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\u0e01\u0e32\u0e23\u0e2a\u0e23\u0e49\u0e32\u0e07\u0e2a\u0e15\u0e47\u0e2d\u0e01\u0e2a\u0e34\u0e19\u0e04\u0e49\u0e32\u0e2a\u0e33\u0e23\u0e2d\u0e07 \u0e41\u0e25\u0e30\u0e01\u0e32\u0e23\u0e2b\u0e32\u0e40\u0e2a\u0e49\u0e19\u0e17\u0e32\u0e07\u0e40\u0e14\u0e34\u0e19\u0e40\u0e23\u0e37\u0e2d\u0e2d\u0e37\u0e48\u0e19\u0e46&#8221;<\/p>\n<h2>\u0e01\u0e32\u0e23\u0e04\u0e32\u0e14\u0e01\u0e32\u0e23\u0e13\u0e4c\u0e2a\u0e33\u0e2b\u0e23\u0e31\u0e1a\u0e1b\u0e35 2025<\/h2>\n<p>\u0e1a\u0e17\u0e04\u0e27\u0e32\u0e21 <a href=\"https:\/\/lot.dhl.com\/dhl-ocean-freight-market-outlook-2025\/\">Ocean Freight Market Outlook 2025<\/a> (\u0e41\u0e19\u0e27\u0e42\u0e19\u0e49\u0e21\u0e15\u0e25\u0e32\u0e14\u0e01\u0e32\u0e23\u0e02\u0e19\u0e2a\u0e48\u0e07\u0e17\u0e32\u0e07\u0e17\u0e30\u0e40\u0e25 2025) \u0e02\u0e2d\u0e07 DHL 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\u0e04\u0e27\u0e32\u0e21\u0e27\u0e38\u0e48\u0e19\u0e27\u0e32\u0e22\u0e2d\u0e22\u0e48\u0e32\u0e07\u0e15\u0e48\u0e2d\u0e40\u0e19\u0e37\u0e48\u0e2d\u0e07\u0e19\u0e35\u0e49\u0e08\u0e30\u0e22\u0e31\u0e07\u0e04\u0e07\u0e40\u0e1b\u0e47\u0e19\u0e2d\u0e38\u0e1b\u0e2a\u0e23\u0e23\u0e04\u0e2a\u0e33\u0e04\u0e31\u0e0d\u0e17\u0e35\u0e48\u0e17\u0e33\u0e43\u0e2b\u0e49\u0e2d\u0e31\u0e15\u0e23\u0e32\u0e04\u0e48\u0e32\u0e02\u0e19\u0e2a\u0e48\u0e07\u0e44\u0e21\u0e48\u0e1b\u0e23\u0e31\u0e1a\u0e25\u0e14\u0e25\u0e07\u0e2d\u0e22\u0e48\u0e32\u0e07\u0e21\u0e35\u0e19\u0e31\u0e22\u0e2a\u0e33\u0e04\u0e31\u0e0d<\/p>\n<p>\u0e43\u0e19\u0e14\u0e49\u0e32\u0e19\u0e2d\u0e38\u0e1b\u0e2a\u0e07\u0e04\u0e4c \u0e01\u0e32\u0e23\u0e40\u0e1b\u0e25\u0e35\u0e48\u0e22\u0e19\u0e41\u0e1b\u0e25\u0e07\u0e19\u0e42\u0e22\u0e1a\u0e32\u0e22\u0e02\u0e2d\u0e07\u0e2a\u0e2b\u0e23\u0e31\u0e10\u0e2f 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\u0e2d\u0e07\u0e04\u0e4c\u0e01\u0e23\u0e17\u0e35\u0e48\u0e2a\u0e23\u0e49\u0e32\u0e07\u0e04\u0e27\u0e32\u0e21\u0e22\u0e37\u0e14\u0e2b\u0e22\u0e38\u0e48\u0e19\u0e41\u0e25\u0e30\u0e04\u0e27\u0e32\u0e21\u0e22\u0e31\u0e48\u0e07\u0e22\u0e37\u0e19\u0e15\u0e48\u0e2d\u0e44\u0e1b\u0e08\u0e30\u0e2d\u0e22\u0e39\u0e48\u0e43\u0e19\u0e08\u0e38\u0e14\u0e17\u0e35\u0e48\u0e40\u0e2d\u0e37\u0e49\u0e2d\u0e15\u0e48\u0e2d\u0e01\u0e32\u0e23\u0e40\u0e15\u0e34\u0e1a\u0e42\u0e15\u0e43\u0e19\u0e2a\u0e20\u0e32\u0e1e\u0e41\u0e27\u0e14\u0e25\u0e49\u0e2d\u0e21\u0e17\u0e32\u0e07\u0e17\u0e30\u0e40\u0e25\u0e17\u0e35\u0e48\u0e40\u0e1b\u0e25\u0e35\u0e48\u0e22\u0e19\u0e41\u0e1b\u0e25\u0e07\u0e2d\u0e22\u0e39\u0e48\u0e40\u0e2a\u0e21\u0e2d\u201d Frank \u0e2a\u0e23\u0e38\u0e1b<\/p>\n"},{"acf_fc_layout":"outbound_box","cards":[{"type":"linked","linked_post":{"ID":67740,"post_author":"1403","post_date":"2024-12-13 18:25:26","post_date_gmt":"2024-12-13 10:25:26","post_content":"<p>Will shippers sink or swim as they brace for tariff storms and port gridlocks in 2025? <\/p><p><span data-contrast=\"auto\">An incoming Trump 2.0 presidency and <\/span><a href=\"https:\/\/www.theguardian.com\/us-news\/2024\/nov\/26\/trump-tariff-threat-worldwide-response\"><span data-contrast=\"none\">renewed tariff wars<\/span><\/a><span data-contrast=\"auto\"> might be looming, but how this will impact ocean shipping markets ahead of his 20 January inauguration remains unclear.