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Here are three of the latest and most relevant English-language news items from the global container industry (October 2025):

SWW SWW 2025-10-31 18:04:55
  1. Maersk Q4 2025 Outlook – Trans-Pacific volumes rise despite tariff headwinds
    U.S.-bound container flows from Southeast Asia remain resilient as we enter the final quarter, but Golden Week shutdowns, ongoing tariff reviews and new U.S. service fees on Chinese vessels are prompting carriers to adjust services. Inland capacity is tightening, and Maersk advises shippers to secure LCL and inland slots early to protect holiday inventories.

  2. North American freight update – import slide accelerates, equipment shortages spread
    U.S. container imports fell 3.9 % in September and are projected to drop 6.8 – 20.1 % y/y through December. Export haulage is now facing equipment shortages, especially from the U.S. Gulf Coast, while schedule reliability globally has improved to 65 %. Carriers are absorbing the new USTR fees on Chinese-operated tonnage, leaving short-term rates unchanged.

  3. BIMCO: Container-ship recycling overhang hits 1.8 M TEU – largest volume since 2016
    Demolition yards have received a flood of classic Panamax and early post-Panamax units as owners try to stem oversupply. Recycling volumes are expected to top 1.8 M TEU in 2025, the highest level in nine years, which could help ease the 33 % capacity surplus that continues to weigh on freight markets.

These stories capture the current market pulse: resilient trans-Pacific demand, growing equipment imbalances in North America, and a record wave of vessel scrapping to combat chronic oversupply.