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🔥What You Should Expect from the Rest of 2025?

🚨 10 Sharp Signals Defining Global Shipping — Resilience or Breakdown?

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Maritime Analytica
Sep 15, 2025
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🔥Greetings, Maritime Mavericks!

The first half of 2025 looked resilient: Asian exports surged, volumes held, and carriers managed capacity through geopolitical turbulence.

But the second half? A whole new story.

With U.S. port fees looming, Trump’s shifting tariffs, Europe’s demand cracks, and Southeast Asia’s rise, the stage is set for one of the most volatile, yet opportunity-rich periods in years.

  1. 🚢Asia Still Powers Global Trade

  2. 💹U.S.–China Tariffs: The Big Disruptor

  3. 🌏Southeast Asia Steps into the Spotlight

  4. ⚓Transpacific Trade Faces Headwinds

  5. 💶 Europe Holds Steady Despite Rate Pressure

  6. 🛢️Rising Costs & Oil Market Volatility

  7. 🎎Golden Week Cargo Surge & Seasonal Peaks

  8. 📉Margin Defense Mode: Carriers Get Strategic

  9. 📡Tech, Telematics & ESG Visibility

  10. 🏅Winners vs. Survivors in H2 2025

and

🎯What to Expect by Year-End 2025!

Here’s where the battle for margins, volumes, and market share will be fought in 2025. Let’s go…


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1-🚢 Asia Still Powers Global Trade

  • Asian exports remain the growth engine. July exports +9.3% YoY, with Southeast Asia up +16% YoY.

  • India, Middle East, Sub-Saharan Africa all post double-digit gains — signaling long-term structural shifts.


2-💹 U.S.–China Tariffs: The Big Disruptor

  • China–U.S. trade volumes -11% YoY in H1 2025.

  • Shippers rushed cargo in July (+15%) ahead of Trump’s tariffs.

  • Now? Bookings from China dropped 25% YoY in early September, with non-China bookings also sliding — the sharpest fall since May.


3-🌏 Southeast Asia Steps into the Spotlight

  • U.S. imports from Vietnam, Thailand, and Indonesia up +21% YoY.

  • Factories diversify out of China, locking in new lanes.

  • For carriers, Southeast Asia is no longer a side play — it’s the core growth market.


4-⚓ Transpacific Trade Faces Headwinds

Spot rates show mixed signals:

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