Transportation companies in the oceans enter the second half of the year in the face of fallen shipping rates, high tariffs, and limited prospects for a meaningful peak season. While some analysts see a faded chance in a late modified stumbling block, the overall image remains dark.
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Peter Sand, chief analyst at XENETA, said, said XENETA, Load Any height is likely to be modest and limited to the immediate market. “We do not expect the normal peak season, but we do not exclude a steadfast season,” he said. “Prices can rise in October or November with the additional fees for the peak season.”
Modern data from Drewry, XENETA and Shaghai charging index (SCFI) confirm the constant pressure on Asia and the United States. The Drewry World (WCI) container showed the Shanghai -Los Angeles rates decreased by 2 % to $ 2,494 per 40 feet, and Shanghai -New York decreased by 5 % to $ 3,638. SCFI data indicated more severe decreases on the West Coast, as it decreased by 3.51 % to $ 1759 per 40 feet, as the eastern coast rates decreased by 2.61 % to $ 2,769. XSI of XENETA recorded a decrease of 4.92 % to 1913 dollars per 40 feet on the West Coast Road, although this is a slower decrease rate than the previous week.
Drewry’s Hind Chitty noticed that although immediate prices are still decreased, the frequency of decline has declined with the use of empty sailing tankers to manage the capacity. “This provides only limited support,” she said, noting the conversion of commercial flows, definitions and continuous delivery of vessels that risk deepening excessive speed.
Elsewhere, Scfi data showed a slight increase on Asia and South African roads to $ 3,008 per 40 feet. However, Maersk plans to stop direct services to South Africa as of October, leaving MSC as the only carrier with direct calls. The mentors warn that re -guidance across Europe will increase the times of transportation, costs and additional fees, which leads to the erosion of the competitiveness of South Africa. Some also link Mercsk to the US -tense American trade relations.
Looking at the future, Sand said that transport companies have few tools to achieve stability in prices beyond empty sailing, slow ships, and fleet recycling. Old ships canceling may help in a balance between the width, but it is unlikely to have any meaningful effect before 2026.
Chitty is less optimistic than sand around the top of the end of the year. She said: “Retired people do not see the peak season this year,” stressing that the continuous delivery operations of ships will affect the prices well in the next year.
Despite the flexible demand, charging rates are still under pressure across most deals – indicating that transportation companies ’alleviation are unlikely to reflect the declining trend any time soon.
