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...
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The Rising Risks of Customs Valuation and Tariff Compliance
For importers under pressure to manage margins amid rising tariffs, compliance missteps, even unintentional ones, can trigger severe penalties, criminal sanctions, and lasting reputational damage.
Recent high-profile cases show that even the most established brands are not immune. At one major...
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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...
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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...
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New Tariffs and the End of De Minimis
On 2 April 2025, President Donald J. Trump announced sweeping new tariffs, targeting approximately 60 countries, with China singled out for the most severe action. In response to retaliatory tariffs from Beijing, the United States escalated its own duties, ultimately imposing a 125% tariff on all...
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Tariff turmoil threatens US importers as China trade takes a hit
After weeks of speculation, US President Donald Trump has sharply escalated tariffs on Chinese goods to 125%, while simultaneously offering a 90-day reprieve to other trading partners.
The baseline tariff of 10% applies to imports from all countries other than China, including the EU. This rat...
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US Tariff Developments and Global Trade Reactions
Further to our recent update on the major changes to US tariffs (link), the global trade landscape remains highly fluid, with the situation evolving rapidly.
Last Wednesday, 2nd April, President Donald Trump announced a comprehensive tariff strategy, imposing a universal 10% tariff on all impo...
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Major US Tariff Changes
On 2 April , President Trump unveiled sweeping new tariffs that will have global implications for international trade.Â
These measures mark the most significant restructuring of U.S. tariff policy in decades and they will impact many businesses, irrespective of whether they trade with the Uni...
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US Auto Tariffs Threaten European Carmakers
From the 2 April the US will impose a 25% tariff on all imported cars and light trucks. The tariffs, unveiled in a 26 March White House proclamation, are being implemented in phases, with vehicle components including engines and transmissions following on 3 May.
The decision to impose blanket ...
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Shipping at Risk from $1.5M Port Charge
To combat China’s dominance in shipbuilding and revive the US maritime sector, a sweeping proposal from the Trump administration to penalise container ships built in China has sent shockwaves through the global shipping industry. The policy would levy up to $1.5 million per port call on Chinese...
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Sea Freight Market Review
The global ocean freight market is undergoing a period of transition in 2025, influenced by regulatory changes, shifting trade patterns, and evolving carrier alliances. While demand remains strong in key regions, rate volatility persists due to supply chain disruptions and excess capacity.
The...
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Air Freight Market Review
The global air freight market in February and early March reflected moderate year-on-year (YoY) growth, with total worldwide tonnages up 5% in February and 2% higher YoY in early March.
However, market dynamics remain volatile, influenced by shifting trade policies, geopolitical factors, and e...
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