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Dinah Washington<\/a> c\u00f3 c\u00e2u h\u00e1t \u201cM\u1ed9t ng\u00e0y \u0111em \u0111\u1ebfn s\u1ef1 kh\u00e1c bi\u1ec7t r\u1ea5t l\u1edbn\u201d. Trong th\u00e1ng 1 v\u1eeba qua, b\u1ea5t c\u1ee9 ai ho\u1ea1t \u0111\u1ed9ng trong ng\u00e0nh chu\u1ed7i cung \u1ee9ng c\u0169ng \u0111\u1ec1u ph\u1ea3i \u0111\u1ed3ng t\u00ecnh v\u1edbi c\u00e2u h\u00e1t n\u00e0y.<\/p>\n

Ngay khi chu\u1ed7i cung \u1ee9ng container \u0111ang chu\u1ea9n b\u1ecb ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nguy c\u01a1 \u0111\u00ecnh c\u00f4ng c\u1ee7a c\u00f4ng nh\u00e2n b\u1ed1c d\u1ee1 h\u00e0ng t\u1ea1i c\u00e1c c\u1ea3ng \u0110\u00f4ng v\u00e0 V\u1ecbnh Hoa K\u1ef3 t\u1eeb ng\u00e0y 15 th\u00e1ng 1, Hi\u1ec7p h\u1ed9i C\u00f4ng nh\u00e2n C\u1ea3ng Qu\u1ed1c t\u1ebf (ILA) v\u00e0 Li\u00ean minh H\u00e0ng h\u1ea3i Hoa K\u1ef3 (USMX) \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u1ecfa thu\u1eadn s\u01a1 b\u1ed9<\/a> v\u1ec1 h\u1ee3p \u0111\u1ed3ng ch\u00ednh m\u1edbi c\u00f3 th\u1eddi h\u1ea1n s\u00e1u n\u0103m v\u00e0o ng\u00e0y 9 th\u00e1ng 1.<\/a><\/p>\n

\u0110i\u1ec1u n\u00e0y \u0111\u00e3 ng\u0103n kh\u00f4ng \u0111\u1ec3 x\u1ea3y ra cu\u1ed9c \u0111\u00ecnh c\u00f4ng th\u1ee9 hai t\u1ea1i c\u00e1c c\u1ea3ng t\u1eeb Maine \u0111\u1ebfn Texas, sau cu\u1ed9c \u0111\u00ecnh c\u00f4ng k\u00e9o d\u00e0i ba ng\u00e0y v\u00e0o \u0111\u1ea7u th\u00e1ng 10, khi\u1ebfn chu\u1ed7i cung \u1ee9ng b\u1ecb gi\u00e1n \u0111o\u1ea1n nghi\u00eam tr\u1ecdng. Sau \u0111\u00f3, hai b\u00ean \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u1ecfa thu\u1eadn v\u1ec1 l\u01b0\u01a1ng.<\/p>\n

M\u1eb7c d\u00f9 c\u00e1c \u0111i\u1ec1u kho\u1ea3n chi ti\u1ebft c\u1ee7a th\u1ecfa thu\u1eadn v\u1eabn \u0111\u01b0\u1ee3c gi\u1eef b\u00ed m\u1eadt ch\u1edd c\u00e1c th\u00e0nh vi\u00ean c\u01a1 s\u1edf c\u1ee7a ILA v\u00e0 c\u00e1c b\u00ean li\u00ean quan c\u1ee7a USMX ph\u00ea duy\u1ec7t, nh\u01b0ng hai b\u00ean cho bi\u1ebft h\u1ee3p \u0111\u1ed3ng m\u1edbi s\u1ebd thi\u1ebft l\u1eadp khu\u00f4n kh\u1ed5 tri\u1ec3n khai c\u00f4ng ngh\u1ec7 m\u1edbi, \u0111\u1ed3ng th\u1eddi b\u1ea3o v\u1ec7 c\u00e1c v\u1ecb tr\u00ed c\u00f4ng vi\u1ec7c hi\u1ec7n c\u00f3 c\u1ee7a ILA.<\/p>\n

C\u01b0\u1edbc v\u1eadn t\u1ea3i xuy\u00ean Th\u00e1i B\u00ecnh D\u01b0\u01a1ng s\u1ebd gi\u1ea3m?<\/h2>\n

