Supply Chain Market Update June 2025

This document is a market update focusing on supply chain dynamics as of June 2025. It outlines significant developments in ocean and air freight rates, trade negotiations, and market trends. The report details the sharp rise in ocean freight rates following a temporary pause in tariffs on Chinese goods, driven by pre-tariff front-loading. Additionally, the U.S. Administration's trade negotiations with China and the European Union are highlighted, including new tariff structures and their implications for various industries. The document also presents data on domestic freight market stability, showing a decline in air freight rates despite a year-over-year increase in demand. Other key aspects addressed include the oversupply in the trucking market, challenges faced by parcel carriers, and the overall impact of tariffs on supply chain strategies. Companies are encouraged to enhance supply chain agility and cost control due to the ongoing tariff uncertainties and market fluctuations.