<\/span><\/p>\n<p><span data-contrast=\"auto\">Ocean freight spot rates from China to the U.S. have drifted lower in recent weeks, though still significantly higher than a year ago. Asia-Europe trade lanes \u2013 where annual contract negotiations are underway \u2013 have shown a more recent spark.<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cGiven the strong demand pulled forward this year, we were expecting demand to come down significantly toward the end of the year. Yet, November volumes were similar to October and September. We are seeing steady demand, though the market is reacting more slowly than many were expecting given the disruption on the radar. But if the typical seasonal trend holds, we are expecting a slight bump up toward December and January,\u201d said Niki Frank, CEO of DHL Global Forwarding Asia Pacific.<\/span><\/p>\n<p><strong>RELATED ARTICLES<\/strong><\/p><p><a href=\"https:\/\/lot.dhl.com\/dhl-ocean-freight-market-update-december-2024\/\"><figure><img src=\"https:\/\/lot.dhl.com\/wp-content\/uploads\/2024\/12\/lot_675bfdcfac2971.13135139.jpg\"\/><\/figure><\/a><br\/><a href=\"https:\/\/lot.dhl.com\/dhl-ocean-freight-market-update-december-2024\/\"><strong>DHL Ocean Freight Market Update \u2013 December 2024<\/strong><\/a><br\/>An early Lunar New Year and potential new U.S. tariffs are driving healthy demand for China's exports. <\/p><h2><b><span data-contrast=\"auto\">Tariff landscape<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Pinning down exactly what new U.S. tariffs will be implemented, and when, is a difficult task given Trump\u2019s transactional approach to bilateral relations with both friends and foes. Announcements thus far from the Trump camp include promises to introduce 25 percent tariffs on imports from Canada and Mexico, along with at least a 10 percent tariff hike on Chinese imports.<\/span><\/p>\n<p><span data-contrast=\"auto\">Additionally, Trump said he would introduce new 100 percent tariffs against BRICS countries\u2014an intergovernmental organization initially founded by Brazil, Russia, India, China, and South Africa to identify business opportunities that have now expanded to <\/span><a href=\"https:\/\/www.bbc.co.uk\/news\/articles\/cgrwj0p2dd9o\"><span data-contrast=\"none\">include nations like Egypt, the UAE, Ethiopia, and Iran<\/span><\/a><span data-contrast=\"auto\">\u2014should they try to create a rival currency to the U.S. dollar.<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Frontloading to wait-and-see<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Experts speaking on <\/span><i><span data-contrast=\"auto\">The Freight Buyer\u2019s Club<\/span><\/i><span data-contrast=\"auto\"> podcast said many shippers were taking a <\/span><a href=\"https:\/\/www.thefreightbuyersclub.com\/global-shippers-adopt-wait-and-see-approach-as-trump-tariff-threats-loom\/\"><span data-contrast=\"none\">wait-and-see approach to tariffs<\/span><\/a><span data-contrast=\"auto\">.<\/span><\/p>\n<p><span data-contrast=\"auto\">A Logistics Trends &amp; Insights (LTI) representative said that U.S. inventory levels were currently high, which could help explain why rates have so far not surged. This is because many shippers frontloaded cargo earlier in the year before the 30 September expiry date of the International Longshoremen\u2019s Association\u2019s (ILA) Master Contract covering U.S. East and Gulf Coast ports.