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Navigating Rising Rates and Tightening Capacity on the Trans-Pacific Trade
Global demand is pivoting sharply toward the Asia-U.S. corridor as the 90-day U.S.–China tariff reprieve drives front-loaded orders and carriers rush to monetise tightening space. The ripple effects—steep spot-rate hikes, selective capacity redeployments, and renewed fears of West Coast congestion—are already visible and will define bookings through the July peak. Rates & Surcharges Major […]
June Sparks Further Rate Surge on Asia–Latin America Trade
In this LATAM Market Update, we continue to examine how the abrupt U.S.–China tariff suspension is reshaping Asia-to-Latin America container flows—driving capacity cuts, congestion, and record rate hikes. Global container networks absorbed a sudden shock on 12 May when Washington and Beijing agreed to a 90-day suspension of “reciprocal” tariffs, slashing duties that had […]
LATAM Space Squeeze as Carriers Divert Vessels to Transpacific Routes
We are writing to share an important market update for shippers moving cargo from Asia to Latin America. A rapid escalation in China–U.S. demand following the 12 May suspension of certain reciprocal tariffs has triggered a sharp redeployment of tonnage to Trans-Pacific loops.
Early Peak Season Brings Rate Increases and Capacity Challenges
In this week’s market update, we analyze the early start to the Asia-to-US peak season, marked by soaring spot rates, capacity constraints, and revised service rotations.
Strong Global Demand, Rail Challenges, and US Market Volatility
This week’s market update explores key trends shaping global trade and logistics. Global container volumes recorded significant growth in early 2024, reflecting rising demand for shipping services, while a sharp increase in trans-Pacific spot rates is driving urgency in contract negotiations.
US Ports See Increased Activity Amid Spending Growth
This week’s market update analyzes key economic and trade trends shaping the logistics landscape. US consumer spending trends reveal increased demand for durable goods and recreational products, offering insights into containerized cargo patterns. Meanwhile, the IMF’s latest projections forecast steady global economic growth with notable resilience in trade for 2024-2025.
Clarifying FMC Rules, Reducing Blank Sailings, and Market Shifts
This week’s market update highlights critical changes across global shipping. The FMC’s new detention and demurrage rules prompt calls for clarification from carriers, while Gemini Cooperation moves to improve schedule reliability by eliminating blank sailings.
Carriers Navigate Red Sea Crisis and Rail Congestion Risks
This week’s market update dives into critical disruptions and strategic shifts shaping the logistics industry. The Red Sea crisis has unexpectedly stabilized freight rates by absorbing overcapacity, though warnings persist about future rate pressure once the situation resolves.
Port Expansions, Service Restarts, and Rate Strategies Shaping 2024
This week’s market update highlights significant developments across global trade lanes as we head into 2024. Maersk’s trans-Pacific service resumes to address early import surges, while THE Alliance reinstates suspended routes amidst rising demand.
TPM24 Insights and US Retail Forecast Signal Strong Market Trends
This week’s market update highlights key developments shaping the logistics industry, focusing on capacity stability, evolving trade strategies, and resilient market demand. Despite ongoing disruptions in the Red Sea, capacity balancing on major trade routes remains stable as carriers deploy additional vessels.
