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Cello Square

Market Intelligence [Jun. 2025] Logistics Market Intelligence Report

Registration dateJUN 18, 2025

Container Freight Rate : SCFI

: Transpacific fleet realignment drives up major route freight rates, SCFI composite index also increases.
Volatility increased due to trade policy, especially as the Transpacific route freight index soars.

(Source : Shanghai Shipping Exchange )

Demand & Supply Trend

: Demand in 2025 to increase 2.0% from last month's forecast as orders surge due to US-China tariff easing.
Supply growth rate in 2025 is expected to exceed demand growth rate, leading to continued oversupply.

(Source : Clarksons Research)

Regional Trends

: [Asia] China's trade volume grew 5.6% YoY in April
- China's trade import and export volume in April was 3.8 trillion yuan.
- In particular, the 'Chankai-Shanghai' maritime route recorded 41 K tons of cargo volume and 1.02 billion yuan in cargo value as of April this year, and the Shanghai-Peru export and import volume increased by more than 60% YoY.

: [Americas] CMA CGM redeploys fleet to meet US port entry fees
- CMA CGM to reorganize global fleet to avoid US port fees on Chinese vessels starting in October.
- CMA-CGM has about 670 ships, less than half of which are built in China, but it emphasizes that it has enough capacity to avoid the fee.

: [Latin America] Itapoa Port Becomes Brazil's Second Busiest Container Terminal
- Porto Itapoa recorded the second highest performance in Brazil this year, handling over 202,000 TEU in Q1.
- This is a 37% increase from the previous year and exceeds the national average growth rate of 10%.

TAC Index

: In May 2025, Asia-N.America air demand and rates rebounded following the U.S.-China tariff cut agreement.
In 1st week of Jun, China-US index rose 3.2% WoW, maintaining an uptrend for 2 consecutive weeks.

(Source : TAC Index)

Demand & Supply Trend

: IATA recently revised down the 2025 growth forecast from 6.0% to 0.7%, reflecting global developments
In 2025, demand and supply on major routes remain uncertain, while other regions see active growth.

(Source : IATA)

Regional Trends

: [Asia] EU to Change Fees on Small Parcels from China
- On May 20, the EU proposed a draft imposing a €2 flat fee per small parcel sent to individual consumers, while shipments to EU warehouses would be charged a €0.5 lower fee.
- Currently, parcels valued under €150 can enter the EU duty-free, serving as a key channel for cross-border sellers.

: [Europe] AirBaltic Officially Opens Baltic Sea Cargo Hub
- AirBaltic officially opened the Baltic Cargo Hub at Riga Airport, marking a major milestone for Latvia’s aviation sector.
- The hub features semi-automated cargo handling, including a postal sorter, optimizing both belly and freighter operations.

: [Americas] Rising air cargo demand raises bottleneck concerns
- Rising air cargo demand outpaces infrastructure investment at major airports, including in the U.S., raising bottleneck risks
- Short-term demand surges may trigger a bullwhip effect; some airports already face 2–3 hour truck wait times.

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