Weekly Wednesday Updates (11/25/25 – 12/02/25)

Belgium’s national transport strike from late November drove fresh congestion at Antwerp and surrounding North European ports, tightening yard space, lengthening dwell times, and causing knock‑on delays into Rotterdam and Hamburg. MetroClecat

Global air freight heading into December showed tightening capacity and rising rates on key lanes, driven by peak‑season e‑commerce demand, MD‑11F freighter retirements, and weather and security disruptions in parts of Asia and Mexico. Stattimes

Intra‑Asia ocean capacity remained tight heading into December, with carriers pushing frequent GRIs and shippers warned to expect elevated spot rates and limited space through at least mid‑February as Lunar New Year pull‑forward merges with peak season. IntelligentAudit

The U.S. trucking market entered its typical post‑Thanksgiving “capacity purge,” with increasing carrier exits expected to tighten available truckload capacity and push tender rejections higher through mid‑February, even without a demand rebound. IntelligentAudit

U.S. and allied governments moved to strengthen AI‑related semiconductor and component supply chains, planning new alliances and talks in December to reduce dependency on a narrow set of chip sources and mitigate geopolitical risk. TTNews

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