Each monthly update we will highlight one trending topic which has an effect on the global ocean freight market.
From shifting alliances and falling rates to geopolitical tensions and port congestion—global logistics is under pressure on multiple fronts. Carriers are navigating new networks while holding off on capacity cuts, reliability is being tested, and risks in key regions remain high.
Curious how these developments impact your supply chain? Dive into this month’s Market Update for the full picture.
CAROZ’s eye opener:
The global ocean freight market is going through a period of change and uncertainty. While rates continue to fall, carriers are holding off on blank sailings—at least for now. With new alliance structures like Gemini still being rolled out, there’s limited flexibility to reduce capacity without adding more disruption. But once these networks are fully in place, capacity control is expected to return.
At the same time, early performance figures from Gemini show that even simplified networks face reliability challenges. Add to that the impact of U.S. tariff plans, growing Rotterdam congestion, and ongoing Red Sea risks, and it’s clear the pressure on global logistics isn’t easing.
For now, the industry is caught between structural changes and geopolitical tensions; slowing response, but not reducing complexity.
Want to know more?
Each monthly update we will highlight the developments within the Ocean freight market including the following topics:
- Trending topic: Blank sailings on hold?
- Rail & Air | Asia – Europe
- Space & rate developments
- Port developments & congestion
- Schedule reliability
- TEU per operator
- How to mitigate the risks
