Kontakt Flappe öffnen

Seafreight Insights

Read our Seafreight Insights to find out about the latest developments in the global sea cargo industry. Get an update on trade and rate developments as well as flexible solutions offered by cargo-partner to deal with the current challenges.

 

The transport and logistics industry continues to face familiar challenges and emerging geopolitical risks. Amid a cooling global economy, uncertainty remains due to trade tensions, which is impacting international ocean freight.

  • The current tariff exemption for China has been extended once again, but it remains unclear what will happen if no agreement is reached by the current deadline of November 10. 
  • We can expect a downturn on the Transpacific Eastbound route, as US importers have now frontloaded their cargo to avoid the tariffs, resulting in high inventory levels.
  • The customs agreement with the EU has resulted in a stable market with no significant changes in terms of volume or rate volatility.
  • The situation in the Red Sea remains unclear, with no return expected in H2 as shipping lines remain cautious.
  • Trade tensions, excess vessel capacity, and softening demand are weighing on the container shipping market outlook for the second half of 2025. Ocean carriers are adjusting their full-year profit forecasts downward as these factors dampen performance and reduce expectations for a strong peak season.

Current market assessment from September 1, 2025:

Legend: traffic lights showing current status, arrow indicates possible development of transport rates.

Current Key Takeaways

Rising Risk in the Red Sea?

  • Insights

Geopolitical tensions and attacks in the Red Sea have increased since the start of the Israel-Hamas conflict. In the wake of this conflict, merchant shipping was affected by missile…

mehr lesen

Panama Canal: When Waterways Lack Water

  • Insights

The Panama Canal, which connects two oceans, simply does not have enough water. Delve deeper into maritime traffic jams and how the Suez Canal temporary substituted the Panama Canal.

mehr lesen

What you need to know: European Union Emissions Trading System (EU ETS)

The EU has adopted a legislative action plan to achieve carbon neutrality by 2050. This plan includes reducing greenhouse gas emissions by 55% by 2030 and also impacts the shipping industry.

mehr lesen

Cost-Effective and Reliable Transport Solutions for Dangerous Goods

Are you looking for the most cost-effective and reliable way to ship dangerous goods such as batteries for electric vehicles, e-bicycles, power tools and medical devices?

mehr lesen

A talk with Rolf Habben Jansen, CEO of Hapag Lloyd

We had the opportunity to talk to CEO of the fifth largest container carrier worldwide about the recent developments in seafreight and acquisition plans.

mehr lesen