Tariff issues continue to play a significant role in peak season logistics for 2025. To cope with rising transportation costs, businesses need to actively adjust their strategies and optimize supply chain management to maintain a competitive edge.
Severe flooding in Texas has affected bulk cargo ports, leading to delays in cargo transport, potential queues of vessels, and rising freight costs, posing challenges to the global supply chain. The export and import of bulk goods at key ports have been impacted, and future market fluctuations require attention.
Port Klang announced a phased increase in container handling and storage fees starting in 2025, with a maximum rise of 243%. This policy has far-reaching effects on the global freight forwarding industry, squeezing profits for some companies and prompting more customers to turn to alternative ports. In response, freight forwarders are seeking strategies to cope with these changes, adjusting pricing mechanisms while also facing government bailouts.
Due to tariff impacts, some Amazon sellers may cancel Prime Day promotions. High tariffs are driving up costs, putting pressure on seller profits and forcing them to re-evaluate their participation strategies. Sellers are actively seeking solutions, including raising prices or finding alternative sources of supply. This 'tariff storm' reflects the challenges faced by cross-border e-commerce and deserves attention. Sellers are trying to mitigate the negative effects of tariffs on their business during this important sales event.
The Shanghai COVID-19 outbreak severely impacted cross-border logistics, exacerbating delays due to port congestion, courier service disruptions, and infected truck drivers. This increases delivery time risks. Sellers should monitor listing performance and return rates closely. To proactively address these challenges, optimizing operations and adjusting inventory strategies are crucial. By adapting and innovating, sellers can navigate the crisis and potentially seize new opportunities in the market.
China-Europe maritime transport is a crucial artery of global trade, supporting significant trade volumes and surpluses between the two regions. It's also a key component of the Belt and Road Initiative, holding geopolitical significance. However, maritime transport poses environmental challenges, including carbon emissions and marine pollution. Shipping costs are influenced by various factors, ranging approximately from $2000 to $4000 per cubic meter. Collaborative efforts between China and Europe are necessary to achieve sustainable development in maritime transport.
In June 2025, the global air freight market experienced a growth of 0.8%, with international cargo demand rising by 1.6%, particularly notable in the Asia-Pacific region. Available cargo space expanded by 1.7% year-on-year, although the cargo load factor declined. Jet fuel prices decreased by 12% compared to the previous year, while freight rates saw limited increases. Overall, the market continues to face both challenges and opportunities.
The bankruptcy of Yellow Corporation has significantly impacted the US Less-than-Truckload (LTL) transportation market, leading to a redistribution of market share and fluctuating freight rates. Industry participants are actively responding, with carriers expanding capacity and shippers diversifying risk. The future market is expected to exhibit trends towards consolidation, technological advancement, differentiation, and sustainability. This event underscores the importance of adaptability and innovation in the face of industry disruption.
SEKO Logistics executives stated in a media call that rising interest rates could dampen freight demand, predicting a moderate peak season this year, with potential growth towards the end. They noted increased interest in logistics outsourcing and network optimization, alongside more cautious inventory strategies. Companies need to be agile and adaptable to seize opportunities in the complex economic environment. The executives emphasized the importance of proactive planning and strategic partnerships to navigate potential challenges and capitalize on emerging trends within the logistics sector.
