Container counterfactuals: spot market vs time-charters
Spotting the time-charter correction…
Shippers are eyeing “surgical” use of airfreight to mitigate the increasing delays caused by the Red Sea crisis.
Airfreight data is not yet showing any real change in rates, despite the disruption at sea – but this is likely to change next week.
“The Red Sea delays are not reflected in rates just yet, but it is to be expected,” said Niall van de Wouw, chief airfreight officer for Xeneta.
“Last week was the week after new year, which is typically dormant. But ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Tariffs and de minimis set air freight rates on a volatile course
Overcapacity looms for ocean trades – with more blanked sailings inevitable
'To ship or not to ship', the question for US importers amid tariff uncertainty
List of blanked transpac sailings grows as trade war heats up and demand cools
'Chaos after chaos' coming from de minimis changes and more tariffs
East-west rates diverge as transpac spots hold while Asia-Europe keeps falling
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