The LATAM Market Begins to Rebalance

With the first half of 2026 now behind us, the Asia–Latin America market is entering a new phase. The extraordinary surge in demand and freight rates witnessed over the past two months is gradually easing as carriers restore capacity and market fundamentals rebalance. Nevertheless, the arrival of the traditional third-quarter shipping season, together with year-end […]
Transpacific Lane Peak Season Enters a New Phase

In the first half of July, the Transpacific market is transitioning into a more balanced phase following the aggressive rate increases implemented at the beginning of the month. While overall demand remains supported by the traditional peak shipping season and continued front-loading by U.S. importers, market dynamics are becoming increasingly differentiated across individual trade lanes. […]
Asia Latin America Freight Focus Capacity and Operational Challenges

The Asia–Latin America trade remains one of the strongest performing markets entering the second half of June, although signs of gradual normalization are beginning to emerge. Capacity reductions implemented throughout May continue to impact vessel availability, keeping most services fully utilized into early July. At the same time, carriers are actively introducing extra-loader vessels and […]
Europe Shipping Briefing Carrier Discipline Continues

The Asia–Europe trade continues to demonstrate resilient market fundamentals, with vessel utilization remaining healthy and carriers maintaining a disciplined approach to both pricing and capacity deployment. While the recent peace agreement between Iran and Israel has eased some geopolitical concerns and reduced longer-term freight expectations, near-term demand has remained stable and continues to support current […]
Europe Shipping Outlook Demand Rebuild Meets Inland Constraints

The Asia–Europe market has entered June with improving demand fundamentals and renewed carrier confidence. Following a relatively balanced second quarter, cargo volumes have begun to strengthen as contract cargo, retail replenishment, and manufacturing-related shipments gradually return to the market. While carriers continue to pursue rate restoration initiatives, overall market conditions remain more stable than those […]
Market Intelligence Asia to LATAM June Briefing

The Asia–Latin America market has maintained strong momentum entering June, supported by continued carrier capacity discipline, multiple rounds of surcharge implementation, and resilient cargo demand across Mexico, West Coast South America, Caribbean, Central America, and East Coast South America trade lanes. While carriers have introduced selective additional sailings and extra-loader vessels, effective capacity remains constrained […]
Transpacific Shipping Update Demand Strength Meets Limited Capacity

June has begun with a markedly different market dynamic compared with the second quarter. Multiple rounds of GRIs and Peak Season Surcharges have gained traction, vessel utilization has strengthened across most services, and carriers are exercising tighter control over capacity allocations. While additional sailings have been introduced to support demand, available space remains limited on […]
Tight Space Conditions Persist Across LATAM Trade

The Asia to Latin America market has tightened significantly entering the second half of May, with carriers continuing to maintain a strong upward pricing stance supported by heavy overbooking conditions, equipment shortages, and operational disruption across several LATAM gateways. Compared with earlier months, carriers are now showing greater discipline in allocation control, while cargo demand […]
Reading the Asia Europe Shipping Cycle

The Asia to Europe market has entered another round of carrier-led rate restoration attempts heading into June. Carriers continue to demonstrate stronger pricing discipline compared with earlier months, while capacity management remains active across both OA and PA alliances. Market sentiment has become more bullish following the latest June opening levels released by major carriers, […]
Space Before Rates The New Transpacific Reality

The transpacific market continues to strengthen entering the second half of May, with carriers successfully implementing another round of rate increases while space conditions tighten rapidly across most export gateways in Asia. Compared with April, blank sailings have reduced significantly, but this has not translated into easier booking conditions as cargo demand accelerated sharply following […]