The Kazakhstan-Russia border faces severe freight congestion (over 5,000 trucks stranded). Tighter inspections, system failure, bad weather & politics cause it, leading to $340M losses and disrupted EAEU trade.
The U.S. will impose port fees on Chinese vessels, raising top liners’ annual costs by $3.2B. Alliances cut U.S. routes, but BIMCO expects stable global rates. China has added countermeasures; short-term disruptions may occur.
Wan Hai Lines launches CS3, a new direct route from North/East China to Indonesia. It starts its maiden voyage from Dalian on Oct 31, 2025, with a 35-day cycle and port sequence DLC-HSK-TAO-NGB-SUB-JKT-SIN-PKW-KHH-DLC.
Trump announced a 100% tariff on Chinese products & critical software export controls from Nov 1, then backtracked on canceling a China summit. U.S. stocks plummeted; analysts see tariffs as a tactic, exposing U.S. anxiety. The APEC Summit may host the meeting.
CMA CGM officially launches the 2025 Cherry Express Line, with a travel time of only 23 days from San Antonio Port in Chile to Shanghai Port. The port call sequences of ACSA 1 and M2X routes are temporarily adjusted, and there are 8 fixed schedules at San Antonio Port for this express service.
2025 Q4 air freight growth slows, with Sept spot rates down 4% YoY. US tariffs, Red Sea crisis, and e-commerce shifts affect routes; yet 2025 demand is expected to rise 3-4%, better than feared.
MSC launches new SAMBAR route & upgrades PERTIWI/ORCHID routes (Oct-Nov 2025). They link China to SE Asia, with maiden voyages from Dalian/Busan/Fuzhou.
IKEA acquired U.S. Locus (valued at $300M) to boost online sales. The AI logistics platform cuts €100M/year in delivery costs, piloted in U.S./UK first.
Evergreen, Yang Ming & Wan Hai launch a new direct North China-Indonesia route (CIM/CS3). 35-day cycle, maiden voyage from Dalian on Nov 1, 2025, to boost regional trade.
Liner companies are canceling voyages at a post-pandemic record rate due to U.S. tariff turmoil and weak demand. Oct 2025 will see 138 U.S.-China suspensions; tariffs hurt freight rates and 2026 contracts.
