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Join date: Oct 21, 2025

Posts (10)

Oct 24, 20251 min
Red Sea Reopening: Why a “Return to Normal” Won’t Be Immediate.
A new Sea-Intelligence analysis confirms that even if the Red Sea corridor reopens in full, the global container network will not snap back to normal overnight. Months of diversion via the Cape of Good Hope have structurally distorted sailing schedules, vessel rotations, and capacity placement - and those effects will take time to unwind. Key Findings 1. Network disruption is already deeply embedded The crisis didn’t just delay transits - it rewired service patterns. Vessel timing, port...

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Oct 24, 20252 min
November GRIs: What’s Coming & Why It Matters.
As we head into November, carriers are lining up another round of General Rate Increases (GRIs) on Asia–Australia routes, and this round is more than a routine adjustment. The China–Australia market has officially tipped into peak-season territory - and not the gentle, seasonal kind. What began as a strong late-October rally has now escalated sharply, with carriers pushing freight rates to levels not seen since early 2024. GRIs announced for early November are not simply opportunistic; they...

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Oct 23, 20251 min
Market Update Snapshot.
China–Australia: Peak Season Has Officially Arrived The market has snapped into full peak-season mode — and not politely. Space has become the new gold, and carriers are flexing hard off the back of oversubscribed sailings and a rush to get cargo out before the US tariff window. What’s happening right now Carriers pushed through full GRIs for 1–14 November. Budget services are now sitting at USD1700.00 per TEU. Premium carriers leading at USD1950.00 per TEU. Extra loaders deployed — and...

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