The quantity is insufficient! MSC leads the price cut!
Shipping companies are looking forward to a wave of shipments between mid-December and Chinese New Year, before the Lunar New Year. At the same time, carriers are also closely watching the progress of the US-East dockworker negotiations and the latest developments in Trump's tariff policy, hoping that these factors will stimulate shipments
Industry insiders believe that if the strike really happens after January 15 next year, and the Spring Festival is early to the end of January, shipping companies may launch preferential prices before the holiday to stimulate shipments, which will help boost volumes. However, if the strike remains unresolved, its impact could be more pronounced after the holiday. Rates are expected to be supported if strikes disrupt supply chains and lead to port closures.
With the supply of ships gradually returning to normal after the Golden Week, as well as the arrival of the traditional off-season and the end of the double 11 e-commerce season shipments, although the shipping company has tried to control the supply by reducing ships and classes, it is still difficult to reverse the pressure of the downward revision of freight rates.
In particular, the supply reduction caused by the reduction of ships during the golden week has been combined with the transfer of some goods to the West Line caused by the three-day strike in the East of the United States, which has supported and even increased the freight rate of the West Line. However, the return of goods in the East of the United States and the impact of the off-season have also revised the freight rate of the West line.
By contrast, European rail rates are holding up. According to the freight forwarding industry, considering that the signing of the New Testament of the European line next year has entered the final critical stage and the big reshuffle of the global shipping alliance, the shipping company is fully maintaining the freight rate. European freight rates this week were about $4,200 to $4,400 per 40-foot container.
At present, many airlines adopt two strategies to maintain freight rates: on the one hand, technical cabin control to control supply; On the other hand, it stabilizes market confidence by calling for the rise to stop the fall. At the same time, they will also adjust the freight rate according to the loading rate of the ship: the price is not satisfied with the price grab; When loading rate is improved, the price is maintained.
Although some ships are well loaded, freight rates are difficult to rise, so as not to lose customers. Therefore, it is expected that the European line freight rate will maintain a small rise and fall route.
Specifically, the latest weekly SCFI quotes show: Shanghai to Europe line per 20-foot container freight fell $29 to $2,512; The freight rate for the 20-foot container to the Mediterranean line increased by $25 to $3,080; The freight rate per 40-foot container to the western United States fell sharply by $548 to $4,181; The freight rate per 40-foot container to the U.S. East line also fell by $219 to $5,062.。
Overall, shipping rates are affected by many factors, and the trends of each route are different, and the follow-up is still full of variables.
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