Freight Prices Are Exploding at the Wrong Time of Year Shipping rates are supposed to cool off into the fourth quarter. Instead, they’re blowing past decade highs. Bloomberg reports that costs to move oil, LNG, and industrial materials are surging as we close out 2025 — with some tanker and gas carrier rates tripling on key global routes. Let’s be clear: this is not about seasonal demand. This is about something much deeper. Freight doesn’t behave this way in a healthy, functioning system. It behaves this way when the plumbing of global trade is breaking. Global Trade Routes Are Being Torn Up and Rewritten What we’re seeing now is the physical rewiring of the global economy: Sanctions have upended energy…
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