The latest Asia Pacific Freight Report from global logistics provider Dimerco highlights the ongoing changes in the freight market driven by production fluctuations, geopolitical developments and capacity constraints as the holiday season approaches.
According to Dimerco analysis, global manufacturing PMI eased slightly to 50.8 in September, indicating modest growth amid a slowdown in overall demand.
The United States and India showed strong manufacturing activity, while markets such as Taiwan and South Korea showed contraction due to various economic conditions in the region.
Pacific air freight demand increased significantly before the end of the year due to high-tech and consumer electronics launches, e-commerce promotions ahead of Black Friday and a shortage of aluminum coils in the US market.
Shippers are advised to anticipate limited capacity, especially given the temporary US-China tariff freeze that expires in mid-November, which has resulted in significant front-loading of shipments.
Ocean carriers have made significant capacity adjustments, with approximately 7 percent of scheduled voyages canceled to stabilize freight rates. Notably, the introduction of the General Rate Increase (GRI) has begun to show positive effects on rates.
However, uncertainty remains high due to USTR 301’s new port charges on Chinese vessels and retaliatory tariffs, which are expected to significantly affect trade patterns.
Regionally, transport capacity in Northeast Asia, Southeast Asia, India and Mexico is declining significantly, with air transport markets particularly under pressure. In China, strong e-commerce demand combined with pre-tariff shipping has greatly increased air and ocean freight rates, especially to the US West Coast (USWC).
Southern China and Hong Kong are facing increasing congestion and increased cargo volume due to seasonal demand. Australian port congestion and equipment shortages also limit cargo availability.
European air travel remains limited due to disruptions from the Everest ransomware attack affecting major airports, while ocean carriers are cautiously expanding in the Red Sea region despite lingering security risks.
Dimerco advises shippers to carefully plan, reserve and monitor ongoing tariff negotiations and geopolitical developments to minimize supply chain disruptions.
For comprehensive insights and accurate market forecasts, download the full Asia Pacific Freight Report November 2025 here: APAC Freight Report Catalog
Public relations contact:
Gitte Wilmsens
Director of Public Relations and Brand Communications
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www.pesti.io
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