Observations: Global Maritime and Air Cargo Logistics

Introduction

As of March 2025, the global logistics landscape is experiencing significant shifts, particularly in maritime and air cargo sectors. These changes are influenced by factors such as evolving capacity dynamics, geopolitical developments, and seasonal demand fluctuations. At Euro-American Worldwide Logistics, we are committed to keeping our clients informed about these trends to facilitate strategic decision-making in supply chain management.​

Maritime Shipping: Capacity and Rate Adjustments

Recent analyses indicate that major trade lanes are expected to maintain balanced capacity or exhibit slight surplus through May 2025. This equilibrium is partly due to ongoing monitoring of the Red Sea situation, where potential resolutions could reintroduce approximately 10–15% additional capacity into the global market. Such an increase would likely alleviate some pressure on shipping schedules and reduce congestion in critical maritime corridors.​

Concurrently, the Drewry Composite Spot Container Index has reported a 25% decline compared to the same period last year, reflecting a moderation in container shipping rates. This decrease suggests a stabilization of the market following the unprecedented highs experienced during the pandemic years. Shippers should remain vigilant, however, as rates may continue to fluctuate in response to geopolitical events and shifts in global trade policies.​

Air Cargo: Rate Increases Amid Rising Demand

In the air cargo sector, spot rates have experienced an 8% year-over-year increase as of the tenth week of 2025. This uptick is accompanied by a 2% rise in total tonnage over the same period, indicating a growing demand for air freight services. Several factors contribute to this trend:​

  • Tariff Anticipation: Businesses are proactively shipping goods ahead of anticipated tariff implementations, aiming to mitigate potential cost increases.​
  • Post-Lunar New Year Activity: The conclusion of the Lunar New Year holiday typically heralds a surge in manufacturing and export activities, leading to increased air cargo volumes.​

These elements collectively exert upward pressure on air freight rates, a pattern that may persist as companies strive to navigate the complexities of international trade regulations and seasonal demand cycles.​

Strategic Recommendations

In light of these developments, Euro-American Worldwide Logistics advises clients to consider the following strategies:

  • Diversify Shipping Methods: Balancing between maritime and air freight options can provide flexibility and cost-effectiveness, especially when navigating fluctuating rates and capacity constraints.​
  • Advance Planning: Proactively scheduling shipments and staying informed about potential tariff changes can help in mitigating unforeseen expenses and delays.
  • Leverage Expertise: Partnering with experienced logistics providers ensures access to up-to-date market insights and tailored solutions that align with specific business needs.​

Conclusion

The current trends in global maritime and air cargo logistics underscore the importance of adaptability and informed decision-making in supply chain management. Euro-American Worldwide Logistics remains dedicated to providing our clients with the expertise and resources necessary to navigate these evolving landscapes effectively.​ Contact us today!

References

Air Cargo News. (2025, March 20). Air cargo rate surge flattens following tariff rush.
aircargonews.net/supply-chains/air-cargo-rate-surge-flattens-following-tariff-rush

DHL Global Forwarding. (2025, March). Ocean Freight Market Update March 2025.
dhl.com/content/dam/dhl/global/dhl-global-forwarding/documents/pdf/glo-dgf-ocean-market-update.pdf

Stat Times. (2025, March 21). Air cargo rates and demand continue on upward trend.
stattimes.com/air-cargo/air-cargo-rates-and-demand-continue-on-upward-trend-1354809