Tariffs, ILA tension, early Lunar New Year boost Q1 trans-Pacific forecast Most US retailers say they have frontloaded sufficient inventory from Asia to get them through the first quarter, but planning import volumes and supply chains beyond that point remains problematic. Source link
The considerable intermodal ocean volumes that ordinarily would have moved in 2025 have likely been pulled forward into 2024, writes analyst Larry Gross. Source link
Extended voyages around southern Africa are currently tying up both refrigerated equipment and vessel capacity, making reefer shippers particularly vulnerable to disruptions. Source link
Despite a glut of capacity on the water, Suez Canal diversions and healthy volumes will keep container shipping vessel supply tight, analysts predict. Source link
With volumes likely to increase again in 2025, new port infrastructure across the region should help maintain fluidity throughout the coming year. Source link
Mexico curtails duty-free fulfillment option for apparel, textile importers The action, announced last week, is likely to result in US e-commerce brands shifting their fulfillment back to the US or switching to fulfillment providers in Asia, sources have told the Journal of Commerce. Source link
The market’s normal tranquility is threatened by President-elect Donald Trump’s promise to raise imports tariffs, as well as a potential second strike by the International Longshoremen’s Association. Source link
Industry observers believe carriers on the trade lane could struggle to manage the huge influx of capacity, thus forcing them to undercut each other on pricing to maximize loadings. Source link
Red Sea to dominate Asia-Europe ocean trade again in 2025 Carriers have penciled in a return to the Red Sea and Suez Canal for the second half of the year, and some analysts are also using that as a baseline for their market outlooks, but the reality is that no one knows. Source link
Red Sea to dominate Asia-Europe ocean trade again in 2025 Carriers have penciled in a return to the Red Sea and Suez Canal for the second half of the year, and some analysts are also using that as a baseline for their market outlooks, but the reality is that no one knows. Source link
