Author: Paul Kelly

By Paul Kelly in Blog Posted: 4th, September, 2025

US Importers and Exporters Confront a Shifting Trade Landscape

For decades, US businesses have thrived on global trade, benefiting from relatively predictable rules and preferential systems that supported both imports and exports. Today, however, shifting trade policies are rewriting…

By Paul Kelly in News Posted: 3rd, September, 2025

Golden Week Brings Carrier Capacity Strategy into Focus

Each October, China’s export volumes traditionally dip sharply around the Golden Week holiday, with container shipping lines typically blanking sailings to align supply with the reduced demand. And while this…

By Paul Kelly in News Posted: 1st, September, 2025

Asia Pacific Air Freight Grows as China’s eCommerce Slows

With China–US trade constrained by new trade regulations, Asia Pacific is emerging as a dynamic air cargo market, showing faster volume recovery on transpacific and Asia–Europe routes. Air cargo demand…

By Paul Kelly in News Posted: 21st, August, 2025

Asia and Freight Market Update – July 2025

While the White House reintroduced “reciprocal” tariffs, applying baseline duties of 10% to all countries and higher rates of up to 41% depending on origin, the United States and China…

By Paul Kelly in News Posted: 21st, August, 2025

Transpacific Freight Balances Between Volatility and Stabilisation

Transpacific container shipping is showing signs of stabilisation after months of volatility, but the market remains unsettled by tariff pressures, shifting trade flows and persistent oversupply. Spot rates on Asia–US…

By Paul Kelly in News Posted: 21st, August, 2025

Container Shipping Faces A Decade of Oversupply

Global container shipping lines are bracing for a decade of structural oversupply, with new vessel deliveries far outpacing demand growth and additional capacity being released when traffic eventually returns to…

By Paul Kelly in News Posted: 12th, August, 2025

New Tariff Truce to Break US/China Trade Deadlock

The United States and China have agreed to prolong their temporary halt on recent tariff hikes for a further 90 days, offering a brief reprieve for importers as high-level negotiations…

By Paul Kelly in News Posted: 11th, August, 2025

New Tariffs Take Effect as EU Land Trade Deal

The first week of August has brought two major developments, the formal start of new tariffs and a US–EU trade framework designed to reset transatlantic commerce. From 7 August, the…

By Paul Kelly in News Posted: 11th, August, 2025

Truckload Market Signals Shift as Carriers Rebuild Fleets

After nearly three years of steady contraction, the US truckload market may be turning a corner. For the first time in 11 quarters, capacity among the largest truckload operators has…

By Paul Kelly in News Posted: 11th, August, 2025

Invisible Inventory and Front-Loading Cloud Freight Market Outlook

The early rush to front-load shipments ahead of impending tariffs has drained much of the typical second-half year demand. At the same time, invisible inventory - goods stalled in yards,…

Popular Posts
Freight outlook 2025

8th, January, 2025

The global freight industry in 2025 presents a dynamic landscape shaped by robust demand, geopolitical…

Asia and freight market update; June 2024

19th, June, 2024

The OECD, WTO and IMF are predicting that global trade growth could more than double…

Asia and freight market update; April 2024

23rd, April, 2024

Iran’s seizure of the 15,000 teu MSC Aries in international waters off the Gulf of…