Category: Newsletters

Newsletters

Trade Tensions Drive Air Cargo Demand Between China and the U.S.

Airfreight capacity between China and the U.S. remains tight as importers accelerate shipments ahead of a proposed additional 100% tariff on Chinese imports set to take effect on November 1. The announcement has intensified demand for services, especially in North China, where limited space is available. As a result, rates remain elevated and the pressure

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Newsletters

IMO Postpones Net-Zero Framework Decision

The shipping industry faces another year of uncertainty over the global shipping carbon tax. Negotiations at the International Maritime Organization (IMO) concluded without agreement on the Net-Zero Framework, resulting in a year-long adjournment.  The Marine Environment Protection Committee (MEPC) session, held in London, ended without consensus or a vote on proposed amendments to MARPOL Annex

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Newsletters

U.S. and China Begin Enforcing Reciprocal Port Charges

On October 14, 2025, both the United States and China began enforcing reciprocal port charges aimed at  each other’s maritime interests. China’s Ministry of Transport (MOT) announced its levy on October 10, targeting vessels affiliated with the U.S. The measure is widely seen as a direct response to the Section 301 tariff measure introduced by

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Newsletters

Port of Antwerp-Bruges Resumes Operations, Begins Clearing Vessel Backlogs

Maritime traffic at the Port of Antwerp-Bruges has resumed following a two-day strike action by Flemish harbor pilots. However, port authorities have cautioned that it would take time to clear the resulting backlog. As of October 16, 2025, the port continues to face capacity challenges from ongoing “go-slow action” at both Antwerp and Zeebrugge. “The

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Newsletters

Importer Sensitivity and Tariff Concerns Affecting U.S. Import Volumes, says Descartes

U.S. containerized import volumes declined in September 2025, reflecting both seasonal softening and increased caution among importers ahead of key trade policy deadlines. According to the October Global Shipping Report from Descartes Systems Group, total inbound volumes for September declined by -8.4% from August and by -8.4% year-over-year. As reported by Logistics Management, September ranked

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Newsletters

Trade Resilience in 2025, but WTO Lowers 2026 Forecast

In its October Global Trade Outlook and Statistics update, the World Trade Organization (WTO) has cut its 2026 global trade volume growth projection to 0.5%, down from 1.8% previously projected in August.  WTO Director-General Ngozi Okonjo-Iweala noted, “Looking to 2026, the fact is there’s so much uncertainty, it’s hard to be conclusive.” She identified strong

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Newsletters

USTR Fees to Potentially Impact 30% of Containerships

New port fees from the Office of the United States Trade Representative (USTR) will apply to vessels linked to China beginning October 14.  As reported by splash247, BIMCO calculated that only one-third of tanker and container vessels are expected to fall under the scope of the new fees. In contrast, 45% of bulkers are expected

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Newsletters

August Air Cargo Demand Holds Steady Amid Slowdown Signs

Global air cargo demand remained resilient in August, with cargo tonne-kilometers (CTK) rising 4.1% year-on-year, according to the International Air Transport Association (IATA). While slightly below July’s 5% growth, August was the sixth consecutive month of year-on-year growth, IATA’s August global air cargo market report revealed. IATA Director General Willie Walsh noted that the change

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Newsletters

U.S. Port Fee Policy to Cost Top 10 Carriers $3.2 Billion

As of October 14, 2025, U.S. trade policy will implement a new port fee for Chinese-owned, operated, or built vessels. The proposed fee structure is reportedly linked to China’s dominant role in global maritime trade. According to a report by splash247, consultancy Alphaliner assessed that the top ten container carriers could face a combined total

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