Stronger flows from Vietnam, Thailand & Malaysia into the US, outpacing China.
Key drivers: AI servers, consumer electronics, high-tech cargo.
Airlines adding extra capacity for TPEB routes.
Ocean Freight Outlook
CMA CGM’s $23B port bid, Panama contract revocations, and sanctions disrupting global liners.
Smaller carriers expand via Suez Canal as larger liners reroute around conflict zones.
Carriers blanking 7% of sailings, mainly Transpacific and Europe.
North America volumes weak despite temporary tariff truce.
Regional Outlook
China: Cargo airports including PEK, PVG, CGO face restrictions Aug 20–Sep 5. Export cargo requiring 24h cool storage may not be accepted. Advance planning is advised.
South Korea: US bookings should be made 1 week in advance. Tightening lanes to Singapore and Penang due to machinery cargo.
Southeast Asia: Space to the US is tightening, especially from Vietnam and Thailand.
Mexico: Tropical storms causing delays at Manzanillo ports. Customs inspections taking up to 15 hours.
There’s a lot more happening in the global freight market. Find out more in our monthly update.
