Freight Market Update – September
Check out this month’s air cargo trends and insights presented by Judah Levine.
Webinar
This month, Judah Levine, Freightos’ Head of Research, is joined by Parash Jain, HSBC’s Global Head of Transport & Logistics Research, to break down how capacity, tariffs, and new U.S. port-call fees are reshaping global shipping – and what it means for rates and supply chains heading into Q4.
From an accelerated Supreme Court tariff review to record orderbooks and Chinese carriers bracing for fresh fees, here’s what’s driving freight markets in September.
Highlights from This Month’s Update:
- Tariffs: A Supreme Court Wild Card
An expedited U.S. Supreme Court review could upend tariff rules by year-end – opening the door to refunds, front-loading, or new duties.
- Ocean: Capacity Rules the Game
With fleets growing faster than demand, carriers face sustained rate pressure unless disruptions tighten supply.
- U.S. Port-Call Fees
New rules targeting China-built vessels could cost carriers billions, force redeployments, and briefly tighten feeder capacity.
- Air Cargo: Stable Despite Shifts
Volumes are holding, even as U.S. de minimis closures shift e-commerce flows from China to Southeast Asia and Europe.
