North America Import Ocean Freight Update

OCEAN FREIGHT UPDATE

Asia to USA/Canada

  • Demand has remained stable, Space is available.

  • Blank Sailings are expected thru CNY as carriers adjust to Red Sea Situation and lower demand

  • Capacity anticipated to decrease due to longer transit times around the Cape of Good Hope, delaying empties return to Asia in coping with Red Sea situation

  • Rates increasing due to CNY and increased carrier operational cost

  • Carriers announcing GRI/PSS and Emergency Surcharges; carrier/lane dependent

  • Trucking and intermodal capacity open

  • Domestic Truck Rates remain soft

  • Forecast/Bookings recommended 14 day advance notice prior to Cargo Ready Date

  • SSL Routings continue to adjust to account for lower demand and blank sailings due Red Sea situation

Europe to USA/Canada

  • Demand has increased

  • Space availability has tightened due to Red Sea situation

  • Forecast/Bookings highly recommended 21 day advance notice prior to Cargo Ready Date

  • Rates creep upward, and will continue as capacity tightens

India to USA/Canada

  • Space is tight and equipment is a challenge, especially at ICD’s

  • Blank sailings increase due to Lunar New Year and Red Sea situation

  • ICD points still lack equipment and are experiencing delays via rail

  • Forecast/Bookings recommended 30-40 day advance notice from Cargo Ready Date

  • Rates are steadily increasing due to increased demand and carrier operational costs

  • Transit times are increasing due to rerouting of vessels

Overall, we anticipate the next few weeks thru Lunar New Year to be bumpy; due to uncertainty in the Red Sea, capacity/equipment constraints and increased rates. However, our opinion is that of S&P Global Market Intelligence; things will settle down after the Lunar New Year; with no surge in demand in sight, interest rates still being high, US Housing market in the red and US GDP growth being forecasted at 1.5%, less than the 2.4% last year.

To discuss your cargo or solutions on particular lanes, please contact your South East World Wide (Chicago), Ltd. Sales Representative.

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Maritime Trade- Significant developments affecting global trade

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Red Sea Security Situation and Rate (Update)