International shipping is going through a complex period marked by a sharp reduction in freight rates, which have fallen by 44% since the beginning of the year on the main trade routes. This decline reflects a turbulent global context, in which operational imbalances, regional conflicts and changes in trade policies converge.

One of the most decisive factors is the oversupply of space on ships, a consequence of the accelerated entry of new capacity without the global demand for transport growing at the same pace. This situation has intensified competition among shipping lines, forcing a sustained drop in prices to ensure cargo volume.

This situation is compounded by various geopolitical events, such as the resurgence of the crisis in the Red Sea, which has forced the diversion of routes and the assumption of higher security costs. At the same time, the hardening of trade relations between the United States and key countries such as China, Mexico and Canada has generated a reduction in trade flows, deepening the imbalance between supply and demand.

As a result, shipping lines are facing increasingly tight margins, which could lead to consolidation processes through mergers or strategic alliances. Surcharges such as bunker surcharge and additional logistics costs are also expected to be revised upward in an effort to protect profitability in the face of energy and operational volatility.

For importers and exporters, this environment represents both an immediate relief in logistics costs and a planning challenge. Current low rates may not be sustained in the medium term, so anticipating scenarios and diversifying transportation strategies will be key to mitigating risks and optimizing logistics budgets.