Van der Helm | Logistics

Global container shipping appears to be stabilizing for the first time in months. After a period of rate fluctuations caused by geopolitical tensions and changes in U.S. trade policy, prices are leveling off. According to maritime research firm Drewry, rates decreased by only 1% last week. This is a clear indication that the extreme movements in the spot market have temporarily subsided.

From Price Peak to Pause

Since April, the global ocean freight market has been heavily influenced by the changing import policies of the United States. Each new announcement by President Trump regarding import tariffs had an immediate impact on vessel deployment and container pricing. The temporary reduction in tariffs on Chinese goods led to an explosive increase in orders, resulting in a substantial rise in freight rates.

This effect was temporary. When U.S. warehouses reached capacity in June and peak demand subsided, rates plummeted again. Prices are now almost at the level of late 2023, just before unrest in the Red Sea caused new disruptions.

What Does this Mean for your Supply Chain?

At Van der Helm, we take a pragmatic view of this development. While the current stabilization brings temporary relief to the chain, it doesn’t guarantee long-term stability. The situation between China and the U.S. remains unpredictable, with crucial decisions expected around August 12. This outcome will determine the direction of the container market in the fall.

For you as a shipper, this means: flexibility and preparation remain essential. Our customers rely on dependable capacity planning, competitive rates, and real-time insights. That’s exactly where we make the difference.

Proactive Management in a Changing Market

Whether it’s purchasing ocean freight capacity, adjusting routes, or managing inventory, we help you look ahead. Thanks to our experience, strong partnerships, and innovative systems, we provide control even when markets fluctuate. This way, you maintain control over your supply chain without unpleasant surprises.

Want to know how we make your ocean freight strategies futureproof? Discover our approach to ocean freight.

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