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U.S. Presidential elections on November 5, 2024 could have significant implications for global trade and supply chains.

"The lights are flashing red on the geo-political dashboard and it would be foolish to ignore them."

Importers likely to frontload cargo ahead of disruptions in 2025, driven by labour negotiations and Chinese New Year.

Growth in inventories a continuation of a long-term trend that began in 2009 (with a temporary drop during the pandemic)

Largest deployment growth on Asia/Europe route at 24%; container fleet up 10.6% between June 1, 2023 and June 1, 2024

Largest decrease in June was on Asia↔North Europe of 7.3 percentage points to 34.9%

2024 has seen record-breaking numbers of new ships delivered but overcapacity previously expected has not materialised

To open eight, temperature-controlled, GxP-compliant facilities for cross-docking operations

Strike threats at U.S. East and Gulf Coast ports may see importers accelerate efforts to protect ocean supply chains

Red Sea crisis continues to cause significant disruptions in global shipping; three alliances short by 36 vessels

Trade Index reveals the impact of global trade, technology, and trade policy on U.S. businesses

Spot rates from Far East into the U.S. have softened since last round of GRIs were implemented at the start of February