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 of overcapacity—coupled with subdued demand—reflects a broader softening in import volume entering the U.S., consistent with macroeconomic headwinds and the winding down of peak-season replenishment.
AIR CARGO & ALTERNATIVE MODES
On the air-cargo side, recent data shows the global air freight market continues to navigate mixed signals. For example, overall cargo volumes across many corridors rose in October 2025 — though not uniformly across all routes.
That said, broader uncertainties (route-planning, shipping-lane disruptions, global economic pressures) are increasingly prompting shippers to scrutinize modal strategy — potentially reconsidering air vs. ocean based on cargo type, urgency, and supply-chain risk tolerance.
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