Theo Xeneta, gi\u00e1 c\u01b0\u1edbc giao ngay trung b\u00ecnh t\u1eeb Vi\u1ec5n \u0110\u00f4ng \u0111\u1ebfn B\u1edd \u0110\u00f4ng Hoa K\u1ef3 \u0111\u00e3 t\u0103ng v\u1ecdt 26% k\u1ec3 t\u1eeb ng\u00e0y 14 th\u00e1ng 12 do c\u00e1c h\u00e3ng v\u1eadn chuy\u1ec3n \u0111\u1ed5 x\u00f4 \u0111\u01b0a h\u00e0ng h\u00f3a v\u00e0o tr\u01b0\u1edbc nguy c\u01a1 \u0111\u00f3ng c\u1eeda c\u00e1c c\u1ea3ng. M\u1ed9t s\u1ed1 chuy\u00ean gia ph\u00e2n t\u00edch d\u1ef1 b\u00e1o gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i giao ngay c\u00f3 th\u1ec3 s\u1ebd \u1ed5n \u0111\u1ecbnh ho\u1eb7c gi\u1ea3m sau khi tr\u00e1nh \u0111\u01b0\u1ee3c nguy c\u01a1 \u0111\u00ecnh c\u00f4ng.<\/p>\n

\u201c\u0110\u00e2y l\u00e0 tin vui cho t\u1ea5t c\u1ea3 c\u00e1c b\u00ean tham gia v\u00e0o chu\u1ed7i cung \u1ee9ng bi\u1ec3n, v\u00ec n\u1ebfu \u0111\u00ecnh c\u00f4ng x\u1ea3y ra, r\u1ea5t nhi\u1ec1u h\u00e0ng h\u00f3a s\u1ebd b\u1ecb m\u1eafc k\u1eb9t tr\u00ean t\u00e0u ho\u1eb7c t\u1ea1i c\u00e1c c\u1ea3ng,\u201d b\u00e0 Niki Frank, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh DHL Global Forwarding khu v\u1ef1c Ch\u00e2u \u00c1 – Th\u00e1i B\u00ecnh D\u01b0\u01a1ng, chia s\u1ebb.<\/p>\n

Nh\u1eadn x\u00e9t v\u1ec1 th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i bi\u1ec3n t\u1eeb Ch\u00e2u \u00c1 v\u00e0o cu\u1ed1i th\u00e1ng 12 v\u00e0 nh\u1eefng tu\u1ea7n \u0111\u1ea7u n\u0103m 2025, b\u00e0 Frank cho bi\u1ebft th\u00eam: \u201cCh\u00fang t\u00f4i \u0111\u00e3 ch\u1ee9ng ki\u1ebfn nhu c\u1ea7u m\u1ea1nh m\u1ebd tr\u01b0\u1edbc k\u1ef3 ngh\u1ec9 T\u1ebft Nguy\u00ean \u0111\u00e1n v\u00e0o cu\u1ed1i th\u00e1ng 1. B\u00ean c\u1ea1nh nguy c\u01a1 \u0111\u00f3ng c\u1eeda c\u00e1c c\u1ea3ng t\u1ea1i Hoa K\u1ef3, m\u1ed9t s\u1ed1 h\u00e3ng v\u1eadn chuy\u1ec3n c\u0169ng lo ng\u1ea1i v\u1ec1 c\u00e1c ch\u1ebf \u0111\u1ed9 thu\u1ebf m\u1edbi c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng v\u00e0 \u0111\u00e3 v\u1ed9i v\u00e0ng chuy\u1ec3n h\u00e0ng s\u1edbm trong n\u0103m nay. B\u1ea5t k\u1ef3 bi\u1ec7n ph\u00e1p n\u00e0o gi\u00fap gi\u1ea3m r\u1ee7i ro trong chu\u1ed7i cung \u1ee9ng \u0111\u1ec1u c\u00f3 l\u1ee3i cho t\u1ea5t c\u1ea3 c\u00e1c b\u00ean\u201d.<\/p>\n"},{"acf_fc_layout":"outbound_box","cards":[{"type":"linked","linked_post":{"ID":68681,"post_author":"2256","post_date":"2025-01-17 21:24:24","post_date_gmt":"2025-01-17 13:24:24","post_content":"","post_title":"DHL Ocean Freight Market Outlook 2025","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"dhl-ocean-freight-market-outlook-2025","to_ping":"","pinged":"","post_modified":"2025-03-19 17:21:07","post_modified_gmt":"2025-03-19 09:21:07","post_content_filtered":"","post_parent":0,"guid":"https:\/\/lot.dhl.com\/?p=68681","menu_order":0,"post_type":"post","post_mime_type":"","comment_count":"0","filter":"raw"},"custom":{"thumbnail":false,"title":"","excerpt":"","cta":"Read more","linkmail":false,"cta_url":"","email_address":"","outbound_email_subject":""},"select_existing_outbound_links":false}]},{"acf_fc_layout":"wysiwyg","wysiwyg":"

