A Jittery Market, A Clear Signal: Lower Rates Ahead?
Update: 2025-11-17
Description
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 origin
- Why the Trans-Pacific is splitting into multiple micro-markets
- South America’s sharp rate collapse and what it signals
- The Red Sea reopening wildcard and the contract risks shippers are missing
- The tariff updates that matter — and the ones that don’t
- Why Hapag-Lloyd gained volume without giving up rate
- What carrier Q3 results reveal about next year’s landscape
For shippers and NVOs planning 2026, this episode delivers the clearest read yet on where the market is headed.
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