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December 16, 2025
Top News & Analysis
Alliance members Ocean Network Express, HMM and Yang Ming said they were “closely monitoring” the situation around the Red Sea with the focus on the safety of crew, ship and cargo.
The US Department of Transportation estimates there are about 200,000 holders of non-domiciled commercial driver’s licenses, most of whom would lose eligibility under a proposed rule that would bar certain immigrants from operating commercial vehicles.
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As economists question whether the US consumer is finally pulling back as tariff costs increasingly show in store prices, another major generator of freight – manufacturing orders – is showing signs of sputtering. |
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Container volume growth is slowing, with a 2.1% year-over-year expansion in October the weakest since February, according to new data from Container Trade Statistics. The deep slump in US imports, thanks to cautious replenishing and months of frontloading to avoid higher tariffs, is proving the biggest drag on global growth.
Worryingly, imports from Asia to Europe in October notched the first year-over-year decline since February, dropping 3% compared to October 2024. Container growth tied to Africa, the Middle East, Latin America and Asia was offset by weaker trade with North America and Europe.
Analysts expect the trend to continue in 2026, with North American ports on track for zero growth to a 2% retraction. Global container volumes, comparably, will expand 2.5% to 3.5% next year, according to shipowner association BIMCO. Click here to interact with this chart and more.
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The Manila-based company is tapping into moves by the governments of Brazil and South Africa to enable their ports to handle steadily rising container volume and calls by larger vessels.
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Although major US gateways have made some progress in promoting data sharing on vessel arrivals, port authorities say more systemic thinking must take place among carriers and their supply chain partners to avoid a repeat of the meltdown that occurred in 2021-22. |
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Tuesday, January 20th at 2:00pm EDT
As 2025 closes, freight demand remains soft, and many indicators suggest the first half of 2026 may bring even slower patterns before a rebound takes shape. To help shippers plan with confidence, this session breaks down what the data is signaling and how those trends translate into real-world supply chain impacts.
Lee Klaskow, senior analyst for transportation at Bloomberg Intelligence, will unpack the economic forces shaping the 2026 outlook and the metrics that matter most. Gary Cornelius, vice president of business development at TCW, will provide the motor carrier perspective and highlight what shippers can expect from capacity, service models and carrier response as conditions shift. Join us for a practical, data-backed look at what early 2026 may hold and how your supply chain can prepare for what is ahead.
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