
Current Freight Market Conditions
If I order now, will my order arrive before the end of the 90-day pause ?
The global shipping industry is experiencing a period of significant disruption as multiple factors converge to strain the availability of containers and bookings from Europe to the US. The first half of 2025 has been defined by French strikes, tariffs, inclement weather in Spain, ongoing conflict in the Red Sea, and March Steamship Alliance restructuring.
In May and June, availability will be impacted by numerous European public holidays, national strike action in Antwerp, and an increase in order volume across all commodities, as businesses rush to avoid future tariff adjustments in July.
Our purchase order volumes have surged significantly, nearly doubling year-over-year over the past two comparable weeks. The surge in new order volume is projected to cause a mismatch between demand and port loading capacity.
European ports can only handle a limited number of vessel loads per week, and even brief spikes in order activity will lead to longer and more staggered delivery schedules. As more importers finalize their plans and rush to book space during the tariff pause, subsequent bookings are likely to encounter bottlenecks and degraded timelines.
Complicating the European tariff situation, the ongoing activity in the Red Sea has dramatically extended transit times across key shipping routes. The detour needed to avoid the Red Sea adds approximately 3,500 nautical miles to voyages between Asia and Europe, extending transit times by 10-14 days and significantly increasing operational costs.
The extended journey times absorb a significant amount of vessel capacity, effectively removing 10-15% of global container ships from circulation. European ports experienced vessel bunching & congestion as rescheduled ships arrived outside their planned windows. This disruption caused equipment imbalances, with containers piling up in Europe while becoming scarce in Asia. To compensate for higher fuel costs and lower service frequency, carriers implemented substantial surcharges on transatlantic routes. While not directly affected geographically, US-Europe trade lanes experienced reduced vessel availability as ships were redeployed to more profitable routes in Asia.
Elenteny continues to work with our vendors to find creative solutions, ensuring our orders are prioritized and shipped as quickly as possible. With the increased volume and upcoming European holidays, we recommend ordering now to ensure inventory arrives prior to the end of the 90 day pause.
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