As 2025 approaches, shippers are bracing for a turbulent start to the year. The increased tariffs from the incoming Trump administration, potential US East Coast port strikes, and container alliance restructuring could lead to widespread disruptions. DHL Global Forwarding’s latest Ocean Freight Market Outlook highlights these issues, offering business insights to stay prepared. ASLG is here to help shippers navigate these complexities with tailored logistics solutions.
Key Challenges for Container Shipping in Early 2025
Tariff Hikes from the Trump Administration
Newly elected US President Donald Trump plans to implement sweeping tariff increases, including:
- A 25% tariff on imports from Canada and Mexico.
- A minimum 10% hike on Chinese imports.
It has already triggered a surge in demand for container shipping, as shippers rush to frontload inventory before tariffs take effect. According to DHL, Chinese exports have exceeded expectations, with November volumes on par with those in October and September.
Impact: While the exact timeline for tariff enforcement remains uncertain, shippers can expect continued strong demand until at least the Lunar New Year.
Potential US East Coast Port Strikes
A strike at US East Coast and Gulf ports could add to shipping woes. If negotiations between the International Longshoremen’s Association (ILA) and the United States Maritime Alliance (USMX) fail by January 15, ports handling nearly 50% of US inbound volumes could shut down.
Ripple Effects:
- Inbound vessels would face delays in berthing, leading to congestion.
- Return voyages to Asian and European ports could be disrupted, reducing capacity on major trade lanes.
“Automation disputes remain unresolved, and with Trump siding with unions, the outlook for smooth operations looks grim,” says Praveen Gregory, Senior VP at DHL Global Forwarding Asia Pacific.
Container Alliance Restructuring
The launch of the Gemini Cooperation alliance between Maersk and Hapag-Lloyd in February 2025 could also impact supply chains. While carriers have planned for this realignment, unexpected delays—like a port strike—could slow its implementation.
What to Expect:
- Initial disruptions as new service networks stabilize.
- Promises of improved service levels once the alliance settles.
Opportunities Amid Challenges
Despite potential disruptions, freight rates remain strong. The Shanghai Containerized Freight Index (SCFI) reports:
- Spot rates from Asia to Europe are 255% higher year-on-year.
- Rates to the US West Coast are 147% above last year’s levels.
While demand remains robust, planning and adaptability will be crucial for shippers in the months ahead.
How ASLG Can Help
ASLG provides end-to-end logistics solutions tailored to your needs, ensuring minimal disruption to your supply chain:
- Customs Expertise: Navigate new tariffs with streamlined customs clearance and compliance.
- Contingency Planning: Proactive strategies to mitigate risks from strikes and capacity disruptions.
- Flexible Freight Options: Access to diversified shipping routes and carriers to avoid bottlenecks.
- Real-Time Tracking: Stay informed with advanced tracking tools and visibility solutions.
Whether you’re managing peak season surges or adjusting to new trade policies, ASLG ensures your cargo arrives on time and within budget.
