February finds the freight marketing navigating uneven demand across Asia-U.S. trade lanes in the lead up to Lunar New Year with ongoing capacity management by ocean carriers, and evolving U.S. trade policies. Transpacific lanes continue to see blank sailings and rollover, while India-origin cargo remains relatively stable. Air cargo [...]
U.S. containerized import activity moved through late January without the traditional pre-Lunar New Year volume lift, even as China extended the public holiday to nine days this year. December data already showed a year over year decline in U.S. imports, with China-origin volumes continuing to contract and full-year 2025 [...]
U.S. containerized import activity remains uneven as January draws to a close, with demand shifting across origin regions rather than strengthening overall. China-origin volumes continued to soften while Southeast Asia captured a larger share of outbound activity, leaving capacity available but not always aligned with demand. Carriers added vessel [...]
U.S. containerized imports closed 2025 slightly below prior-year levels, while early 2026 reflects uneven demand across regions. China-origin volumes continued to erode into December as Southeast Asia gained share, leaving capacity available but misaligned with demand. Carriers deployed additional tonnage ahead of Lunar New Year, boosting utilization without tightening [...]
U.S. Customs and Border Protection (CBP) reinforced its expectations for first sale valuation in Ruling H337689, issued October 6, 2025, and recently published publicly. The decision highlights that first sale eligibility depends on an importer’s ability to document how title, risk of loss, and pricing operate across each tier of [...]
Week 2 finds the freight market transitioning from year end recovery into early pre Lunar New Year positioning, defined by elevated ocean capacity, uneven port conditions across Asia and Europe, and a gradual normalization of transpacific air cargo operations. Carrier deployment decisions ahead of the late 2026 Lunar New [...]
TRANSPACIFIC CAPACITY REMAINS LONG AS CARRIERS EXTEND YEAR END BLANK SAILINGS Transpacific container markets remain oversupplied as December demand continues to fade. Carriers are relying heavily on blank sailings to manage utilization, particularly into the USWC where vessel rotations remain highly fluid and short term. USEC services are showing [...]
Week 50 reflects broad softening in containerized import volume, ongoing capacity oversupply across Transpacific services, and sustained peak activity in key Asia air cargo markets. Carriers are initiating extensive blank sailings through late December to manage utilization, while congestion persists at select Asian ports. Trade policy developments remain active, [...]
TRANSPACIFIC & ASIA–U.S. OCEAN TRADE: CAPACITY STILL OUTPACING DEMAND According to a recent industry-leading container-shipping index, offered capacity on Far East → U.S. West Coast and East Coast trade lanes rose over the past two weeks, signaling that capacity supply continues to outpace demand on many routes. This extension [...]
Week 47 brings active shifts in U.S. trade policy, a softening in Transpacific volume, and continued pressure across key Asia air cargo markets. At the same time, Asia origin capacity remains generally stable, while strong e-commerce activity and fourth-quarter demand continue to influence regional air cargo conditions. HOW ARE [...]
