[Sep.2025] Logistics Market Intelligence Report

: August SCFI averaged 1,472, down 13% MoM, with steep declines on North and South America routes. North America stayed weak after front-loading ended and carriers struggled to adjust capacity. Europe fell by 14% MoM as supply pressure persisted despite cuts, with peak season ending early and holiday demand fading.

(Source : Shanghai Shipping Exchange )

: Demand recovery in H2 is expected to be difficult, with new supply and minimal scrapping keeping pressure across routes, making a rate rebound unlikely. Despite the extended U.S.–China tariff truce to Nov 10, North America routes face weak demand and capacity issues, limiting chances of rate normalization this year. Europe routes usually weaken from late August to Golden Week, and oversupply adds risk of further declines.

(Source : SamsungSDS Brightics)

: The global container fleet is expected to grow by 6.6% YoY this year, with oversupply expected to continue, exceeding demand growth of 2.6%. New deliveries this year are expected to reach 2.05 m TEU, the third-highest on record, while scrapping is projected to reach a record low of 10,000 TEU. The order book is also at a record high of 9.87 million TEU as of August.

(Source : Clarksons)

: [Asia] From January to Jul 2025, China’s container ship export value fell by 32.1%
According to the “Xinhua-Baltic International Shipping Center Development Index Report” in July, Ningbo-Zhoushan ranked 7th in global shipping hubs.
- In July, only 10 container ships were exported, down by over 50% YoY.
- By July, 100 ships were exported, with numbers down by 47.1% and

: [Americas] The impact of U.S. tariffs has begun to surface on the unstable trans-Pacific routes
- Import demand on trans-Pacific routes has weakened, and cargo volumes are projected to fall more than 20% YoY through September.
- Demand uncertainty delayed pick-ups, lifting dwell time from 3.8 days in January to 8.1 days in July. Small and mid-sized importers are reducing orders and abandoning low-value cargoes due to tariff.

: [Europe] Port of Hamburg announces 9% increase in container throughput in the first half of the year
- Driven by rising Asia–Europe traffic, Hamburg’s throughput grew 9% YoY in H1.
- Port officials expect this growth to benefit the regional economy and plan strategies to sustain growth.

: In the last week of Aug (week 36), the Baltic Air Freight Index reached 2,051, up 2.6% from the previous week but down 0.5% month over month and 8.2% year over year. The traditional summer low season is limiting overall rate increases. While certain markets—such as apparel, pharmaceuticals, electronics, and semiconductors—continue to face capacity shortages, overall rates remain flat or are trending downward.

(Source : TAC Index)

: Weakened demand in the second half has stabilized China–North America rates, but a temporary spike is expected in Nov due to the shopping season.
Vietnam rates are projected to rise on the back of increased demand following production shifts and the onset of the traditional peak season. India is expected to see a rate increase in Sep driven by temporary demand growth from new mobile product launches.

(Source : SamsungSDS Brightics)

: Global demand rose 6% year over year in Q1–Q2 2025 due to early shipments, but growth is expected to slow to 3.7% in Q3 amid the impact of U.S. reciprocal tariffs on multiple countries and the full termination of the de minimis exemption.
Global capacity in Aug rose 9% year over year, driven by increased passenger belly supply returning to pre-pandemic levels, with Europe–Asia capacity offsetting reduced flows between Asia and North America.

(Source : IATA)

: [Asia] China’s Cross-Border E-Commerce Platform SHEIN Partners with Lufthansa Cargo
- Global retailer SHEIN is collaborating with Lufthansa Cargo to develop sustainable air freight solutions.
- On August 19, the two companies signed a memorandum of understanding (MoU) outlining plans to expand the use of sustainable aviation fuel (SAF) and other low-carbon initiatives, with specific implementation measures to be finalized within six months.

: [Americas] Suspension of Postal Services by Some Countries Following U.S. De Minimis Rule Termination
- With the termination of U.S. de minimis benefits effective August 29, postal services in several countries, including Korea, Germany, Singapore, and Japan, have temporarily halted parcel and certain express shipments to the U.S. The primary reason cited is the lack of clear U.S. government guidance on customs collection procedures and required data submission.

: [Europe] Austria’s Vienna Airport – 9% Increase in H1 2025 Cargo Throughput
- Vienna Airport reported a 9% YoY increase in cargo volumes for H1 2025, reflecting strong demand for air cargo services. This growth was driven by network expansion, increased flight frequencies, and strong performance in key markets such as Asia and North America.
- Strategic investments in airport infrastructure and logistics capabilities have further strengthened its position as a major Central European cargo hub.

Market Intelligence [Sep.2025]Logistics Market Intelligence Report