Costs are going up within the terminal enterprise, capability is near full – Maersk CEO

• Container demand continues to be terribly excessive
• Chinese language corporations are taking international market share, underpinning demand
• China continues to develop their exports at a a lot larger tempo than its GDP progress
• Now we have seen rising freight spot charges, they rose 37% in 13 weeks throughout Q2 2025

Because the US and China commerce truce holds for now, we are able to see that the impression has been reverberating for a lot of months already although the 2 international locations struck an accord again in early Could. And with transport capability being almost totally utilised, it pushes freight costs larger amid the continuing surge in demand/provide chain hit. The frenzy right here is all to keep away from any uncertainty that tariffs may come again any time. From a number of months again: Tariffs coverage can change in a single day however provide chains can not

This text was written by Justin Low at investinglive.com.