In July 2025, Atlanta Airport reclaimed its title as the world's busiest airport, followed closely by Dubai and Chicago. Numerous airports showed significant growth, reflecting the recovery and vitality of the aviation industry.
Recently, the US and EU reached an important framework for a trade agreement aimed at addressing tariff, product standards, and regulatory issues. This move not only helps stabilize bilateral relations and promote market access but also encourages economic recovery in both regions and enhances international competitiveness.
The June Logistics Manager Index (LMI) report indicates a strong continued growth momentum in the logistics industry, with the LMI value reaching 60.7. Key drivers include inventory levels and transportation utilization. However, uncertainty surrounding high inventories and trade policies poses challenges to sustaining future demand growth.
The global shipping industry is facing a severe challenge with a surplus of empty containers. Data indicates a surge in empty container numbers, while declining consumer demand and a fragile economic recovery are exacerbating storage pressures. Industry experts suggest that the future market environment will be more challenging, and shipping strategies need to be adjusted in a timely manner.
On July 25, stocks in the express delivery industry surged, with Shentong Express hitting the upper limit. Yunda and SF Holding also performed well. This trend reflects the market's confidence in the recovery of the express delivery sector, making it a focal point for investors.
In a conversation with Brandon Fried, Executive Director of the Alpha Airline Association, the key trends and challenges currently facing the air cargo industry were discussed. This includes the recovery of freight volumes, the impact of tariffs, the FAA's workforce situation, and the outlook for the peak air cargo season in 2025. These insights provide significant reference points for understanding the future changes in the industry.
The Logistics Managers' Index (LMI) rebounded strongly to 60.7 in June, indicating a recovery trend in the global logistics industry. This increase was driven by fluctuations in inventory levels and transportation prices. However, there are still uncertainties about whether future demand can be sustained, influenced by trade policies.
Rail freight transport demonstrated strong growth in 2023, reaching a record daily dispatch volume and highlighting its critical role as an economic lifeline. With industrial recovery and accelerating foreign trade, railways play a key role in the logistics system, optimizing transport organization and ensuring timely supply of essential goods, contributing to pandemic relief efforts. The railway sector continues to improve efficiency in modern logistics construction, promoting transformation and upgrading to provide robust support for future economic development.
The Logistics Manager Index (LMI) rebounded strongly to 60.7 in June, marking a 1.3% increase from May. This growth signifies a move towards industry recovery by 2025 and highlights improvements in demand and efficiency within the logistics sector. Monitoring this data will assist companies in making informed decisions and adjusting their strategies.
The Logistics Manager's Index (LMI) showed strong performance in June, reaching 60.7, indicating a recovery trend in the industry. Inventory levels have risen due to increased tariffs, while transportation and warehousing capacities have declined. Despite optimistic short-term growth, long-term market demand remains uncertain, and future trade policies will significantly impact the entire sector.
