Port congestion is now absorbing 8.5% of the global container fleet, roughly four times the pre-pandemic norm, and it may not clear before the Chinese New Year peak. On NYFI, Asia to US East Coast rates sit at an all-time high, with rates to both US coasts still climbing.
In this episode, Lars Jensen and Rich Heath cover:
Why congestion could push Asia-Europe rates up just as shippers negotiate 2027 contracts in the European tender season
What last week's upward shift in NYFI futures says about how long the market expects tight capacity to last
The October 5 launch of NYFI options contracts on ICE Futures Europe, with a deeper dive next week alongside Peter Stallion of Clarksons
How an orderbook approaching 43% could bring more consolidation and more competition at the same time
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