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Industry Opinions

Freightos Update: Blanks keep rates level; no de minimis air rate collapse yet; US-Houthi truce first step to Red Sea return?

US tariffs on China – introduced and then quickly raised to 145% in early April – are already causing pain to the US logistics...

Brazilian grain shipments up 9% as China seeks US alternative

By Filibe Gouveia, Shipping Analysis Manager at BIMCO “Between January and April 2025, Brazilian grain shipments rose 9% y/y, supported by strong Chinese purchasing. As...

Freightos Update: China volumes fall as demand climbs from South East Asia

With a minimum 145% tariff on all goods from China, many US importers are canceling orders and pausing shipments in hopes that direct negotiations...

BIMCO’s Dry Bulk Market Report: US Tariffs Weaken Demand Outlook

BIMCO anticipates a weakening in the supply-demand balance of the dry bulk market through 2025 and 2026, driven in part by recent changes in...

Potential US port fees may disrupt dry bulk trade and vessel availability

Recent discussions on tariffs have largely overlooked the potential implementation of the Office of the United States Trade Representative (USTR)'s port fees on Chinese-built...

Key Impacts of IMO’s New Fuel Intensity Target on S&P Activity

The International Maritime Organization (IMO) recently hosted the 83rd meeting of the Marine Environmental Protection Committee (MEPC 83), resulting in a new fuel intensity...

Cargo Theft Report Reveals Rapidly Shifting Criminal Tactics and Emerging Targets

The BSI Consulting and TT Club 2024 Cargo Theft Report gives an analysis of targeted commodities, prime locations for theft, regional hotspots and evolving...

Veson Nautical: Orderbook for all dry-bulk vessel classes falls

Global economic uncertainty and a cooling of the market has seen newbuild orders for dry-bulk vessels fall by 26% year-on-year, according to Hongbeom Park,...

Veson Nautical Shipping Market Outlook: Q2 2025 Forecast

Geopolitical tensions in the Middle East and the resulting rerouting have disrupted shipping markets to varying degrees. A sudden end to rerouting poses considerable...

Trump’s Tariffs Reshape Trade Game Rules; Minimal Short-Term Impact

The following analysis was provided by Xeneta, an ocean and air freight intelligence platform. Reciprocal tariffs announced by Donald Trump on 'Liberation Day' could prevent...

Shipping Industry Braces for Key Tariff Decisions

President Trump has scheduled a Wednesday (April 2) Rose Garden event for his tariff plan unveiling, and among the things that seem destined to...

Container rates plunge 28%: Worst first quarter in two decades

Average container freight rates for Chinese exports have dropped 28% since the start of the year, posting the worst first quarter development of the...

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