Ocean carriers are pulling back capacity ahead of the mid-August end to the 90-day pause on higher U.S. tariffs on Chinese goods. An increasing number of trans-Pacific sailings have been blanked through July, and with most pre-tariff cargo already moving, spot rates are expected to soften through summer. Maritime data from eeSea shows roughly 175,000 […]
Read MoreIn a typical year, the trans-Pacific trade lane would now be entering its busy season for U.S. imports from Asia. But 2025 is anything but typical. Sudden shifts in U.S. trade policy have thrown a wrench into shipping strategies, unsettling importers and exporters on both sides of the Pacific. The crux of the issue lies […]
Read MoreVietnam’s air cargo exports to the United States are climbing at a record pace, driven by U.S. importers shifting sourcing away from China amid rising tariffs and geopolitical tension. A rush to move goods before tariff changes — combined with Vietnam’s expanding manufacturing base — has helped accelerate the country’s air freight growth. Air cargo […]
Read MoreAfter months of relative calm in the Red Sea, two deadly Houthi attacks this week — the first since December — have shattered any optimism among global ocean carriers that normal shipping routes through the Suez Canal might soon resume. For the past 18 months, ongoing Houthi threats have forced vessels to reroute around southern […]
Read MoreU.S. imports are expected to surge in July, reaching their highest monthly level in at least 18 months and marking the peak for 2025, according to the National Retail Federation (NRF) and Hackett Associates. The spike is being driven by a last-minute decision by the Trump administration to extend a pause on new “reciprocal” tariffs, […]
Read MoreOn July 7, 2025, the White House issued Executive Order 14266, officially extending the current modification of reciprocal tariff rates. The full executive order can be accessed EXECUTIVE ORDER JULY 7th 2025 Key Details: Previous Deadline:The 90-day reciprocal suspension was originally set to expire at 12:01 a.m. EDT on July 9, 2025. Revised Deadline:Under Executive […]
Read MoreOcean carriers are maintaining strong trans-Atlantic capacity in anticipation of the July 9 expiration of President Donald Trump’s 90-day suspension of “reciprocal” tariffs. Despite softening freight rates and tepid demand, carriers appear to be preparing for a potential surge in shipments once trade policy becomes clearer. The 90-day pause—set to expire next week—was put in […]
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