Dimerco – tariffs, regional shifts, capacities reshaping markets
Dimerco’s latest freight report highlights how new US tariffs on imports from China, Mexico and Canada are reshaping global trade flows.
Many shippers are seeking alternative sourcing options, particularly in Southeast Asia. Ocean carriers are deploying new vessels to ease pressure, yet inconsistent demand and blank sailings continue to affect reliability.
Intra-Asia routes are under strain, with Ramadan adding to equipment shortages. Airfreight markets remain soft post-holiday, especially on e-commerce lanes.
“We’re seeing a fundamental shift in how vessels are deployed, which could cause congestion at major US ports,” said Peter Lin, vice-president for ocean freight at Dimerco. High-tech exports from Taiwan and South Korea remain stable, but infrastructure bottlenecks in Southeast Asia require proactive logistics planning. (ah)