Dimerco Express: Sea Port Congestion Worsens, Rising Fuel Costs Support Air Freight Prices
Dimerco Express Group announced its March consolidated revenue at NT$2.64 billion, a 3.4% year-on-year increase. First-quarter consolidated revenue reached NT$7.05 billion, up 0.9% year-on-year. Escalating geopolitical tensions in the Middle East are increasing security risks in the Persian Gulf, leading to worsening port congestion in major Asian hubs. Rising energy and aviation fuel costs are driving up overall logistics expenses, supporting air freight prices as capacity tightens. Sea freight faces delays and increased surcharges, with fuel cost increases impacting the entire supply chain.
📋 Article Processing Timeline
- 📰 Published: April 7, 2026 at 13:12
- 🔍 Collected: April 7, 2026 at 14:00 (48 min after Published)
- 🤖 AI Analyzed: April 15, 2026 at 12:35 (190h 35m after Collected)
Dimerco Express Group announced its consolidated revenue for March at NT$2.64 billion, a year-on-year increase of 3.4% and a month-on-month increase of 28.4%. Driven by customer shipping demand, air freight volume grew by nearly 20% compared to the same period last year and by 40% month-on-month. Sea freight volume remained largely flat year-on-year but increased by approximately 10% month-on-month; however, revenue performance was slightly suppressed due to lower market freight rates compared to last year.
For the first quarter of 2026, Dimerco Express Group's air freight volume increased by approximately 20% year-on-year, and sea freight volume increased by nearly 10% year-on-year, with consolidated operating revenue reaching NT$7.05 billion, a 0.9% year-on-year increase.
Recent escalating geopolitical tensions in the Middle East have increased security risks in the Persian Gulf and surrounding airspace and shipping lanes, adding uncertainty to the global logistics system. Dimerco Express believes that market observations and industry data indicate signs of worsening congestion in major Asian sea hubs, including India, Sri Lanka, Singapore, Malaysia, Indonesia, and the Philippines, due to restrictions and potential blockade risks in the Strait of Hormuz.
Dimerco Express stated that with rising energy prices and aviation fuel costs, airlines have successively adjusted fuel surcharges and flight configurations, driving up overall logistics costs. The market is also observing the possibility of some cargo shifting to sea freight or sea-air intermodal transport, simultaneously increasing the risk of fluctuations in overall transport lead times and costs. This change also reflects the continuous increase in demand for diversified transport models under the trend of supply chain restructuring.
In the air transport market, Dimerco Express stated that the Middle East situation has pushed up fuel costs, and airlines continue to adjust fuel surcharges and flight configurations, leading to an increase in overall logistics costs. As capacity flexibly tightens, air freight prices are gradually gaining support. Against the backdrop of tightening capacity and rising costs, the market has observed airlines and some logistics service providers successively adjusting surcharge structures, showing support for air freight prices.
In terms of sea freight, Dimerco Express observed that the Persian Gulf situation has had a substantial impact on the market, including shipping delays, rising fuel surcharges, and exacerbated port congestion, putting pressure on the overall route stability. Cargo arrangements for the Middle East region are also becoming more cautious, with increased operational requirements and stricter review standards for some special cargo types, including temperature-controlled and dangerous goods.
Dimerco Express pointed out that rising fuel costs are gradually spreading throughout the entire supply chain and are reflected in the market through various surcharges. In addition to sea freight, this also affects rail and road transport, pushing up overall logistics costs. (Edited by Chang Chun-mao) 1150407
For the first quarter of 2026, Dimerco Express Group's air freight volume increased by approximately 20% year-on-year, and sea freight volume increased by nearly 10% year-on-year, with consolidated operating revenue reaching NT$7.05 billion, a 0.9% year-on-year increase.
Recent escalating geopolitical tensions in the Middle East have increased security risks in the Persian Gulf and surrounding airspace and shipping lanes, adding uncertainty to the global logistics system. Dimerco Express believes that market observations and industry data indicate signs of worsening congestion in major Asian sea hubs, including India, Sri Lanka, Singapore, Malaysia, Indonesia, and the Philippines, due to restrictions and potential blockade risks in the Strait of Hormuz.
Dimerco Express stated that with rising energy prices and aviation fuel costs, airlines have successively adjusted fuel surcharges and flight configurations, driving up overall logistics costs. The market is also observing the possibility of some cargo shifting to sea freight or sea-air intermodal transport, simultaneously increasing the risk of fluctuations in overall transport lead times and costs. This change also reflects the continuous increase in demand for diversified transport models under the trend of supply chain restructuring.
In the air transport market, Dimerco Express stated that the Middle East situation has pushed up fuel costs, and airlines continue to adjust fuel surcharges and flight configurations, leading to an increase in overall logistics costs. As capacity flexibly tightens, air freight prices are gradually gaining support. Against the backdrop of tightening capacity and rising costs, the market has observed airlines and some logistics service providers successively adjusting surcharge structures, showing support for air freight prices.
In terms of sea freight, Dimerco Express observed that the Persian Gulf situation has had a substantial impact on the market, including shipping delays, rising fuel surcharges, and exacerbated port congestion, putting pressure on the overall route stability. Cargo arrangements for the Middle East region are also becoming more cautious, with increased operational requirements and stricter review standards for some special cargo types, including temperature-controlled and dangerous goods.
Dimerco Express pointed out that rising fuel costs are gradually spreading throughout the entire supply chain and are reflected in the market through various surcharges. In addition to sea freight, this also affects rail and road transport, pushing up overall logistics costs. (Edited by Chang Chun-mao) 1150407
FAQ
What was Dimerco Express Group's consolidated revenue for March?
Dimerco Express Group's consolidated revenue for March was NT$2.64 billion.
How are geopolitical tensions in the Middle East affecting Asian sea shipping?
Geopolitical tensions in the Middle East are causing increased security risks in the Persian Gulf and Strait of Hormuz, leading to worsening port congestion in major Asian sea hubs like India, Sri Lanka, Singapore, Malaysia, Indonesia, and the Philippines.