Robin Transportation Newsletter Week 15
This Week in Logistics | 2025 - Week 15
Presented by Robin Transportation Systems Inc.
💼 Trade Wars Stir Uncertainty, but Forwarders See Opportunity
As new US tariffs shake global markets, logistics players remain cautiously optimistic. While the China-US lane has lost dominance—now just 14% of China’s exports—forwarders are adapting fast, shifting focus to booming APAC trade and warehousing in US free-trade zones. Despite tariffs as high as 54% on some nations, forwarders may benefit from the complex administrative landscape, offering services like compliance and bonded storage. While shippers scramble to adjust, many forwarders are finding new opportunities in the chaos, even as global GDP faces potential strain.
🌍Ocean Trade Faces Pressure as Overcapacity Builds
Despite weak demand, ocean carriers have ramped up capacity on Asia-Europe routes, with a 27% increase since Chinese New Year, far exceeding seasonal norms. Sea-Intelligence points to this oversupply, combined with softening global volumes and new US tariffs, as key drivers behind the steep fall in spot rates and growing concerns of overcapacity in 2025.
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