🔥 10 Must-Knows from Maersk N. America President Charles Van der Steene on the Future of Global Trade
🌐Strong Demand, Rising Risks: Navigating Another Year of Global Trade Disruptions in 2025
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Global shipping remains the backbone of international trade, and disruptions in 2025 will have far-reaching consequences for economies, businesses, and consumers worldwide. Charles Van der Steene of Maersk highlights the critical challenges ahead, emphasizing resilience, potential strikes, and the geopolitical uncertainties that continue to influence freight markets. These insights offer a valuable glimpse into the opportunities and risks that businesses should prepare for as global trade evolves.
🚢 Strong Demand: U.S. consumer demand keeps ocean and air cargo strong into 2025.
⚠️ Ongoing Disruptions: Supply chain challenges seen since COVID will continue.
📦 E-Commerce Boom: Rising Chinese e-commerce shipments drive air freight demand.
🛑 Port Strike Threat: East Coast and Gulf port strikes in January could disrupt trade.
💵 Tariff Uncertainty: Trump’s tariffs on China and Mexico may worsen Lunar New Year delays.
📈 Rising Costs: North American container prices have surged 20% recently.
🌐 West Coast Shift: Shippers are rerouting cargo to avoid disruptions.
🤝 New Alliance: Maersk’s Gemini Alliance with Hapag-Lloyd starts in February 2025.
🎯 Better Reliability: Maersk aims to boost vessel reliability from 58% to 90% in 2025.
📊 Strong Market: U.S. GDP growth (~2%) will sustain trade, but disruptions remain likely.
Charles Van der Steene's insights underscore that while demand remains robust, the persistence of disruptions — from labor strikes to geopolitical pressures — will challenge global trade. His emphasis on supply chain resilience aligns with industry trends pushing for agility and technology-driven solutions to reduce risks. Businesses should prioritize proactive measures, diversify shipping routes, and strengthen relationships with logistics providers to mitigate potential disruptions in 2025.
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