DHL – Ocean Freight Market Update, Apr 2025

The main theme of the report is the analysis of the current situation in the ocean freight market.

Key findings include discussions on the current market situation, potential implications of the Red Sea opening, formation of new alliances, 'America First' initiatives, geopolitical challenges, decarbonization and environmental aspects, as well as projected maritime disruptions in 2025. Rates are expected to increase in May and June due to the early start of the peak season in Europe. A return to the Suez Canal in 2025 is considered unlikely, which may lead to capacity constraints in the second quarter. The forecast for global real GDP growth in 2025 has been lowered to 2.5%.