Log in or register
Share on LinkedInShare on LinkedIn

ARTICLE · 10 FEBRUARY 2025

New Year, New Challenges: Navigating Shifting Supply Chain Trends

AlixPartners Asia LLC
Explore more from AlixPartners Asia LLC

As we kick off 2025, global supply chains continue to shift. Ocean rates declined through December but saw a slight increase in early January as Lunar New Year (Jan 29, 2025) imports surged.

United KingdomInternational Law
Marc Iampieri
Marc Iampieri
Author LinkedIn connections

As we kick off 2025, global supply chains continue to shift. Ocean rates declined through December but saw a slight increase in early January as Lunar New Year (Jan 29, 2025) imports surged. Rates on Asia-EMEA lanes climbed further due to an equipment shortage, while air freight also saw modest rate increases, though still well below last year's extreme peak-season levels.

Domestically, freight and warehouse demand have edged up, driven by inventory pull-forward and repositioning efforts. At the same time, parcel carriers have announced 2025 rate increases, reinforcing their focus on profitability. Meanwhile, the new U.S. administration could introduce trade regulations that may require companies to adjust their supply chain strategies.

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

View source

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

See more popular content from

Article

EU And UK Sanctions Developments: EU’s 22nd Sanctions Package And Latest UK Measures Targeting Russia’s Military-industrial, Energy And Shipping Sectors

The European Union has adopted its 22nd sanctions package against Russia, adding 1,569 individuals and entities to its sanctions lists in the largest designation exercise since 2022. This unprecedented expansion targets Russia's military-industrial complex and its supporting supply chains, creating significant compliance challenges for businesses across banking, shipping, technology, and international trade sectors.
GlobalInternational Law
Penningtons Manches Cooper LLP
Penningtons Manches Cooper LLP
Article

Supply Chain Market Update: Transpacific Ocean Holds Near Peak As Record Diesel And Record Rail Intermodal Define August

Freight markets are experiencing unprecedented divergence as transpacific ocean rates hold near peak levels while Asia-Europe lanes decline, trucking shifts from spot to contract dominance, and record diesel prices reset cost structures across all transportation modes. This comprehensive analysis examines how carrier capacity management, fuel cost pressures, and modal shifts are reshaping logistics economics heading into Q4 peak season.
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Freight Recession Is Over. Is Your Supply Chain Ready?

The trucking sector, responsible for moving nearly three-quarters of all goods in America, is experiencing a fundamental shift as freight capacity contracts due to carrier exits, fleet downsizing, and regulatory pressures. With spot market rates rising above contract rates for the first time since early 2022 and structural driver shortages expected to worsen, shippers who treat this as a temporary cyclical event may find themselves unprepared for sustained rate increases. Understanding the root causes of th
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Enterprise Software Debt Crisis: What Cracks In Private Credit Mean For The Industry

Private credit markets are showing signs of stress, with enterprise software borrowers particularly vulnerable as AI disruption threatens their business models. Four critical warning signals—deteriorating credit health, rising PIK interest, mid-market concentration of defaults, and strategic misalignment with AI—suggest lenders need to shift from passive monitoring to active portfolio management before the 2028 debt maturity wall arrives.
United StatesFinance and Banking
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

New Research Reveals A Great Divide In Beauty, Health & Wellness, With Executives And Consumers At Odds

A comprehensive study reveals that beauty, health, and wellness has transformed from discretionary luxury into an identity cornerstone, with young men emerging as the fastest-growing demographic and nearly 13,000 medspas now rivaling McDonald's locations across America. The research exposes a critical disconnect between what industry executives believe consumers want and what consumers are actually doing with their time, money, and trust.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Consumer Products Corner - Inventory Divides Deepen As Freight And Input Costs Rise

Discretionary inventory positions diverged sharply in Q2 as apparel and luxury brands faced expanding days inventory outstanding amid tariff-driven import acceleration and weakening demand, while big-ticket categories achieved meaningful drawdowns through disciplined working capital management. Rising crude oil prices and freight costs now threaten consumer company margins as geopolitical tensions persist and trade policy uncertainty clouds the outlook heading into midterm elections.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Behavioral Health Leaders Need A Margin Mindset As Disruption Sweeps The Sector

Behavioral health providers face mounting pressures from declining reimbursement rates, regulatory complexity, and severe workforce shortages that threaten operational sustainability. While demand for behavioral health services is projected to outpace supply for the next decade, only operators who build lean, efficient models rather than pursue pure expansion will capture the rewards.
United StatesFood, Drugs, Healthcare, Life Sciences
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Competing Perspectives On How AI Assistants Will Reshape Grocery Shopping

The rise of AI assistants like Meta's Muse promises to transform grocery shopping by handling routine tasks through voice commands, but will consumers embrace delegating such personal decisions? Regional and independent grocers face critical questions about whether this technology represents an adaptable shift or a fundamental rupture of their business model, and how they should position themselves as AI intermediaries potentially reshape customer relationships.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC