
Asia port congestion could bleed into 2027: analysts
Stress on the global shipping systems has been building since the summer, thanks to earlier peak seasons on Asia trades to North America, Latin America and Europe.
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Stress on the global shipping systems has been building since the summer, thanks to earlier peak seasons on Asia trades to North America, Latin America and Europe.
With the Trump administration continuing to push back against wind development, project sponsors north of the border see an opportunity that would provide a new heavy cargo trade for shippers and carriers.

The period after Golden Week could be "highly volatile," the analyst says, as carriers work through schedule instability, rolled cargo and delays.

The shipping association said overcapacity looms large for next year as new ships are delivered and a resumption of regular Suez transits weighs on supply, but a possible normalized Mideast market could spark renewed demand.

The carrier has in recent years signaled it wants to be a bigger player on the trade lane and reclaim market share lost to other liners over the past decade.

In-house truck fleets operated by shippers are increasingly integrated into supply chain planning, and the current truck capacity shortage is expected to accelerate the trend.

With the current British Columbia longshore contract expiring in March 2027, it’s not clear if the union statement is aimed at a new technology project planned for Centerm in Vancouver or a bargaining chip for those negotiations.

With prices continuing to rise, calls are growing from industry groups for the government to double the current 5-pence-per-liter cut in the fuel duty that in June was extended to the end of the year.

The apparent two-month reprieve provides some relief to the 238 trade group signatories of a letter sent this week to the USTR urging the Trump administration to extend its suspension of the port fees, warning that renewed charges would increase shipping costs across the economy.

Port stakeholders, particularly truckers, fear the Nov. 1 closure of the Vincent Thomas Bridge for a major redecking project could exacerbate dwell times that are already hovering near 18-month highs.

The terminal operator is looking for shippers that want to use Gulf Coast routes to avoid the rail delays hitting larger ports on the West and East coasts.

Shippers facing similar charges on the Rhine, St. Lawrence and Panama Canal may find a Brazilian regulatory crackdown worth watching, writes Valter Branco.
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