Author: Paul Kelly

By Paul Kelly in News Posted: 18th, September, 2025

Asia and Freight Market Update – August 2025

Global trade conditions remained subdued in August 2025, with export orders contracting for a fifth consecutive month. However the pace of decline slowed, and manufacturing output returned to growth, supported…

By Paul Kelly in News Posted: 16th, September, 2025

Transpacific rates slip as GRIs fizzle

Sea freight spot rates on the transpacific trade remain under pressure, as carriers attempt to arrest steep falls by combining general rate increases (GRIs) and blank sailings appears to be…

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

Reefer Equipment Shortages Persist Despite Record Production

Refrigerated container availability remains under pressure, even as new-build production surges to the highest levels in more than a decade. Shippers relying on temperature-controlled supply chains face continued challenges from…

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…

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