Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
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Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
From Asia–Europe Erosion to Atlantic Stability: What’s Really Driving Rates?
Supply Chain Secrets
22 minutes
2 months ago
From Asia–Europe Erosion to Atlantic Stability: What’s Really Driving Rates?
In this week’s episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest shifts across major trades. Asia–Europe: Spot rates dip below spring levels, but Lars explains why it’s not yet a full collapse.Trans-Pacific: A striking bifurcation—rates out of Southeast Asia/China erode while Northeast Asia (Korea, Japan) surges by $500/FEU.Atlantic: After months of stability, head-haul rates slide from $1,800 to $1,500 per FEU.Capacity Updates: Carriers move beyond blank ...
Supply Chain Secrets
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
