Transpacific spot rates are skyrocketing while Asia-North Europe tells a completely different story, and the Strait of Hormuz remains closed to most container traffic after a week of missile exchanges between Iran and the US.
In this episode, Lars Jensen and Caroline Weaver cover:
Why Asia-US West Coast spot rates are approaching East Coast levels and what that historically signals about market instability
What the $1,600 gap between current Pacific spot rates and July futures is telling the market
The latest in the Hormuz crisis, including the attack on the Ever Lovely and what the "evacuation" language from IMO actually means for container shipping
Port connectivity winners and losers: how Khor Fakkan, Fujairah, and Sharjah are absorbing volume while Gulf ports go dark
Tariff uncertainty heading into July 24, when Section 122 tariffs expire with no clear successor
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