Arushan Balendra The US Dollar Surge and Global Trade Shifts: Currency Moves Reshaping Aussie Commerce Why the Greenback’s on a Tear The US Federal Reserve’s ongoing rate hikes and sticky inflation have pushed the USD to two-year highs. Washington’s renewed trade policies — including tariff reviews on ... 2 Nov 2025
Arushan Balendra Weathering the Storm: Local Disruptions Putting Pressure on Australia’s Supply Chains Why Things Are Getting Messy From torrential rain in Queensland to flash flooding across northern NSW, Australia’s domestic freight arteries have copped a hiding this season. Rail corridors are under ... 2 Nov 2025
Arushan Balendra Australia’s Freight Balancing Act: Rising Carrier Rates, Tight Space and Equipment Shortages What’s Driving the Crunch Global carriers are tightening rotations and pulling back capacity as they juggle fuel costs, vessel utilisation, and trade imbalances. Lines like CMA CGM, MSC and PIL have t... 2 Nov 2025
Arushan Balendra Australia’s National Freight Strategy: Building the Next-Generation Supply Chain The Australian Government’s release of the updated National Freight and Supply Chain Strategy 2025 marks a major step toward modernising the country’s logistics infrastructure. The strategy emphasises... 27 Oct 2025
Arushan Balendra Container Overcapacity Meets Emission and Geopolitical Headwinds The global container shipping industry is navigating a paradoxical environment — abundant capacity but persistent instability. An influx of new vessel deliveries, exceeding 1.5 million TEU so far this... 27 Oct 2025
Arushan Balendra Asia–Oceania Trade Resilience Amid Global Slowdowns While many global trade corridors are softening, the Asia–Oceania region continues to display relative strength heading into Q4 2025. Sustained intra-Asian demand, inventory restocking, and preparatio... 27 Oct 2025
Arushan Balendra U.S. Trade Policy & Government Shutdown Ripple Effects The partial U.S. government shutdown has disrupted customs, licensing, and border inspections. Simultaneously, the USTR is tightening trade oversight under new supply chain security reviews. This comb... 20 Oct 2025
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