Nh\u1eefng thay \u0111\u1ed5i trong li\u00ean minh v\u1eadn chuy\u1ec3n\u00a0<\/span><\/b><\/h2>\n

V\u00e0o \u0111\u1ea7u th\u00e1ng 2, ch\u00fang ta c\u0169ng s\u1ebd ch\u1ee9ng ki\u1ebfn h\u1ec7 th\u1ed1ng li\u00ean minh v\u1eadn chuy\u1ec3n container c\u00f3 thay \u0111\u1ed5i, ch\u1eb3ng h\u1ea1n nh\u01b0 li\u00ean minh 2M gi\u1eefa Maersk v\u00e0 MSC s\u1ebd k\u1ebft th\u00fac. MSC s\u1ebd ho\u1ea1t \u0111\u1ed9ng \u0111\u1ed9c l\u1eadp, trong khi \u0111\u00f3, Maersk s\u1ebd h\u1ee3p t\u00e1c v\u1edbi Hapag-Lloyd trong khu\u00f4n kh\u1ed5 Gemini Cooperation.<\/p>\n

\u00d4ng Praveen Gregory, Ph\u00f3 Ch\u1ee7 t\u1ecbch C\u1ea5p cao, V\u1eadn t\u1ea3i Bi\u1ec3n, DHL Global Forwarding khu v\u1ef1c Ch\u00e2u \u00c1 – Th\u00e1i B\u00ecnh D\u01b0\u01a1ng cho bi\u1ebft: \u201cVi\u1ec7c chuy\u1ec3n sang c\u00e1c li\u00ean minh v\u1eadn chuy\u1ec3n m\u1edbi t\u1ea1o ra m\u1ed9t l\u1edbp ph\u1ee9c t\u1ea1p kh\u00e1c, \u00edt nh\u1ea5t l\u00e0 trong giai \u0111o\u1ea1n \u0111i\u1ec1u ch\u1ec9nh. \u00a0M\u1ee5c ti\u00eau c\u1ee7a m\u00f4 h\u00ecnh hub-and-spoke (tr\u1ee5c xe v\u00e0 nan hoa) m\u1edbi c\u1ee7a Gemini l\u00e0 \u0111\u1ea1t \u0111\u01b0\u1ee3c \u0111\u1ed9 tin c\u1eady 90% v\u00e0o gi\u1eefa n\u0103m 2025. N\u1ebfu \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u00ec \u0111\u00e2y s\u1ebd l\u00e0 l\u1ef1a ch\u1ecdn tuy\u1ec7t v\u1eddi cho c\u00e1c h\u00e3ng v\u1eadn chuy\u1ec3n.\u201d<\/p>\n

\u00d4ng Gregory c\u0169ng cho bi\u1ebft DHL \u0111ang theo d\u00f5i c\u00e1c r\u1ee7i ro chu\u1ed7i cung \u1ee9ng ti\u1ec1m \u1ea9n kh\u00e1c trong n\u0103m 2025, t\u1eadp trung chuy\u1ec3n h\u01b0\u1edbng t\u1eeb vi\u1ec7c t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed thu\u1ea7n t\u00fay sang x\u00e2y d\u1ef1ng chu\u1ed7i cung \u1ee9ng b\u1ec1n v\u1eefng, linh ho\u1ea1t, c\u00f3 kh\u1ea3 n\u0103ng ch\u1ecbu \u0111\u01b0\u1ee3c gi\u00e1n \u0111o\u1ea1n, \u0111\u1ed3ng th\u1eddi v\u1eabn duy tr\u00ec \u0111\u1ed9 hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng.<\/p>\n

