Supply Chain Industry Insights – June 2025

Industry Insights

June 2025

By PGL

Welcome to the PGL Industry Insights report for June 2025.

Retail diesel prices hit their lowest point for the year in early June, dropping to around $3.45 per gallon, and then edged up to about $3.47 after a rise in diesel futures. It’s the biggest increase in nine weeks, signaling a possible shift in the trend.

Amid a lockout and strike with Unifor, DHL Express Canada has requested a
government exemption from a new law banning replacement workers. Facing a suspension of services starting June 20, DHL argues the ban could cripple its operations and harm Canadian commerce.

Retailers are front-loading cargo as a 90-day tariff pause between the U.S. and China kicks in. Container volumes are spiking, and early peak season activity could stretch into July, offsetting prior slowdowns.

Container shipping costs from Asia to the U.S. East Coast jumped nearly 90%, reaching over $6,100 per FEU. A burst in demand and tariff relief have driven carriers to boost spot rates aggressively.

That’s it for this month’s report. Fuel prices and freight volumes continue to
bounce around, so staying informed is more important than ever. Subscribe to our channel to make sure you get the latest supply chain insights. As always, PGL will be here to keep you informed 24/7/365.

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