Ti Insight — Logistics Briefing · News & Digests
TIER 4 Mon, 21 Jul 2025 23:01:20 +1000
Logistics Briefing | Industry news & high level insights from Ti's expert researchers Logistics Briefing | Industry news & high level insights from Ti's expert researchers **Monday Briefing: 21st July 2025** _John Manners-Bell, CEO Ti & Foundation for Future Supply Chain_Welcome to another week in the dynamic world of logistics and supply chain!First, a recap of the main stories last week, as covered in Logistics Briefing. The global shipping industry is still being dominated by disruption in the Middle East. Whilst it is bringing opportunities, such as the investment by DP World and CMA CGM in Syria with the ambition of creating regional logistics hubs, it is continuing to result in economic, humanitarian and, less widely publicised, environmental costs. The latter are being caused not least by the additional distances involved in re-routing round the Cape of Good Hope and the faster speeds to reduce voyage times.Our analysts also covered subjects as diverse as the growing importance of agriculture, food, and perishables sector to the European road freight market; the likely impact of inflation on the UK logistics industry and the problems which a weak US ecommerce market is having on the performance of giant intermodal and trucking provider, J.B. Hunt. In fact, economic pressures are affecting most parts of the world and the supply chain industry. Ti's Q1 2025 Warehouse Tracker found that whilst Europe remains structurally expensive, North America shows signs of cyclical softening with Asia Pacific continuing to offer the most stable environment for cost planning.Now looking ahead to the stories likely to dominate the news agenda next week. Economically, many eyes will be on the closely watched monthly Purchasing Managers' Index (PMI) for Japan, India, France, Germany, Eurozone, UK and the USA. This will provide insight into the health of the global economy, indicating whether the manufacturing and services sectors are expanding or contracting. The European Central Bank will also make a decision on eurozone rates. Whilst officially, Trump has given trading partners to August 1st to cut a deal on tariffs, tensions will ratchet up significantly in the next week - expect threat and counter-threat, especially between the US and EU.Tariffs will be particularly crucial to the prospects for many Asia Pacific markets. Vietnam and Indonesia have agreed deals and these will incentivise many of their neighbours to expedite negotiations with the US before the deadline - or face being placed at a major competitive disadvantage.There are still hopes that a ceasefire may be announced in the near future between Israel and Hamas, under pressure from US envoy Steve Witkoff. This would have implications for the price of oil as well as shipping in the Red Sea and Suez Canal although carriers are not expected to resume transits any time soon.In the US, expect a slew of results from across the trucking, intermodal and 3PL sectors. This will provide insight into the domestic impact of President Trump's economic policies. Likewise, results from some of the world's largest, global freight forwarders will show how tariffs are affecting international trade.Access Ti's latest briefs: www.ti-insight.com/logistics-briefings/all-briefings Forward to a friend **📊 Upcoming Logistics Data:**This week in logistics data we'll be watching out for the effects of the latest US tariffs, using the air freight market as a bellwether. Last week we saw transatlantic air freight rates remain flat, while rates from Asia to North America ticked up. This week we might expect to see a greater increase as tensions heighten ahead of the August 1st tariff deadline. Certainly Ti's air freight sentiment index last week indicated an expected rise, with a positive score of 5.82 on the transatlantic lane and 1.87 on the transpacific lane. We'll keep you posted on whether that plays out in reality.This week Ti also has its latest air and ocean freight forwarding forecasts coming out, so you'll get the latest expectations for market development amidst all the uncertainty in global trade.Finally, the latest US inventory figures are out this week for May, which will give a new indication of the overall health of the US market and set a baseline to compare the effects of these new tariffs against.**Company Tracking:** This week our analysts are poised to interrogate quarterly results from: Royal Mail, DSV and CMA CGM. Subscribe to Logistics Briefing **📊 Daily Data Point:**Air freight volumes at LAX were down 4.4% month on month for May, and down 17.8% year-on-year. A further sign of deteriorating transpacific air freight trade.Ti's Datasets are available to preview, contact us for more details - mclover@ti-insight.com All briefs All whitepapers All news _Click here to forward to a friend._ _Emailed this by a friend? 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