Category: China

Carriers Reroute as European Ports Buckle Under Congestion

European container terminals continue to face mounting congestion, triggering service reshuffles, extended inland delays, and spiking freight rates. At several key hubs, container yard density surpassed 80%, pushing carriers to adjust port calls and rethink network strategies in the heart of the ... Read more

Red Sea Return Scuttled by Houthi Vessel Sinking

The deadly July 7 attack on the Eternity C cargo vessel by Yemen’s Houthi rebels marks one of the most severe escalations yet in the Red Sea shipping crisis, reinforcing the view that this vital trade artery will remain off-limits for carriers through 2025.  The Red Sea, via the Suez Canal,... Read more

Europe Builds Momentum as Trans-Pacific Slowdown Deepens

Global container shipping is evolving rapidly, with Asia–Europe trade lanes showing fresh strength just as the transpacific market enters a significant slowdown. This divergence is creating new challenges and opportunities for shippers. On the Asia–Europe route, demand has been steadily ri... Read more

Tariff Pause Triggers Surge in Ocean Freight Rates – But Legal Roadblocks Lie Ahead

Container shipping lines are driving spot rates sharply higher, with the 2025 transpacific peak season likely to begin earlier than usual, fuelled by a surge in US imports from Asia. Spot rates on key routes are rising faster than during the pandemic-era boom. Carriers implemented general rate... Read more

Air Cargo Outlook Strengthens

Global air cargo demand continues to show signs of recovery, driven by seasonal trends, front-loaded shipments and shifting trade flows. However, market conditions remain volatile, with varying regional dynamics, capacity fluctuations and ongoing uncertainty. Air cargo demand, measured in carg... Read more

Court Ruling Challenges Trump’s Trade Strategy Amid Global Uncertainty

A U.S. federal court has ruled that President Donald Trump's sweeping "Liberation Day" tariffs are illegal — delivering what may prove to be a major blow to his trade policy agenda, or simply a temporary setback. On May 28, 2025, the United States Court of International Trade determined that... Read more

Tariff Pause Triggers Early Transpacific Peak Season

The 90-day suspension of US-China tariffs has delivered a sharp jolt to transpacific ocean freight, triggering an unseasonal spike in demand and pushing spot rates up significantly. This unexpected policy reprieve has not only created a narrow window of predictability for US importers, but als... Read more

March Airfreight Surge Sets Stage for Further Growth as US-China Trade Tensions Ease

Airfreight markets posted a record performance in March, with particularly strong activity on Asia, US, Europe and UK trade lanes. The surge, driven by shippers front-loading cargo ahead of anticipated US tariffs, has provided a benchmark for what could follow in the months ahead as recent tariff... Read more

Trump’s Red Sea Gambit

A dramatic shift in the Red Sea shipping crisis may be underway following US President Donald Trump’s announcement that Houthi militants have agreed to halt their campaign against commercial vessels. His declaration has sparked hopes of restored freedom of navigation through one of the world... Read more

Transpacific Air and Sea Downturns amid Capacity Volatility

As demand falters on both sides of the transpacific, container and air freight flows are facing extreme volatility, with sharp drops in bookings and vessel space coinciding with sweeping tariff changes and regulatory disruptions. The number of blanked sailings has surged, with the share of Asi... Read more

New US Port Fees Target Chinese and Non-Chinese Carriers

New US port fees aimed at Chinese-owned and Chinese-built ships are set to begin in October 2025, challenging China's dominance in shipbuilding and shipping, while attempting to bolster the US maritime industry. Under the new structure, Chinese ship owners and operators face charges starting a... Read more

Tariff Tensions Drive Short-Term Freight Surges and Long-Term Uncertainty

Global freight markets remain under pressure as shifting US tariff policies continue to disrupt established trade patterns, prompting divergent responses across air and sea freight markets. While immediate demand surges have driven up short-term pricing, underlying market dynamics suggest a volat... Read more