Global Supply Chain Update – August 6, 2025

In Recent Supply Chain News

  • During it’s Q2 earning call on 7/31/2025, Schneider National (SNDR) announced that it would begin surcharges on intermodal freight as it prepares for peak season. 
  • Amazon announced that it would no longer offer prep and item labeling as of 1/1/2026, requiring sellers to handle more of their own packaging process. 
  • As Fedex continues it’s Network 2.0 revamp, it has closed the gap between its market cap and that of UPS down to $20.69 billion. 

Global Container Rates

  • The composite rate per 40-foot container was $2,499 on 7/31/25, which is down $18 from the previous week. Global container rates were mixed week-over-week. The largest decrease was from Shanghai to New York which decreased $75 to $4,135. The second-largest decrease was from Shanghai to Los Angeles, which decreased $43 to $2,632.

Suez Canal Crossings 

  • The chart below outlines the 7-day rolling total of container ships, tankers, and bulk carriers traveling South to North through the Suez Canal.
  • The total number of crossings on 8/4/25 was 73 (compared to 86 on 8/5/24 and 181 on 8/4/2023).

Panama Canal Crossings 

  • The chart below outlines the 7-day rolling total of container ships, tankers, and bulk carriers traveling South to North through the Panama Canal.
  • The total number of crossings on 8/4/25 was 86 (compared to 82 on 8/5/24).

Most-Watched Supply Chain Metrics  

  • The chart below is a breakdown of supply chain metrics for July 2025.

  • The aggregate index of most-watched supply chain metrics (the black line in the chart below) was 0.11, with zero meaning the supply chain is acting normally.

U.S. Trucking Rates

  • Trucking rates were steady week-over-week, with Internet Truckstop’s average equipment rate at $2.31 per mile.
  • Trucking rates on a geographical basis were mixed last week. The largest increase was in the Mountain Central region which increased $0.04 to $1.98 per mile. The largest decrease was in the Northeast region which decreased $0.02 to $2.11 per mile.

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