The liner trade is undergoing a significant transformation in its service deployments, shifting away from a China-dominated model to focus on emerging markets such as South East Asia, the Indian subcontinent, and Latin America, says Dimerco.
According to the Taiwanese freight forwarder, this strategic pivot is largely driven by escalating geopolitical tensions and evolving global trade dynamics.
In a recent industry update, Dimerco highlights that ocean carriers are reassessing their routes and service offerings in response to the changing landscape of international trade.
As geopolitical tensions rise, particularly between major economies, there is a growing recognition of the need to diversify supply chains.
Emerging markets are becoming increasingly attractive for shipping lines looking to mitigate risks associated with over-reliance on China.
Dimerco's analysis points to several factors contributing to this shift.
The ongoing trade disputes and tariff impositions have prompted businesses to seek alternative sourcing and manufacturing locations.
South East Asia, the Indian subcontinent, and Latin America are seen as viable options for companies aiming to reduce their dependence on Chinese manufacturing capabilities.
The report also notes that this shift aligns with broader trends in global logistics, where companies are prioritising flexibility and resilience in their supply chains.
As ocean carriers adapt to these new realities, they are likely to enhance their service offerings in these emerging markets, potentially leading to increased shipping volumes and new business opportunities.
Maritime data company Sinay reports that the transition from a China-centric approach to a more diversified service deployment reflects the changing priorities of ocean carriers in an increasingly complex global trade environment.
As geopolitical tensions continue to influence market dynamics, the focus on South East Asia, the Indian subcontinent, and Latin America may reshape the landscape of international shipping and logistics in the coming years.
