06/01/2026
🌍 Global Logistics Update
Global supply chains continue to face rapid changes as trade policy adjustments and capacity constraints reshape international freight markets.
A major development comes from the United States, where Section 232 duties on selected Taiwan-origin auto parts, timber, lumber, and wood products have been reduced to a maximum of 15%, effective retroactively from May 1. This change may create cost-saving opportunities for importers while supporting stronger trade flows between the U.S. and Taiwan.
Meanwhile, ocean freight markets remain under pressure. Rising demand, limited vessel space, blank sailings, and ongoing port congestion across Asia and Europe are driving higher freight rates and increasing the risk of cargo rollovers. Shippers are advised to secure bookings well in advance to avoid peak-season disruptions.
In the air freight sector, capacity shortages are pushing rates upward, particularly across China–U.S. trade lanes. Reduced available lift, increased e-commerce volumes, ocean-to-air conversions, and month-end shipment surges are creating significant space constraints. Several major gateways are reporting fully committed capacity and extended booking lead times.
As global demand strengthens heading into peak season, proactive planning, early booking, and close coordination with logistics partners will be essential for maintaining supply chain efficiency and controlling transportation costs.
📦 Stay informed. Stay prepared. Stay ahead.
