This article analyzes the exchange rate of the US dollar against the Comorian franc for 2025, noting a 6.20% decline in the past year. It compares the dollar's exchange rate changes with other major currencies, emphasizing the dollar's strong position in the global market and the economic vulnerability of the Comorian franc.
Although the trans-Pacific ocean freight container rates are on a downward trend, they remain approximately $1,000/FEU higher compared to the same period last year. The calm period after the Spring Festival has led to a price decline, and it is expected that as service models return to normal, contract rates will decrease.
Container shipping rates continue to decline due to weak demand and supply-demand imbalances. In the short term, rates may decrease further; however, seasonal demand recovery in the second quarter could provide support for rates. At the same time, uncertainties in the global economic landscape and trade policies will continue to influence market trends.
The surge in demand resulting from the US-China trade agreement brings potential risks to the supply chain. While the decline in idle ship rates indicates a recovery in capacity, shipping companies may face significant challenges including reduced quotas, difficulties in booking, and rising costs, which have a considerable economic impact on end consumers.
In July, Dalian Port achieved a record high in operations, with steady growth in bulk cargo. Freight policies boosted profitability, while scientific measures were implemented to ensure efficiency in response to high temperatures.
Simonstown Port is located on the eastern side of Cape of Good Hope in South Africa, serving the South African Navy and providing services to civilian vessels in emergencies. With a water depth of 17 meters and well-developed service facilities, its strategic location and historical significance remain important, despite a significant decline in commercial shipping.
In Q1 2025, the freight market appears stable on the surface but is hiding underlying uncertainties, with weak demand and limited supply. Although short-term demand has risen, the ongoing decline reflects shippers' lack of confidence in the market. The overall industry is in a state of adjustment but is facing greater tension, making flexible operational models increasingly important.
Despite the unexpected decline in Brazil's e-commerce 'Black Friday' sales, e-commerce giants remain confident in the Latin American market and are actively expanding their presence. As the last e-commerce blue ocean globally, Latin America presents both challenges and abundant opportunities. In the future, platforms can leverage localization and innovative strategies to embrace growth.
In June, the Port of Los Angeles (POLA) recorded a freight volume of 892,340 TEUs, an 8% year-on-year increase and a historical record. In contrast, the Port of Long Beach (POLB) experienced a 16.4% decline, with a freight volume of 704,703 TEUs. This disparity in data reflects the different challenges and strategies faced by the ports.
The express delivery industry has seen significant growth due to the development of e-commerce. However, the sector faces a 'sub-healthy' state with thin profit margins and a continuous decline in average revenue per parcel. To address this predicament, the government is promoting the use of major transportation resources to reduce costs, while companies are actively seeking international markets.
