Wakool Weekly News

Between June 24 and July 3, 2025, global logistics entered a new phase of “permanent volatility.” With President Trump holding firm on the July 9 tariff deadline, Vietnam clinched a last-minute exemption while Europe and Japan scramble to avoid 25–50 percent duties. Trans-Pacific spot rates whipsawed as shippers front-loaded cargo, port strikes in Sweden pushed global on-time arrivals below 60 percent, and congestion fees soared.

In the final week of June, global logistics was hit by a triple shock: trans-Pacific spot rates fell more than 20 %, China-Europe trains hit the 110,000-service milestone, and MSC moved to acquire Romania’s Mangalia yard to lock in European shipbuilding capacity. With global port congestion touching 96 % and U.S.–China tariffs frozen at a steep 55 %, the industry now faces a “high-cost, highly diversified” supply-chain era for the rest of 2025.