🔍Spot Rates Continue to Fall, More Pressure Ahead if Carriers Shift Back to Suez🔍

Container spot freight rates are tumbling further, accelerated by the Lunar New Year holiday and recent geopolitical events.

✅ Transpacific routes: Rates dropped 8% (Shanghai-LA) and 7% (Shanghai-NY) this week.

✅ Asia-Europe routes: Sharp declines, with Shanghai-Rotterdam down 19%, a 31% year-on-year drop.

✅ Suez impact: With a Hamas-Israel ceasefire and decreased attacks on shipping, carriers may return to the Suez route, exacerbating overcapacity and pushing rates lower.

✅ Short-term disruptions: Switching back to Suez could temporarily cause port congestion in Europe and Asia, slightly lifting rates.

✅ Long-term outlook: Analysts predict significant rate drops to sub-economic levels, similar to late 2023, as supply outpaces demand.

🔍即期运费持续下跌，若航运公司重返苏伊士运河，压力或将加剧🔍 集装箱即期运费价格持续下跌，新年假期及地缘政治事件加剧了这一趋势。

✅ 跨太平洋航线： 本周运费下降8%（上海-洛杉矶），上海-纽约下降7%。

✅ 亚洲-欧洲航线： 上海-鹿特丹下降19%，同比下降31%。

✅ 苏伊士运河影响： 随着哈马斯-以色列停火及袭击减少，航运公司或重返苏伊士航线，这可能加剧运力过剩，进一步压低运费。

✅ 短期影响： 转回苏伊士航线可能导致欧洲及亚洲港口暂时拥堵，短期内或提升运费。

✅ 长期预测： 分析人士预计运费将大幅下降至2023年底的低水平，因运力远超需求。

(source: https://theloadstar.com/spot-rates-still-tumbling-with-worse-to-come-if-carriers-return-to-suez/)

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