The market has recorded a high demand for transportation, showing a strong upward trend in June, and is expected to maintain this growth momentum. This is a positive signal indicating the recovery and vibrancy of commercial activities.
- Surge in Transportation Before Tariff Implementation: A significant factor driving the sharp increase in cargo volume, especially from Southeast Asia to the West Coast of the United States, is the proactive acceleration of shipping by importers. Specifically, the policy to suspend tariffs for 90 days, ending on July 9, and the tax reduction policy for goods from China expiring on August 11 are creating pressure to "race" to get goods to port before these deadlines.
- Container Equipment Situation: Currently, the availability of container equipment is generally stable, with no significant signs of shortage. This is a favorable factor that helps alleviate pressure on the supply chain.
- Implementation of GRI and PSS: The implementation of the General Rate Increase (GRI) and Peak Season Surcharge (PSS) effective June 1 has been confirmed by shipping companies and is expected to be fully enforced without adjustments.
- Factors Affecting Freight Rates: The main driver for this price increase comes from a combination of strong market demand and the shipping capacity on the Asia-North America route not yet fully recovering. This directly impacts both spot rates and fixed contract rates.
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