News & Highlights

• Warehousing vacancies hit new peak, but larger facilities still needed

  December 30th 2025

  Developers expect vacancy rates to drop as shippers that had been paralyzed by US tariff uncertainty set more long-term plans in motion. (read more)

• E-commerce, AI demand to keep ex-Asia air freight under pressure

  December 30th 2025

  Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by (read more)

• CMA CGM’s Oceania-US East Coast service to kick off in February

  December 30th 2025

  While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small base. (read more)

• Maersk waives ‘disruption surcharge’ for Red Sea sailing on India-USEC trade

  December 30th 2025

  The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024 following the industry-wide rero (read more)

• Shippers to regain leverage in trans-Pacific contract negotiations

  December 30th 2025

  The strength of holiday retail sales in the final month of 2025 and inventory levels approaching the Lunar New Year factory shutdowns in February will (read more)