Ocean capacity is rising, demand is cooling, and 'the market is starting to turn'
Container spot freight rates on the main east-west ocean trades showed their first decline since ...
Yesterday’s column by MSI director Daniel Richards was a warning for investors in container carrier and non-operating owner stocks alike – downward momentum in spot rates to continue and downward momentum to emerge in the time-charter market from 3Q25.
There is a counterfactual, however: container ship owners might be heading for another bumper year – according to MSI’s recently released monthly report the charter market remains strong and is expected to remain so however the freight markets perform.
Conventional wisdom at the moment ...
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