AUS
NZ
UK
CA
USA
FRA
GER
ESP
ITA
NLD
PRT
SWE
GRC
IND
POL
BRA
ZAF
RUS
CHN
UAE
⦿ Tariff Deadlines Drive Export Surge: The impending expiration of the U.S.–China reciprocal tariff suspension on August 13 has sparked a rush in exports, notably from Taiwan, Vietnam, and Southern China, placing significant pressure on available air and ocean capacities.
⦿ Ocean Freight Volatility: Transpacific rates, after briefly softening in June, are stabilizing as shipping lines restore previously canceled sailings. Persistent port bottlenecks at Manzanillo, key European gateways, and select U.S. ports continue due to inland logistics congestion and labor shortages.
⦿ Divergent Airfreight Trends: Intra-Asia airfreight remains robust, especially between China and Southeast Asia, while China–U.S. routes face reduced volumes due to declining eCommerce shipments. In contrast, U.S. outbound airfreight from Dallas and Los Angeles tightens amid back-to-school and early holiday preparations.
⦿ Geopolitical Complexity: U.S. military actions near Iran have disrupted Persian Gulf shipping routes, causing significant rerouting. Additionally, heightened India-Pakistan trade tensions have forced carriers to restructure services, complicating South Asia–Middle East routes.
⦿ Semiconductor and High-Tech Demand: Taiwan experiences heightened demand for freight capacity as businesses expedite shipments of AI hardware and electronic components in anticipation of potential tariff impacts.
Expert Insights:
--------------------
"The combination of tariff uncertainty, peak summer demand, and geopolitical volatility is creating a highly fluid freight environment," said Alvin Fuh, VP of Ocean Freight at Dimerco. "Businesses must remain agile and adapt quickly to rapidly evolving market conditions."
Kathy Liu, VP of Global Sales and Marketing at Dimerco, emphasized, "Demand patterns are shifting rapidly. The disparity between soft China–U.S. airfreight and booming exports from Southeast Asia highlights the critical need for proactive logistics strategies and early capacity planning."
Dimerco’s July report provides detailed forecasts, up-to-date rate analysis, and targeted insights, enabling shippers to effectively manage the complexities of today's freight landscape.
---> Click here to download the full report <---
Gitte Willemsens
Pesti Group
[email protected]
Visit us on social media:
LinkedIn
Facebook
YouTube
X
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
