Xeneta

🌍 Looking Ahead: 2025 Outlook – Ocean Freight 2025 is shaping up to be another challenging year for ocean container shipping, with no signs of resolution in the Red Sea conflict. The ongoing diversions around Africa continue to strain the system, leaving little capacity to absorb additional shocks. The Xeneta 2025 Ocean Outlook highlights how these disruptions impact TEU-mile demand and market capacity. While new ship deliveries and slowing volume growth will offer some relief, the risk of another major incident remains high. With market analysis from Peter Sand and Emily Stausbøll, there's no better place to understand the shifting dynamics of global trade ahead of 2025 budgeting. Be one of the first to get a copy of the report, here: https://lnkd.in/e5Mz9Ft5 #Shipping #SupplyChain #OceanFreight #Xeneta

In a first-of-its-kind conversation at the 2024 Xeneta Summit, Emily Stausbøll, Senior Shipping Analyst at Xeneta, was joined by Birthe Panhans, Head of Unit at Directorate General Competition at the European Commission, to discuss merger cases in ocean shipping liners and air cargo, and the implications of the expiration of the 2010 Horizontal Black Exemption Regulation on carrier alliances – among other things. Read the Xeneta Summit 2024 – Day Two Recap to understand the Commission's perspective on vertical integration of shipping lines and freight forwarders, as well as the impact of regulations on the ocean and airfreight markets: https://lnkd.in/eSCSH8Qb #supplychain #eucommission #regulations

As procurement professionals gear up for the 2025 tender season, volatility in global ocean freight markets continues to present challenges. How you approach these challenges will depend very much on individual circumstances and supply chain needs. But don’t just cross your fingers and hope for the best. As noted in Xeneta’s Ocean Market Outlook for 2025, understanding shifting trade dynamics, carrier alliances, and leveraging real-time market intelligence will be crucial to navigating this turbulent landscape. Uncover six key insights from the Outlook report, aimed at helping procurement teams make informed decisions and optimize their freight strategy in 2025: https://lnkd.in/eqJHjdK3 #supplychain #2025outlook #oceanfreight

The ongoing impact of conflict in the Red Sea, spiralling freight rates and congestion across global ocean container supply chains has resulted in record high carbon emissions in Q3. For context, the Xeneta and Marine Benchmark Carbon Emissions Index (CEI), which measures carbon emissions across Xeneta’s top 13 ocean container shipping trades, hit 107.9 points in Q3 – the highest on record and up 12.2% compared to a year ago before the Red Sea crisis. As Emily Stausbøll notes: "This is an example of how reducing carbon emissions falls down the priority list at times of increasing congestion, tightening capacity and spiralling freight rates. When shippers are scrambling to secure capacity and carriers are financially incentivized to provide it, carbon reduction is not front of mind for either party." Read more here: https://lnkd.in/eyNG4nzR #carbonemissions #CEI #shipping

Attendees of the 2024 Xeneta Summit have described it as the “home of Seafreight”, a “truly world class event” and “an inspiring event that gathered the brightest minds shaping the future of global trade”. Yes, it delivers on thought leadership and practical insights. But more than anything, it centers around a shared belief that the world of ocean and air freight requires greater transparency, collaboration, and a fairer playing field for LSPs and BCOs alike – with less market swings and unexpected behavior. But change cannot happen without change. Jump into the 2024 Xeneta Summit – Day Two Recap for key takeaways from the likes of Emirates SkyCargo, DHL Global Forwarding, the EU Commission and The International Air Cargo Association TIACA, core lessons learnt from the last 12 months, and practical next steps for those exploring index-linked contracts. Read here: https://lnkd.in/eSCSH8Qb #xenetasummit #supplychain #sustainability #indexing

