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POLARIZED MARKET FOR SHIPPING AT THE END OF THE YEAR: ASIA-EUROPE RECOVER STRONGLY, ASIA-AMERICA CONTINUE TO FACE PRESSURE
The global container shipping market is entering the final stretch of the year with a clear split between major trade lanes. While the Asia–Europe route is experiencing a strong recovery in freight rates driven by peak-season demand and pricing strategies from shipping lines, the trans-Pacific (Asia–America) route continues to struggle amid a noticeable shortage of cargo volumes.
Asia–Europe Route: A Structural “Sub-Peak” Ahead of the Lunar New Year
Recent market indicators show that spot freight rates on the Asia–Europe route have maintained an upward trend for several consecutive weeks. Year-end shipping demand, together with early bookings in preparation for the Lunar New Year, has created a structural “sub-peak” that is increasingly viewed as a new normal in recent years.
This upward momentum is further supported by newly announced Freight All Kinds (FAK) rates and Peak Season Surcharges (PSS) from major shipping lines. In the short term, Asia–Europe freight rates are expected to remain firm or continue edging higher, provided that booking volumes stay stable.
Asia–America Route: Capacity Management Yet to Stabilize Rates
In stark contrast, the trans-Pacific route remains under downward pressure. Despite intensified blank sailings aimed at balancing supply and demand, the impact has been limited due to a sharp drop in shipping demand. Most cargo for the year-end retail season was moved earlier, resulting in insufficient additional volumes in December to support freight rates.
Under these conditions, the General Rate Increases (GRI) announced for mid- and late December are widely viewed as difficult to sustain.
Recommendations for Importers and Exporters
With the market showing strong volatility and divergence across trade lanes, import-export businesses are advised to closely monitor freight rate movements, vessel schedules, and carrier policies. Proactive planning is essential to mitigate cost risks and avoid potential delivery delays. Partnering with a logistics provider that offers timely market insights and flexible, route-specific solutions will be a key advantage during this period.
Dolphin Sea Air remains committed to supporting our valued customers with comprehensive, cost-effective, and tailored logistics solutions across all major trade routes.
Contact Dolphin Sea Air today for expert advice on shipping routes, freight rates, and delivery planning for the end of the year and early 2026.
