Arushan Balendra Trade Shift & a Soft End-of-Year Peak The 2025 year-end peak is shaping up weaker than usual. Consumer demand in the U.S. and Europe has eased, inventory levels remain high, and new vessel deliveries are adding capacity faster than demand... 20 Oct 2025
Arushan Balendra Ocean Overcapacity vs Air Freight Constraints The ocean freight sector is oversupplied due to record new vessel deliveries (1.5M+ TEU capacity added in 2025). At the same time, air freight space is tight — aircraft maintenance delays, high e-comm... 20 Oct 2025
Arushan Balendra Port Congestion & Capacity Crunch — The Build-Up to Q4 Australia’s major container and bulk ports (Sydney, Melbourne, Brisbane, Fremantle) are showing rising congestion pressures. Increased vessel bunching, labour constraints, yard stacking saturation, an... 13 Oct 2025
Arushan Balendra Sustainability & Green Shipping: The New Cost Layer for Freight Regulators globally (especially in the EU) are tightening emissions rules for the maritime sector. As of 1 January 2024, the EU Emissions Trading System (ETS) has been extended to shipping vessels ove... 13 Oct 2025
Arushan Balendra Global Economic Pulse & SME Outlook — Navigating Uncertainty in 2025 The global economy is facing several headwinds: slower growth in developed economies, inflationary pressures, rising interest rates, and geopolitical uncertainty. The World Bank and other institutions... 13 Oct 2025
Arushan Balendra Supply Chain Pressures Driving Costs Red Sea Rerouting Since late 2023, security risks in the Bab al-Mandab Strait have forced carriers to reroute via the Cape of Good Hope instead of Suez. This adds ~6,400 km and 10–14 extra days to Asi... 6 Oct 2025
Arushan Balendra Trade Lane Watch: Key Routes for Australia South-East Asia ↔ Australia rollovers High intra-Asia demand is tightening space ex Singapore, Port Klang, Jakarta. Blank sailings around Golden Week (Sep–Oct) reduced ~11% of scheduled sailings. Impa... 6 Oct 2025
Arushan Balendra Economics & SME Action Steps Plan for Q4 Peak Christmas import season has already lifted Asia → AUS demand. Bookings into Sydney, Melbourne, Brisbane are filling 3–4 weeks in advance. Impact: SMEs risk cargo rollovers or premium ... 6 Oct 2025
Arushan Balendra Rising Costs & New Rules 🔹 SAF & Green Fuel Costs Pushing Sea Freight Rates shipping lines are passing on green fuel costs. With IMO’s Carbon Intensity Indicator (CII) and EU ETS already live, lines are trialling biofuels/low... 30 Sept 2025
Arushan Balendra Trade Lane Shifts & New Costs 🔹 Trans-Pacific: Spot < Contract (Far East → US) Even though this is a China → US story, when US demand softens and spot falls, carriers redeploy tonnage to other trades — including Asia → Australia. ... 30 Sept 2025
Flying fox solutions Pty Ltd, Sales What's moving container freight? 🔹 VLCC Oil Rates Surge (TD3C: Middle East → China) Australia’s container lines bunker mainly in Singapore, Fremantle, and Port Botany. Rising VLCC tanker rates push up bunker prices in Singapore, whic... 29 Sept 2025
