on the next page.
Contact →