Recent data shows that US import demand is stabilising after periods of volatility, easing pressure on global shipping networks. Earlier in 2026, strong US demand pulled vessels and containers toward transpacific routes, tightening capacity across other regions. However, with inventory levels improving and demand becoming more balanced, shipping lines are now gradually redistributing capacity across global trade lanes.
For Australian importers and exporters, this shift is creating a more favourable environment. Equipment availability is improving, and schedule reliability is beginning to stabilise compared to earlier months. Global schedule reliability, which had dropped below 60% in 2024–2025, is now showing signs of recovery toward 65–70% levels in 2026, indicating better consistency in vessel operations.
This rebalancing of capacity is particularly beneficial for Australian exporters, as it improves access to space and reduces the risk of rollovers. Importers are also seeing more predictable transit times, helping with inventory planning and supply chain stability. While the market is not fully stable, the trend is clearly moving toward improved conditions.
What You Should Be Doing Now
• Take advantage of improved space availability for forward planning
• Lock in freight rates while the market is stabilising
• Rebuild shipment schedules with more reliable timelines
• Strengthen supply chain planning for consistent cargo flow
Stabilising US demand is easing pressure on global shipping. Australian businesses can benefit from improved capacity and reliability by planning ahead and securing space early.
Source: Drewry Schedule Reliability Reports & US Trade Data (2026)
Disclaimer – Market data is from public sources we consider reliable but has not been independently verified; accuracy is not guaranteed