<\/span><\/p>\n<p><span data-contrast=\"auto\">The expiry of the contract led to a three-day shutdown of ports before the ILA and the United States Maritime Alliance (USMX) reached a short-term contract extension, which is due to expire on 15 January 2025.<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">January disruptions loom ahead<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Despite ongoing negotiations, the ILA and USMX remain divided on port automation, with only wage increases currently agreed upon.<\/span><\/p>\n<p><span data-contrast=\"auto\">Should the ILA and USMX be unable to come to an agreement by 15 January, a <\/span><a href=\"https:\/\/www.worldcargonews.com\/news\/2024\/12\/ila-threatens-strike-if-no-deal-by-january-15\/\"><span data-contrast=\"none\">potential second port lockdown in January, combined with prospective new tariffs<\/span><\/a><span data-contrast=\"auto\">, could tighten shipping markets in the coming weeks.<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201c<\/span><span data-contrast=\"auto\">East Coast ports account for almost 50 percent of the U.S. inbound volumes,\u201d noted Praveen Gregory, Senior Vice President, Ocean Freight, DHL Global Forwarding Asia Pacific. \u201cIf the East Coast Port is shut down, then all inbound vessels will be stuck waiting for their berthing window, which then further \u00a0delays their return journey to Asian and European ports, thus disrupting capacity on key trades.\u201d<\/span><\/p>\n<p><span data-contrast=\"auto\">Gregory also pointed out that while the factors affecting ocean freight are manageable individually, looking at the bigger picture, the possibility of ILA strikes in the U.S. East Coast ports could also tie up the vessels moving into Gemini, delaying the Gemini cooperation kick-off.<\/span><\/p>\n<p><strong>RELATED ARTICLES<\/strong><\/p><p><a href=\"https:\/\/lot.dhl.com\/volatile-rates-and-surging-capacity-ahead\/\"><figure><img src=\"https:\/\/lot.dhl.com\/wp-content\/uploads\/2024\/11\/lot_673ee3969b9560.00707915.jpg\"\/><\/figure><\/a><br\/><a href=\"https:\/\/lot.dhl.com\/volatile-rates-and-surging-capacity-ahead\/\"><strong>Volatile rates and surging capacity ahead<\/strong><\/a><br\/>After brief disruptions at major U.S. ports, volatility is expected to continue with excess capacity, blank sailings and post-election rush.<\/p><h2><b><span data-contrast=\"auto\">Market capacity and rates<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">DHL\u2019s <a href=\"https:\/\/lot.dhl.com\/dhl-ocean-freight-market-update-december-2024\/\">December Ocean Freight Market Update<\/a> noted that China\u2019s exports are currently exceeding forecasts as factories anticipate U.S. tariffs. Some container lines have also reported full bookings from Asia into the Americas, potentially because shippers are attempting to pre-empt new tariff regimes.<\/span><\/p>\n<p><span data-contrast=\"auto\">The U.S. National Retail Federation is also predicting strong shipping markets, with U.S. imports forecast to rise by 14.3 percent and 12 percent year-on-year in December and January, respectively. Also, spot freight markets from Asia to the U.S. may not accurately reflect shipper demand this year. Aside from the fact that most trans-Pacific cargo moves under long-term contracts, carriers have also been adding capacity.