2025 Outlook Mid-Year Ocean Freight Update

Navigating the Waves of Change

The ocean freight market is in constant flux, and the shifts happening now will determine your supply chain's success in the second half of the year. As we reach the midpoint of 2025, it’s time to take stock of the shifting dynamics shaping global supply chains.

The ocean freight landscape has undergone significant changes since the beginning of 2025. Our Mid-Year Ocean Freight Outlook delves into these developments, offering insights into how market conditions have evolved and what shippers can expect moving forward.

Key Themes from the 2025 Outlook and Their Evolution:

Global Demand Growth: 2025 growth now expected at 0-2%, down from 3% in October 2024.

Red Sea Impact: A return to the Red Sea in 2025 is unlikely, but there’s a possibility it will happen during a shipper’s next long term contract period

Capacity: Fleet growth to be 5-6%, with carriers struggling to manage capacity in H2 2025.

Alliances: New alliance schedules are in place, but port fees are causing added costs for shippers.

Risk Management: Freight rates may fall in the latter half of 2025, but shippers must remain cautious of black swan events.

Decarbonization: Environmental regulations have intensified after record-breaking emissions in full-year 2024

Stay Ahead of Market Movements

With volatility at an all-time high, knowing where the market stands is essential to securing favorable rates and ensuring supply chain stability. Get the insights you need to make informed decisions and keep your business agile.