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Are bears returning to freight markets?

Freight rates started 2025 with renewed increases following a tumultuous 2024 . However, increased capacity and the resolution of a looming US port strike has brought rates down. The key question now is how long this decline will continue, as there is the possible resumption of Red Sea transits on one hand and the expected trade war following Trump’s re-election on the other, awaited to pose a major challenge to rates...

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