El mercado de fletes marítimos atraviesa una fase de alta inestabilidad en la recta final de 2025. A la desaceleración de la demanda y la expansión de la flota se suman factores políticos y geoestratégicos que impiden una recuperación sostenida de las tarifas, pese a los esfuerzos de las líneas navieras por aplicar nuevos ajustes al alza.
Uno de los elementos más inciertos es la revisión judicial del International Emergency Economic Powers Act (IEEPA) en Estados Unidos. Según Judah Levine, director de Investigación de Freightos, la audiencia de la Corte Suprema la semana pasada “dio la impresión de que el tribunal podría fallar en contra de
The shipping and logistics sector appears to be acclimating to a year of tariff-related shocks that drove shippers to rush goods to key markets.
Prices for routes between the Far East and the United States peaked dramatically in June, with prices for routes between Shanghai and Los Angeles in particular climbing to USD 5,914 (EUR 5,055) for a 40-foot-equivalent unit (FEU), according to the Drewry World Container Index. By 28
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According to A.P. Moller-Maersk, more than 76% of European shippers saw supply chain disruption throughout 2024. Almost a quarter counted more than 20 disruptive incidents, and 1 in 3 subsequently had difficulty securing materials necessary for production.
With conditions set to be very similar in 2025, organizations must now find ways of reducing disruption in ocean freight, embracing risk (not just mitigating), and successfully building an anti-fragile supply chain.
Change is inevitable in modern supply chain management. As 2024 showed
