Logistics Insights

In Q2 2026, container ocean freight can no longer be understood through a simple up-or-down lens. Despite record fleet capacity and structural oversupply, rates remain unstable due to geopolitical tension, route disruptions, weaker schedule reliability, and reduced effective capacity. Middle East risks, Suez-related uncertainty, and fuel cost pressure are reshaping pricing dynamics across major trade lanes. Freight is no longer just a transportation cost—it has become a premi

Late Q4 2025, Korea-origin exports depend more on secured space and lead-time control than rates. Intra-Asia is firm; Asia–Europe remains below last year despite a rebound. Reliability varies by carrier—prioritize it for critical cargo. Dry 20/40’ is available, while reefers/ISO tanks can tighten. Use SC for a floor and spot when terms fit.