The recent American trade agreements do little to revive the faltering ocean container shipping sector, according to a new analysis of XENETA. Despite the identification concessions with the main commercial partners, the shipping rates are still decreased sharply across the major commercial corridors.
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XENETA data shows that the immediate prices from China to the West Coast have decreased by 59 % since June 1, reaching $ 2,268 per Feu. Prices to the American East Coast decreased by 43 % during the same period, and now at $ 3,796 per Feu. Even the relatively stable northern northern Europe road, the American East Coast Path has witnessed a decrease in rates of $ 2000 per Feu – a 5 % decrease since June and 25 % less than the beginning of the year.
“Commercial deals are not a magic bullet for a weak shipping market,” said Emily Stauspol, a large cargo analyst at XENETA. While the 15 % recently agreed tariff on the European Union imports is better than the high rates that were initially threatened, I noticed that “it is not good news for the trucks – less worse than it could be.”
The conversations with China this week in Stockholm are unlikely to recover the costs of importing to pre -April levels, when mutual tariffs in the Trump administration entered.
The current recession follows a short -lived increase in April and May, when the importers carried the front shipments during the period of reducing the temporary customs tariff. “These goods have ended, and the shipping rates are now fast, especially in Fronthaul deals from the Far East,” said StausBäll.
Transport companies are trying to control the slide by reducing American roads, but excessive global capabilities are still a great challenge. The International Container Index in Dreiri decreased in the sixth week in a row last week, a decrease of 3.3 %. The company offers a weaker balance in demand during the second half of 2025, which probably causes low category prices.
The direction of the future market will rely heavily on the decisions of the American tariffs and the potential implementation of sanctions on the Chinese ships. While some transportation companies have announced the general increases in prices in trading across the Pacific Ocean, industry monitors complain that these will be committed to the slow demand.
