🌎 North America Medium
64/100
Multi-carrier FAK increases hit June 1 as Section 301 China review deadline approaches
Freight +1.6% WoW
🌍 Europe High
68/100
CMA CGM Asia-Europe FAK jumped 14% effective June 1 — Suez return attempt abandoned
Freight +14.6% WoW
🌏 ASEAN High
68/100
USTR Section 301 overcapacity — Vietnam, Thailand, Indonesia, Cambodia, Malaysia all named
Freight +6% WoW
🌏 Middle East Critical
85/100
Hormuz ceasefire stalled — week 3 at 4 transits/day, no carrier routing change
Freight -0.8% WoW
🌏 Asia-Pacific High
79/100
Semiconductor + helium crisis building — Taiwan and South Korea fabs rationing critical inputs
Freight +1.7% WoW
🌏 South Asia Medium
62/100
Monsoon season building — Bangladesh port congestion and India logistics pressure
Freight +5% WoW
🌎 Latin America Medium
62/100
Panama Canal draft restrictions and Brazil trucking cost pressure continuing
Freight +1% WoW
🌍 Africa High
72/100
Suez return attempt abandoned — Cape routing confirmed for remainder of H1 and into Q3
Freight +3% WoW
🌐 Global High
79/100
Multi-carrier rate surge + USTR 16-country probe + Hormuz stall — simultaneous cost and trade risks
Freight +5% WoW