Asia-Europe rates are riding a half-finished Suez return
Sixty-three percent of Far East to Europe capacity now uses Red Sea routings, but many loops still return via the Cape. That gap explains the rate rebound.
#fleet-capacity
10 posts
ContainerSignal Daily: Maersk targets full Suez return by March 2027
Maersk expects all services back through Suez by March 2027, as Drewry warns the return releases 1.6 million TEU into a record orderbook.
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ContainerSignal Daily: Carriers blank sailings ahead of FAK hikes
Carriers blanked eight sailings for next week against two this week and set FAK increases for 1 November, with spot rates up on all three east-west lanes.
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ContainerSignal Daily: Charter rates hit a four-year high
Drewry's WCI rose 2% to US$4,585 per 40ft container, a 15-week high, while Braemar's charter index reached its highest level since 2022.
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ContainerSignal Daily: MSC adds 20 megamaxes as capacity stacks up
MSC books 20 more 24,000 TEU ships at Hengli while the box orderbook sits near a post-2009 high, and Panama closes FY2026 with record revenue.
ContainerSignal Daily: Iraqi line restarts Gulf container shuttle
Iraq's national line restarts a Jebel Ali to Umm Qasr shuttle as Aqaba transit volumes surge, HMM signs its HD Hyundai order and CBP tightens low-value filings.
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ContainerSignal Daily: Gemini targets full Suez return by Q1
Gemini adds a Suez-routed Asia-Med string from 22 November and expects almost all services back through the Red Sea by Q1, adding effective capacity.
ContainerSignal Daily: Hormuz attacks widen as Iran keeps offer open
Iran says its seven-day Hormuz reopening offer still stands, while at least four container ships are hit and Gulf bookings remain suspended.
ContainerSignal Daily: Maersk lifts surcharges as spot rates slide
Drewry's World Container Index falls 1.87% as Asia-Europe rates decline a 13th week, while Maersk raises November charges on Red Sea and Durban trades.
ContainerSignal Daily: Global box volumes hit record 17.46m TEU
Global container volumes set a record 17.46m TEU in August as US September imports hit a high, while Far East to Europe spot rates keep falling.