Category: General

Transatlantic Air Cargo: Calm Surface, Hidden Currents

The transatlantic air cargo market may appear steady, with stable capacity and rates, but beneath this surface calm, subtle shifts are reshaping flows, costs, and opportunities, especially on niche routes like Canada–Europe and Mexico–Europe. While wide-body and freighter capacity from Eur... Read more

Red Sea Return Scuttled by Houthi Vessel Sinking

The deadly July 7 attack on the Eternity C cargo vessel by Yemen’s Houthi rebels marks one of the most severe escalations yet in the Red Sea shipping crisis, reinforcing the view that this vital trade artery will remain off-limits for carriers through 2025.  The Red Sea, via the Suez Canal,... Read more

Court Ruling Challenges Trump’s Trade Strategy Amid Global Uncertainty

A U.S. federal court has ruled that President Donald Trump's sweeping "Liberation Day" tariffs are illegal — delivering what may prove to be a major blow to his trade policy agenda, or simply a temporary setback. On May 28, 2025, the United States Court of International Trade determined that... Read more

UK Strikes Trio of Trade Deals in May

The UK government has made major strides in strengthening its international trade relationships this May, concluding three key agreements with India (6 May), the United States (8 May), and the European Union (19 May). These agreements could reshape trade routes and sourcing decisions, reduce c... Read more

Tariffs, Complexity and Opportunity

As the United States recalibrates its tariff landscape, importers (and DDP exporters) are navigating a rapidly shifting environment. With Section 301 tariffs on Chinese goods still firmly in place, it has never been more critical to understand which tariffs apply and how to calculate them. In ... Read more

Cargo Rush Sparks Port Congestion and Equipment Shortages

The recent 90-day pause on US tariffs on Chinese imports has sparked a dramatic surge in demand, as American importers scramble to front-load shipments ahead of the 14 August deadline. The demand spike is now placing considerable pressure on supply chains across Asia and Europe, threatening to di... Read more

US Port Fees on Chinese-Built Vessels

The United States Trade Representative (USTR) has finalised a revised plan to impose port fees on Chinese-built containerships calling at US ports. This follows the reintroduction of the SHIPS for America Act, part of President Donald Trump’s broader push to revive the US shipbuilding indust... Read more

Trump’s Red Sea Gambit

A dramatic shift in the Red Sea shipping crisis may be underway following US President Donald Trump’s announcement that Houthi militants have agreed to halt their campaign against commercial vessels. His declaration has sparked hopes of restored freedom of navigation through one of the world... Read more

Blanked Sailings Amid Geopolitical Shifts

Global sea freight is navigating a complex landscape marked by geopolitical tensions, fluctuating demand, and strategic capacity adjustments and while a temporary US-China tariff truce offers a glimmer of hope, challenges persist across major trade lanes. In response to weakening demand, parti... Read more

India and Pakistan Impose Cargo Bans

The fragile balance of South Asia’s supply chain network has been thrown into disarray after India and Pakistan imposed tit-for-tat bans on each other’s cargo. The diplomatic standoff, triggered by recent violence in Kashmir and subsequent military exchanges, has sent shockwaves through oc... Read more

Uncertain Waters: Securing Ocean Freight Rates

While there’s talk in the market about further pressure on rates, the reality is more complex, with container spot rate indices showing mixed signals last week, suggesting that any softening on key east-west routes might not last. The global supply chain remains unpredictable, and several fa... Read more

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... Read more