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Market Outlook Advisory Air, Ocean & Rail Freight

25 Oct, 2022

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Airplane flying over containers.

Geopolitical impact as consequences of the war in Ukraine, COVID-19 lockdowns in the factory of the world, China, coupled with an already overheated logistics market, has sent the Western world as we know it into an unprecedented supply crisis. Below you will find our latest advisory.

Below you will find our latest advisory.

2022

October 25, 2022

Market Outlook Advisory #5: Back to (un)normal?

August 31, 2022

Market Outlook Advisory #4: The Macro-Economic Lottery

May 12, 2022

Market Outlook Advisory #3: The wheel of volatility spins again

March 15, 2022

Market Outlook Advisory #2: Perfect storm Version 2.0

January 21, 2022

Market Outlook Advisory Air, Ocean & Rail Freight #1: Next Stop 2022 - Another Bumpy Year Ahead!

2021
November 22, 2021

Market Outlook Advisory Air, Ocean & Rail Freight #8: 2022 Contract Season Kicks Off - Market Update

August 13, 2021

Market Outlook Advisory Air, Ocean & Rail Freight #7: Continued Market Turbulence Ahead

July 5, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #6: Keep your logistics seatbelt fastened

May 18, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #5: The "shipping pandemic" continues with major trades in lockdown

March 26, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #4: Red alert for global shipping continues

February 24, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #3: China export chaos travels on to European export

January 28, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #2: From uncontrolled chaos to controlled limbo

January 12, 2021
Market Outlook Advisory Air, Ocean & Rail Freight #1: The records keep tumbling

2020
December 18, 2020
Market Outlook Advisory Air, Ocean & Rail Freight #3: Airfreight is hot - Ocean freight is glowing!

December 01, 2020
Market Outlook Advisory Air, Ocean & Rail Freight #2: Business as Unusual – Navigating through the perfect storm

November 16, 2020
Market Outlook Advisory Air, Ocean & Rail Freight #1: Navigating through the perfect storm

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The volatility limbo dance in full motion

Our defined purpose at SGL is to make the world a little less complicated, and never has our purpose been more relevant, with ever constant volatility being present in all corners of our industry.

The Pandora’s box of supply chain chaos is now wide open

Starting with the conclusion: Chaos across both the global ocean and airfreight markets with no short-term outlook for relief.

Ocean freight code red amidst severe capacity crunch

In recent weeks, a severe ocean freight capacity crunch across most major trades has sent freight rates on a skyrocketing trajectory. This rather sudden change in supply and demand has been fueled by high demand and network bottlenecks in part due to the Red Sea situation.

Surging ocean rate levels reminiscent of COVID-19 chaos

Starting with the conclusion, ocean freight levels are surging in a period that is usually considered a slack season, especially on the Far East Westbound trade from Asia to Europe, which is widely considered the global blockbuster trade.

Goodbye, supply & demand. Welcome, supply & volatility

With the crisis in the Red Sea having turned into a prolonged new normal, yet another stark reminder was provided on 13 April that ever-present geopolitical turmoil has a profound impact on global supply chains.

Red Sea Update: ‘New normal’ mode activated

As we enter the third month of attacks on commercial vessels in the Red Sea by Houthi rebels, the outlook for a resolution to the ensuing conflict looks further away than ever

Read all advisories