Posted on: December 18, 2025 / Last updated: December 18, 2025
Global Container Volumes to Hit Record High in 2025 Amid Tariffs and Emerging Market Shift
Global container volumes are expected to reach a record high in 2025.
According to a report by NYK Research, total container throughput from January to October increased by 4 percent year on year.
This indicates that cargo flows remain remarkably resilient despite economic uncertainty.
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North America Slows While Emerging Markets Rise
Asia to North America container volumes declined by 4 percent.
This slowdown followed the end of tariff-driven front loading earlier in the year.
In contrast, Europe and emerging markets recorded strong growth.
- Europe-bound volumes rose by 9 percent
- Latin America Middle East and Indian Subcontinent increased by 15 percent
- Africa-bound cargo surged by 26 percent
Africa-bound volumes are now approaching the scale of Latin America.
Tariffs Reshape Global Production Networks
US tariff policies are changing where cargo originates.
Shipments from China are declining, while volumes from ASEAN countries continue to expand.
This reflects ongoing relocation of manufacturing and diversification of supply chains.
Key Risks Looking Toward 2026
Diversions via the Cape of Good Hope are currently supporting vessel demand.
However, if Red Sea conditions normalize, oversupply risks could quickly emerge.
Executives should monitor how geopolitical shifts may rapidly alter supply and demand.