Trong khi c\u00e1c hi\u1ec7n t\u01b0\u1ee3ng th\u1eddi ti\u1ebft ng\u00e0y c\u00e0ng kh\u00f3 \u0111o\u00e1n do bi\u1ebfn \u0111\u1ed5i kh\u00ed h\u1eadu, c\u00e0ng l\u00e0m t\u0103ng th\u00eam s\u1ef1 b\u1ea5t \u1ed5n cho l\u1ecbch tr\u00ecnh v\u00e0 ho\u1ea1t \u0111\u1ed9ng, th\u00ec c\u00e1c y\u00eau c\u1ea7u ph\u00e1p l\u00fd ng\u00e0y c\u00e0ng thay \u0111\u1ed5i c\u0169ng \u0111ang \u0111\u1ea9y chi ph\u00ed v\u1eadn h\u00e0nh l\u00ean cao.
\n\u00d4ng Gregory cho bi\u1ebft: \u201cT\u1ed5ng th\u1ed1ng Trump v\u1eabn ch\u01b0a c\u00f4ng b\u1ed1 c\u00e1c m\u1ee9c thu\u1ebf c\u1ee5 th\u1ec3 s\u1ebd \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng, v\u00ec v\u1eady r\u1ea5t kh\u00f3 \u0111\u1ec3 d\u1ef1 \u0111o\u00e1n v\u00e0 chu\u1ea9n b\u1ecb tr\u01b0\u1edbc, nh\u01b0ng ch\u00fang t\u00f4i bi\u1ebft r\u1eb1ng \u0111i\u1ec1u \u0111\u00f3 s\u1ebd x\u1ea3y ra, v\u00e0 ch\u00fang t\u00f4i \u0111ang l\u00e0m vi\u1ec7c v\u1edbi kh\u00e1ch h\u00e0ng \u0111\u1ec3 \u0111a d\u1ea1ng h\u00f3a v\u00e0 gi\u1ea3m thi\u1ec3u r\u1ee7i ro khi c\u00f3 th\u1ec3. \u0110\u1ec3 \u0111\u1ed1i ph\u00f3 v\u1edbi nh\u1eefng th\u00e1ch th\u1ee9c n\u00e0y, ch\u00fang t\u00f4i \u0111ang gi\u00fap c\u00e1c kh\u00e1ch h\u00e0ng c\u00f3 t\u1ea7m nh\u00ecn xa x\u00e2y d\u1ef1ng c\u00e1c chi\u1ebfn l\u01b0\u1ee3c qu\u1ea3n l\u00fd r\u1ee7i ro to\u00e0n di\u1ec7n, bao g\u1ed3m ph\u00e1t tri\u1ec3n kh\u1ea3 n\u0103ng l\u1eadp k\u1ebf ho\u1ea1ch theo k\u1ecbch b\u1ea3n hi\u1ec7u qu\u1ea3, x\u00e2y d\u1ef1ng kho h\u00e0ng t\u1ed3n \u0111\u1ec7m v\u00e0 thi\u1ebft l\u1eadp c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn chuy\u1ec3n thay th\u1ebf.\u201d<\/p>\n

D\u1ef1 b\u00e1o cho n\u0103m 2025<\/h2>\n

B\u00e1o c\u00e1o Tri\u1ec3n v\u1ecdng Th\u1ecb tr\u01b0\u1eddng V\u1eadn t\u1ea3i \u0110\u01b0\u1eddng bi\u1ec3n n\u0103m 2025<\/a> c\u1ee7a DHL d\u1ef1 \u0111o\u00e1n r\u1eb1ng c\u01b0\u1edbc v\u1eadn t\u1ea3i kh\u00f3 c\u00f3 th\u1ec3 tr\u1edf l\u1ea1i m\u1ee9c gi\u00e1 nh\u01b0 tr\u01b0\u1edbc \u0111\u1ea1i d\u1ecbch, ph\u1ea3n \u00e1nh r\u00f5 th\u1ef1c t\u1ebf ho\u1ea1t \u0111\u1ed9ng m\u1edbi n\u00e0y. Nguy\u00ean nh\u00e2n m\u1ed9t ph\u1ea7n l\u00e0 do gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng, c\u1ee5 th\u1ec3 l\u00e0 vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng qua khu v\u1ef1c Nam Phi \u0111\u1ec3 tr\u00e1nh c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng c\u1ee7a Houthi \u1edf Bi\u1ec3n \u0110\u1ecf, t\u1eeb \u0111\u00f3 ti\u1ebfp t\u1ee5c l\u00e0m gi\u1ea3m c\u00f4ng su\u1ea5t d\u01b0 th\u1eeba v\u1ed1n c\u00f3.<\/p>\n

