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Weekly Freight Report: September 26, 2025

September 25th, 2025

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UN Report – Shipping Faces ‘Perfect Storm’ of Stalled Growth, Longer Routes and Surging Costs

UN Report – Shipping Faces ‘Perfect Storm’ of Stalled Growth, Longer Routes and Surging Costs

UNCTAD projects global seaborne trade will grow just 0.5% in 2025 — the weakest pace in years — as Red Sea diversions, fuel cost inflation, and aging port infrastructure collide with sustainability pressure across the maritime sector.

Trump Tariff Threat Looms Over Robotics and Medical Devices as Section 232 Import Investigation Takes Shape

Trump Tariff Threat Looms Over Robotics and Medical Devices as Section 232 Import Investigation Takes Shape

The Trump administration is considering new tariffs on Chinese robotics and medical devices under Section 232, which could introduce trade barriers in advanced manufacturing and healthcare logistics.

Giant Import Delays Emerge After US Bans Key Components, Stranding Cargo at Ports

Giant Import Delays Emerge After US Bans Key Components, Stranding Cargo at Ports

A recent U.S. customs enforcement action on banned electronic components has left containers stuck at multiple U.S. ports, delaying deliveries across auto, electronics, and defense-linked sectors.

Port of NY and NJ Is the Second-Busiest U.S. Port for Loaded Containers in the First Half of 2025

Port of NY and NJ Is the Second-Busiest U.S. Port for Loaded Containers in the First Half of 2025

The Port of NY & NJ handled over 794,000 TEUs in July and ranks second nationwide in loaded container volume for the first half of the year, reinforcing its strategic importance despite global supply chain volatility.

Intermodal Leads Weekly US Rail Traffic Decline

Intermodal Leads Weekly US Rail Traffic Decline

U.S. intermodal volumes fell 7.4% year-over-year, continuing a downward trend as shippers increasingly pivot to trucking for time-sensitive domestic freight.

De Minimis Elimination Strains Lululemon’s Fulfillment Model

De Minimis Elimination Strains Lululemon’s Fulfillment Model

The removal of duty-free import exemptions is expected to cost Lululemon $240 million in gross profit this year, forcing the brand to reevaluate its global fulfillment and pricing strategies.

Maersk: No China Ship Surcharge; Seaspan to Reflag 100 Vessels

Maersk: No China Ship Surcharge; Seaspan to Reflag 100 Vessels

While Maersk confirms no surcharge for China-destined vessels, Seaspan’s move to reflag 100 ships under U.S. and allied flags signals a broader trend toward aligning maritime assets with geopolitical and security interests.

2025-09-25T23:51:31+00:00September 25th, 2025|Shipping News|
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