Each monthly update we will highlight one trending topic which has an effect on the global ocean freight market.
Global ocean freight enters the final quarter of 2025 in a fragile balance. While spot rates show mild recovery, the Asia–Europe trade remains weighed down by congestion,
delayed schedules, and uneven alliance performance. Across all major lanes, shifting trade routes and renewed U.S.–China tensions keep uncertainty high. With carriers tightening capacity ahead of 2026 contracts, agility and foresight remain essential for supply chain stability.
CAROZ’s eye opener:
The latest movements in global ocean freight suggest a market searching for balance rather than recovery. Rate adjustments and temporary GRIs have brought some stability, yet the underlying reality remains one of structural overcapacity, ongoing congestion, and inconsistent reliability — particularly on Asia–Europe. While carriers use blank sailings and tighter capacity control to strengthen their hand in upcoming 2026 contract talks, these measures also amplify schedule disruption and equipment shortages across key European gateways.
At the same time, the geopolitical landscape continues to reshape global flows. New U.S. trade deals, shifting Chinese tariffs, and the cautious reopening of the Suez Canal all point to a world where trade routes are becoming more fragmented and less predictable.
For shippers and logistics teams, the key takeaway is clear: visibility and adaptability now outweigh timing the market. Those who can anticipate disruption, adjust routing dynamically, and translate data into timely decisions will define the new standard for supply chain resilience heading into 2026.
Want to know more?
Each monthly update we will highlight the developments within the Ocean freight market including the following topics:
In this month’s Market Update:
- Trending topic: Slight Recovery, Persistent Imbalance
- Rail & Air | Asia – Europe
- Space & rate developments
- Port developments & congestion
- Schedule reliability
- TEU per operator
- How to mitigate the risks