\u201cT\u00ecnh tr\u1ea1ng \u0111\u00ecnh c\u00f4ng \u0111\u00e3 ng\u1eebng l\u1ea1i v\u00e0 g\u1ee1 b\u1ecf \u0111\u01b0\u1ee3c r\u1ea5t nhi\u1ec1u n\u1ed7i lo tr\u01b0\u1edbc m\u1eaft. Tuy nhi\u00ean, ch\u00fang ta kh\u00f3 c\u00f3 th\u1ec3 r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng th\u1eeba c\u00f4ng su\u1ea5t ngay l\u00fac n\u00e0y, v\u00ec hi\u1ec7n t\u1ea1i, m\u1ee9c cung v\u00e0 c\u1ea7u kh\u00e1 c\u00e2n b\u1eb1ng, v\u00e0 c\u00f4ng su\u1ea5t \u0111ang \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng t\u1ed1i \u0111a,\u201d \u00f4ng Gregory chia s\u1ebb.<\/p>\n

B\u00e1o c\u00e1o c\u0169ng cho bi\u1ebft c\u00f3 kho\u1ea3ng 2 tri\u1ec7u TEU c\u00f4ng su\u1ea5t \u0111\u00e3 b\u1ecb tr\u00ec ho\u00e3n do t\u1eafc ngh\u1ebdn c\u1ea3ng trong n\u0103m 2024.\u00a0Kh\u1ee7ng ho\u1ea3ng t\u1ea1i Bi\u1ec3n \u0110\u1ecf k\u00e9o d\u00e0i l\u00e2u h\u01a1n d\u1ef1 ki\u1ebfn, ti\u1ebfp t\u1ee5c th\u1eaft ch\u1eb7t c\u00f4ng su\u1ea5t, trong khi \u0111\u00f3, c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng c\u1ea3ng v\u00e0 d\u1ecbch v\u1ee5 h\u1eadu c\u1ea7n v\u1eabn l\u00e0 nh\u1eefng n\u00fat th\u1eaft l\u1edbn.<\/p>\n

V\u1edbi kho\u1ea3ng 6,5 tri\u1ec7u TEU c\u00f4ng su\u1ea5t d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u01b0\u1ee3c v\u1eadn chuy\u1ec3n v\u00e0o n\u0103m 2027, t\u00ecnh tr\u1ea1ng gi\u00e1n \u0111o\u1ea1n hi\u1ec7n t\u1ea1i s\u1ebd v\u1eabn l\u00e0 r\u00e0o c\u1ea3n ch\u00ednh khi\u1ebfn c\u01b0\u1edbc v\u1eadn t\u1ea3i kh\u00f4ng gi\u1ea3m m\u1ea1nh.<\/p>\n

V\u1ec1 nhu c\u1ea7u, c\u00e1c thay \u0111\u1ed5i trong ch\u00ednh s\u00e1ch c\u1ee7a Hoa K\u1ef3 t\u1ea1o ra t\u00ednh b\u1ea5t \u1ed5n trong th\u1eddi gian trung h\u1ea1n, c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn Trung Qu\u1ed1c, Mexico v\u00e0 Canada do \u00e1p thu\u1ebf cao h\u01a1n.<\/p>\n

\u00d4ng Frank k\u1ebft lu\u1eadn: \u201c\u0110\u1ec3 th\u00e0nh c\u00f4ng trong m\u00f4i tr\u01b0\u1eddng n\u00e0y, ch\u00fang ta s\u1ebd ph\u1ea3i ch\u1ea5p nh\u1eadn chi ph\u00ed c\u01a1 b\u1ea3n cao h\u01a1n \u0111\u1ec3 \u0111\u1ed5i l\u1ea5y t\u00ednh \u1ed5n \u0111\u1ecbnh v\u00e0 ph\u1ee5c h\u1ed3i t\u1ed1t h\u01a1n. C\u00e1c t\u1ed5 ch\u1ee9c ti\u1ebfp t\u1ee5c t\u1eadp trung v\u00e0o s\u1ef1 linh ho\u1ea1t v\u00e0 ph\u00e1t tri\u1ec3n b\u1ec1n v\u1eefng s\u1ebd c\u00f3 c\u01a1 h\u1ed9i t\u1ed1t nh\u1ea5t \u0111\u1ec3 ph\u00e1t tri\u1ec3n trong ng\u00e0nh h\u00e0ng h\u1ea3i lu\u00f4n bi\u1ebfn \u0111\u1ed5i\u201d.<\/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":"

