Shifting freight rates, changing trade alliances, and geopolitical tensions are reshaping global logistics. While long-term contract rates rise despite falling spot rates, container production is set to decline, and new regulations are redefining competition. How will these shifts impact supply chains?

The ocean freight market is facing significant turbulence, with spot rates dropping sharply, new trade dynamics forming, and geopolitical shifts impacting global shipping routes. Major alliance restructures are further reshaping capacity and competition. From the Suez Canal’s recovery efforts to shifting carrier strategies and overcapacity concerns, this edition explores the key developments shaping the industry.

The ocean freight industry is at a pivotal moment. Climate policies are reshaping operations, with mid-term measures from the IMO and the EU ETS driving sustainability. Yet, 2024 is also one of the most profitable years in container shipping history, showcasing a delicate balance between green investments and financial performance. Meanwhile, the return of HMM to the Transatlantic trade adds a layer of complexity as alliances shift.

The logistics landscape is facing significant shifts, from stricter EU regulations and rising fuel costs to global supply chain disruptions. These changes bring both challenges and opportunities. Dive into our latest market update to explore key developments and how they may impact your business.

The container shipping industry is entering a critical period, with volatile rates, record-breaking ship orders, and new regulations on the horizon. As Chinese New Year and (possible) rate hikes approach, shipping companies are preparing for increased demand and new market challenges. This month’s update explores how these changes will impact the future of ocean freight.

Spot container freight rates on major East-West trades are experiencing a decline with the upcoming Golden Week, but the pace is slowing. While certain routes see significant drops, long-term contract rates tell a different story, indicating potential changes ahead. As major alliances prepare for shifts and strikes lurk, it’s essential to stay informed.