[Aug.2025] Logistics Market Intelligence Report

: The composite index continues a downward trend due to weak demand and oversupply on North America.
Europe is entering peak season and port congestion is keeping capacity tight, leading to rising rates.

(Source : Shanghai Shipping Exchange )

: Demand growth is expected to be 2.6%, with some routes(Asia-Major developing countries) showing solid performances despite a slowdown following frontloading.
Meanwhile, the supply-demand balance is expected to weaken as fleets are expected to increase by 6.7%.

(Source : Clarksons)

: [Asia] China’s Ningbo-Zhoushan enters the top 7 global shipping hubs
- According to the “Xinhua-Baltic International Shipping Center Development Index Report” in July, Ningbo-Zhoushan ranked 7th in global shipping hubs.
- It runs 308 routes, processing 210 vessels(20,000-TEU ships) in 2024, reinforcing its status as a global hub.

: [Americas] Transpacific capacity declines due to tariff exemption expiration
- As the August tariff deadline approaches, shipping companies are gradually reducing their services on the transpacific route to the U.S..
- OOCL canceled East Coast sailings on PSX in late July. COSCO halted Asia-to-West Coast services in July, and Premier Alliance canceled two MP2 sailings.

: [Europe] Antwerp's container throughput grew in the 1H 2025
- In the first half of 2025, Antwerp's total throughput fell to 137.2 million tons, down 4.3% year-on-year, but container throughput rose by 3.7% TEU, showing growth.
- European ports are continuously facing congestion due to a combination of rising cargo volumes, labor shortages, operational bottlenecks, and market changes caused by the U.S.-led tariff war.

: Early Aug, U.S. tariff uncertainty weakens demand, summer belly growth keeps market soft.
Last-minute front-loading ahead of Aug 7 tariffs was not evident in the air cargo market.

(Source : TAC Index)

: June global demand held steady for three months at 21Billion ton kilometer, while supply inched up to a yearly high of 40.9 21Billion ton kilometer.
In 2025, load factors averaged around 50%, with supply growth limiting gains despite steady demand.

(Source : IATA)

: [Asia] China’s top air export commodities in '25
- According to China’s smart cross-border logistics platform Baiyuanwang, the top international air cargo categories in '25 are cross-border e-commerce, electronics, auto parts, fresh food, ad apparel .
- Electronics, auto parts, fresh food, and apparel are seeing higher air transport shares due to high value and time sensitivity.

: [Americas] Air demand growth raises concerns of recurring bottlenecks
- From 8/29, the U.S. will end de minimis treatment for all low-value imports under $800, potentially affecting peak-season logisics.
- Low-value non-postal goods face immediate tariffs, China-origin lost benefits in May, and 50% tariff hike on Brazil from Aug 6 spurs Asian shippers to expedite Southeast Asia exports before U.S. tariffs.

: [Europe] Swissport opens fresh cargo center at Liege Airport
- In Aug, ground handler Swissport opened a dedicated temp-controlled storage facility at Liege Airport, the airport’s only fresh cargo facility, with capacityfor 40 ULDs at 2–8°C.
- Aimed at the Dutch flower market, the facility serves as a refrigerated hub for intra-Europe road transport, enhancing import flows. Swissport is developing Liège into a global cold chain hub, extending to flowers, pharmaceuticals, and e-commerce.

Market Intelligence [Aug.2025]Logistics Market Intelligence Report