Will shippers sink or swim as they brace for tariff storms and port gridlocks in 2025? <\/p>

An incoming Trump 2.0 presidency and <\/span>renewed tariff wars<\/span><\/a> might be looming, but how this will impact ocean shipping markets ahead of his 20 January inauguration remains unclear.<\/span><\/p>\n

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

\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

RELATED ARTICLES<\/strong><\/p>

<\/figure><\/a>DHL Ocean Freight Market Update \u2013 December 2024<\/strong><\/a>An early Lunar New Year and potential new U.S. tariffs are driving healthy demand for China's exports. <\/p>

Tariff landscape<\/span><\/b><\/h2>\n

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

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>include nations like Egypt, the UAE, Ethiopia, and Iran<\/span><\/a>\u2014should they try to create a rival currency to the U.S. dollar.<\/span><\/p>\n

Frontloading to wait-and-see<\/span><\/b><\/h2>\n

Experts speaking on <\/span>The Freight Buyer\u2019s Club<\/span><\/i> podcast said many shippers were taking a <\/span>wait-and-see approach to tariffs<\/span><\/a>.<\/span><\/p>\n

A Logistics Trends & 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

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

January disruptions loom ahead<\/span><\/b><\/h2>\n

Despite ongoing negotiations, the ILA and USMX remain divided on port automation, with only wage increases currently agreed upon.<\/span><\/p>\n

Should the ILA and USMX be unable to come to an agreement by 15 January, a <\/span>potential second port lockdown in January, combined with prospective new tariffs<\/span><\/a>, could tighten shipping markets in the coming weeks.<\/span><\/p>\n

\u201c<\/span>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

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

RELATED ARTICLES<\/strong><\/p>

<\/figure><\/a>Volatile rates and surging capacity ahead<\/strong><\/a>After brief disruptions at major U.S. ports, volatility is expected to continue with excess capacity, blank sailings and post-election rush.<\/p>

Market capacity and rates<\/span><\/b><\/h2>\n

DHL\u2019s 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

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

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>flatlining spot rates<\/span><\/a>.<\/span><\/p>\n

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

Alliance restructuring<\/span><\/b><\/h2>\n

The start of February will also see ocean shipping alliances restructure.<\/span><\/p>\n

DHL\u2019s December Ocean Freight Market Update<\/a> warned that disruptions in<\/span> services are expected as ocean shipping alliances shift to their new set up mainly on East-West trades.<\/span><\/p>\n

The upshot, according to Vespucci Maritime, will be that reliability could be further impacted while networks are reconfigured.<\/span><\/p>\n

\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

\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 more","linkmail":false,"cta_url":"","email_address":"","outbound_email_subject":""},"select_existing_outbound_links":false}]}],"customer_sector":false,"format":"article","collection":false,"seo_title":"V\u01b0\u1ee3t qua nh\u1eefng v\u1ea5n \u0111\u1ec1 ph\u1ee9c t\u1ea1p trong v\u1eadn t\u1ea3i bi\u1ec3n n\u0103m 2025","introduction_paragraph":"Gi\u1ea3m t\u1ea3i \u1edf c\u00e1c c\u1ea3ng Hoa K\u1ef3, nh\u01b0ng t\u00ecnh h\u00ecnh gi\u00e1n \u0111o\u1ea1n to\u00e0n c\u1ea7u \u0111ang khi\u1ebfn gi\u00e1 v\u1eadn chuy\u1ec3n t\u0103ng cao.","excerpt":"V\u01b0\u1ee3t qua nh\u1eefng v\u1ea5n \u0111\u1ec1 ph\u1ee9c t\u1ea1p trong v\u1eadn t\u1ea3i bi\u1ec3n n\u0103m 2025","category":5438,"business_units_bu-related":[19],"quoted_persons":[4389,5590],"topic_tags":[5647],"products":[5830],"topical_trends":false},"yoast_head":"\nV\u01b0\u1ee3t qua nh\u1eefng v\u1ea5n \u0111\u1ec1 ph\u1ee9c t\u1ea1p trong v\u1eadn t\u1ea3i bi\u1ec3n n\u0103m 2025 - DHL Logistics of Things<\/title>\n<meta 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