Global Logistics Update: Air Freight Rebounds, Ocean Freight Faces Heightened Competition

On May 26, 2025, the global logistics market saw significant developments in both air and ocean freight sectors.

In the air freight sector, demand continues to recover due to the resurgence of cross-border e-commerce from Asia to North America. According to IATA data, global cargo tonne-kilometers (CTK) rose by 6.2% year-on-year in the first two weeks of May 2025. The China–U.S. route saw especially strong growth, driven by a rebound in exports of fast-moving consumer goods and high-value electronics. Multiple airlines have added more cargo flights between China and the U.S., with some resuming previously suspended charter services. As a result, air freight rates have slightly increased, reaching around USD 6.8 per kilogram.

In the ocean freight sector, security concerns in the Red Sea continue to disrupt Asia–Europe shipping lanes, leading to extended transit times of 7 to 10 days and a nearly 15% increase in container leasing rates. At the same time, Maersk and CMA CGM have announced structural adjustments to their trans-Pacific services, increasing port calls on the U.S. West Coast to ease congestion. According to the China Ports & Harbors Association, export container throughput at Ningbo-Zhoushan Port and Yantian Port has remained strong, indicating high outbound demand.

Industry analysts note that although global economic recovery remains uncertain, short- to mid-term cross-border trade activity is picking up. Both air and ocean freight sectors are entering a period of capacity rebalancing, with continued price volatility expected.