Uncertainty isn't going away. But data can help you make more-informed decisions. There is plenty to consider for US importers in the coming months – not least the upcoming US election and potential for new tariffs on China imports. There is also the looming threat of further strike action at ports on the US East Coast and Gulf Coast in January, which can also have repercussions on the western seaboard. Considering your ocean freight shipping options is top of mind during times like this – when to sign the next long-term contract, which carrier to award it to given the alliance reshuffle in 2025, and how your strategy could be impacted by disruptions such as strikes, wars and tariffs. Should you focus on all corridors at once or concentrate on those which are used to ship the most essential supplies? Could an index-linked contract be the best option to provide a level of control during times of volatility so you can channel energy into working with your service provider on operational delivery? More and more shippers are coming round to this way of thinking. There are no easy answers to these questions and it will depend very much on individual circumstances and supply chain needs, but don’t just cross your fingers and hope for the best. Use Xeneta data to understand the relationship between long- and short-term market movement and offered capacity on your trades at a regional and port level, while also benchmarking carrier rates and service reliability. Perhaps the questions have never been tougher, but you have never had so much data to help you reach the right answer. https://lnkd.in/eQDQrXtU #marketmovements #supplychain #data

According to a recent CNBC article, written by Lori Ann LaRocco, cross-border truck transits between Mexico and the United States are at a historic high at a time when tariffs and trade policy are a focal point in the U.S. election. Peter Sand added that the growth in demand for containers shipping imports from China into Mexico in the first half of 2024 has further fuelled suspicions it has become a legal “back door” into the U.S. for trade tariff evasion. This builds on what logistics managers have told CNBC, namely, that "if Trump does win the election, they expect a rush of import orders ahead of his swearing in to mitigate any additional tariffs." And possibly, is a sign of a broader trend in supply chain management. Read more here: https://lnkd.in/gp8atcc8 #tariff #supplychain #USelections

Transpacific spot market in decline despite record volumes – why and where next? Container imports into the US West Coast in August were the second highest on record — beaten only by May 2021 during the peak of Covid-19. Volumes fell 3.4% in September from August as the market moved past its import peak, but it was still an all-time high for the month of September and the sixth highest of any month on record. Despite this strong demand for containerized imports into the US West Coast, data in the Xeneta platform shows the spot market on the Transpacific trade has been in decline. So with record volumes, why is the transpacific spot market in decline? And more importantly, what does this mean for the coming months in the run up to tender season? Read Peter Sand's latest piece on rate movements, and why modern procurement professionals need a range of data and analysis to fully understand freight rate volatility and future market movements. https://lnkd.in/eQDQrXtU #tenderseason #budgeting #oceanfreight

Trade is like water and it will flow no matter what. The growth in demand for containers shipping imports from China into Mexico in the first half of 2024 further fueled suspicions it has become a legal “back door” into the U.S. for trade tariff evasion. “This route has grown increasingly popular over the past year-and-a-half,” I told CNBC's Lori Ann LaRocco when discussing the situation earlier in the year. #Containershipping #freightrate obviously moved with great volatility as a response to this. By how much, check out Xeneta #insights and #data 'cause you need to know! #logistics #trucking #shippers #freightforwarders

In announcing their 2025 services, several carriers published two versions - one where ships continue to sail around the Cape of Good Hope and the other going through the Red Sea. Despite this, there is little else to suggest a full return to the Red Sea is likely in 2025. As Emily Stausbøll notes in Xeneta's 2025 Ocean Outlook: “A large-scale return to the Red Sea seems inconceivable at present, but a partial return may be possible at some point in 2025. This will throw up an intriguing market dynamic with shippers facing the choice of utilizing trades with shorter transit times via the Suez Canal or sticking with carriers who continue to divert around the Cape of Good Hope. There will much to consider, not least for the carriers who may begin to lose market share to competitors who have returned to the Red Sea.” Read more on the three possible scenarios for shipping in the Red Sea come January, and how TEU-mile demand and quantity transported must be considered to reveal the full picture for container shipping: https://lnkd.in/e5Mz9Ft5 #2025outlook #oceanfreight #supplychain