Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.
While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small base.
The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024 following the industry-wide rerouting of vessels via the Cape of Good Hope in southern Africa.