<\/span><\/p>\n<p><span data-contrast=\"auto\">According to data from Sea-Intelligence, there was a sizeable injection of capacity growth in Asia to the U.S. West Coast trade lane in late November and early December, which could explain <\/span><a href=\"https:\/\/www.balticexchange.com\/en\/news-and-events\/news\/guest-column\/2024\/A-mixed-bag.html?utm_source=Freightos+Baltic+Global+Container+Index+%28FBX%29+Newsletter&amp;utm_campaign=5b2add48ce-FBX_MONTHLY_COPY_01&amp;utm_medium=email&amp;utm_term=0_bbbe01edb9-5b2add48ce-93074415&amp;mc_cid=5b2add48ce&amp;mc_eid=cbab02c044\"><span data-contrast=\"none\">flatlining spot rates<\/span><\/a><span data-contrast=\"auto\">.<\/span><\/p>\n<p><span data-contrast=\"auto\">Rates comparison platform Freightos noted that container lines might struggle to increase rates in the coming weeks as some carriers will reportedly introduce December GRIs. But with the arrival window to receive goods before the strike closing, a significant number of inventories already built up from Q3 frontloading, and likely still a runway of several months before tariffs go into effect, carriers may not succeed in increasing rates until later in December or early January ahead of Lunar New Year.<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Alliance restructuring<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">The start of February will also see ocean shipping alliances restructure.<\/span><\/p>\n<p><span data-contrast=\"auto\">DHL\u2019s <a href=\"https:\/\/lot.dhl.com\/dhl-ocean-freight-market-update-december-2024\/\">December Ocean Freight Market Update<\/a> warned that disruptions in<\/span><span data-contrast=\"auto\"> services are expected as ocean shipping alliances shift to their new set up mainly on East-West trades.<\/span><\/p>\n<p><span data-contrast=\"auto\">The upshot, according to Vespucci Maritime, will be that reliability could be further impacted while networks are reconfigured.<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cShippers should expect quite some turbulence in the networks and services offered from February until the new networks are fully phased in,\u201d the analyst said. \u201cIn particular, February-March is likely to see many changes compared to what shippers were expecting as it is not an operationally easy feat to phase hundreds of vessels into entirely new strings.\u201d<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cIn ocean trade, the issues only come when anything unplanned pops up. We know this alliance reshuffle is coming. Carriers and freight services have already planned and catered to that. Shippers should expect some disruption while the new alliances bed down, but barring any exceptions, eventually we are hopeful that the new networks deliver the improved service levels carriers are promising,\u201d said Frank.<\/span><\/p>\n","post_title":"A chaotic start to 2025 expected for container shipping","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"chaotic-start-2025-expected-container-shipping","to_ping":"","pinged":"","post_modified":"2025-04-02 16:20:05","post_modified_gmt":"2025-04-02 08:20:05","post_content_filtered":"","post_parent":0,"guid":"https:\/\/lot.dhl.com\/?p=67740","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"0","filter":"raw"},"custom":{"thumbnail":false,"title":"","excerpt":"","cta":"Read 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