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04/09/2026

Asia-US East Coast freight rates just hit their highest point of 2026 — Shanghai to New York is up 10% in a single week to $8,706 per container, and Shanghai to LA jumped 6% to $6,244.

Normally peak season would be cooling off by now. It isn't. And this week, Maersk CEO Vincent Clerc said it himself, live on Bloomberg: freight rates will continue to be volatile, and disruptions will be MORE prevalent in the future — not less.

In this video, we break down:

The latest Shanghai-US East and West Coast rate data
Vincent Clerc's on-camera comments to Bloomberg
Why the Port of Long Beach CEO says the traditional Aug–Oct peak season is "outdated"
How blank sailings, tight capacity, and September's Panama Canal surcharges are reshaping the market
What this means for importers and container owners going forward

This isn't a temporary spike — it's shaping up to be the new normal, straight from the top of the industry.

🔔 Subscribe for weekly freight market updates and container shipping analysis.


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Maersk Just Raised Its Guidance Twice in Six Weeks. EBIT Nearly Doubled.A.P. Moller-Maersk beat Q2 profit forecasts and ...
02/09/2026

Maersk Just Raised Its Guidance Twice in Six Weeks. EBIT Nearly Doubled.

A.P. Moller-Maersk beat Q2 profit forecasts and raised full-year guidance for the second time in under three months.

EBIT nearly doubled — from $845 million to $1.6 billion, year-on-year. EBITDA guidance raised to $10.5–12.5 billion, up from $8–10 billion. Ocean segment EBIT jumped from $229 million to $935 million.

The reason? Elevated freight rates, tight capacity, port congestion, and continued strength in Chinese exports.

When the world's second-largest carrier raises guidance twice in six weeks — that's not caution. That's confidence in where the market is heading.

For container owners — the fundamentals just got a public stamp of approval. 📦🚢📈

📌 Source: Reuters / Global Banking & Finance Review — August 13, 2026
🔗 globalbankingandfinance.com/container-shipping-group-maersk-q2-profit-beats-forecasts
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
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Up 136% From Last Year. That's Not a Typo.The Containerized Freight Index closed at 3,409 points this week — up over 11%...
31/08/2026

Up 136% From Last Year. That's Not a Typo.

The Containerized Freight Index closed at 3,409 points this week — up over 11% in a single month, and up 135.95% compared to the same time last year.

136% year-on-year.

Last year at this time, the market was talking about overcapacity. This year, the index has more than doubled.

For container owners — this isn't a spike anymore. It's a completely different market than the one everyone was planning for. 📦🚢📈

📌 Source: Trading Economics — Containerized Freight Index, August 28, 2026
🔗 tradingeconomics.com/commodity/containerized-freight-index
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
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"This Is Not a Pull-Forward. It Is Real Underlying Demand."That's Maersk CEO Vincent Clerc, on the company's earnings ca...
28/08/2026

"This Is Not a Pull-Forward. It Is Real Underlying Demand."

That's Maersk CEO Vincent Clerc, on the company's earnings call this week.

Asia to US East Coast rates just hit their 2026 peak — Shanghai to New York up 10% to $8,706 per container. Shanghai to Los Angeles up 6% to $6,244.

Current weekly volumes out of Asia are actually surpassing the 6.2% growth the industry saw in Q2. Clerc says it's not temporary front-loading — it's genuine demand growth.

"This resilience is taking most observers by surprise," said Judah Levine, head of research at Freightos.

For container owners — when the CEO of the world's second-largest carrier says demand is real, not a spike, that's the kind of signal worth paying attention to. 📦🚢📈

Watch video: https://www.bloomberg.com/news/videos/2026-08-13/maersk-ceo-clerc-on-profit-lift-amid-global-bottlenecks-video

📌 Source: Sourcing Journal — August 2026
🔗 wwd.com/sourcing-journal/logistics/asia-us-east-coast-freight-rates-hit-2026-high-panama-canal-surcharges-1239125730
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co

"It's a New Baseline." Not Our Words — The Loadstar's.2026 marks the third consecutive year that peak season has arrived...
14/08/2026

"It's a New Baseline." Not Our Words — The Loadstar's.

2026 marks the third consecutive year that peak season has arrived early — and this time, industry analysts are calling it more than a temporary spike.

Early bookings, tariff-driven front-loading, and sustained demand are converging to create what The Loadstar describes as a Q4 mini-peak forming on top of an already-elevated market. Pre-pandemic, rates would climb through July, August, September, and taper by October. This year's pattern is different — elevated levels are holding, not just spiking and falling.

When analysts start calling elevated rates "the new baseline" instead of "the current spike" — that's a signal worth paying attention to.

For container owners — a new baseline doesn't reset. It compounds. 📦🚢📈

📌 Source: The Loadstar — July 28, 2026
🔗 theloadstar.com/early-peak-season-creates-q4-mini-peak-its-a-new-baseline
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
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China Imports Up 27.4%. That's Not a Disruption Story. That's a Demand Story.June containerized imports from China rose ...
12/08/2026

China Imports Up 27.4%. That's Not a Disruption Story. That's a Demand Story.

June containerized imports from China rose 27.4% year-over-year. Total US container imports hit 2.40 million TEU — up 8.2% from June 2025.

Far East to US West Coast rates rose 7% in a single week — and were 91% higher than a year earlier.

The Hormuz crisis explains part of the rate story. It doesn't explain this. Real cargo, real orders, real growth — arriving faster than anyone predicted for mid-2026.

For container owners — genuine demand growth is the kind of tailwind that doesn't disappear when a ceasefire is signed. 📦🚢📈

📌 Source: Southern Star Navigation — July 2026 Freight Update
🔗 southernstarnavigation.com/july-2026-freight-and-trade-updates
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
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The National Retail Federation just projected July 2026 US container imports at 2.47 million TEU — an all-time record.Im...
10/08/2026

The National Retail Federation just projected July 2026 US container imports at 2.47 million TEU — an all-time record.

Importers are front-loading ahead of an expected August tariff jump. Meanwhile, CMA CGM's $4,000 peak season surcharge kicked in July 10th. HMM added another $3,000 five days later. West Coast rates already past $7,000. East Coast past $8,600.

Carriers are also blanking six to eight transpacific sailings a week — deliberately keeping capacity tight even as demand shows early signs of topping out.

Record volume. Stacked surcharges. Controlled capacity. All three, at the same time.

For container owners — a record-breaking month is exactly the kind of month that pays. 📦🚢📈

📌 Source: US Shipping & Logistics News / NRF-Hackett Port Tracker — July 9, 2026
🔗 https://www.shippingcontainerdepot.com/us-shipping-logistics-news-july-9-2026/
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
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Subscribe to our Telegram - get 5% cash back
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10.9% of the World's Container Fleet Is Stuck in Traffic. Literally.Not at sea. Not in transit. Stuck in port queues.10....
07/08/2026

10.9% of the World's Container Fleet Is Stuck in Traffic. Literally.

Not at sea. Not in transit. Stuck in port queues.

10.9% of the entire global container fleet is currently tied up in congestion — the highest disruption level since 2022. Rotterdam and Antwerp are overwhelmed by vessel bunching. Hamburg is facing major rail delays and terminal blockages.

Front-loading from importers has completely exhausted booking space through early July, preventing any natural market correction.

When over 1 in 10 ships are stuck in queues instead of moving cargo — the boxes that are available become that much more valuable.

For container owners — congestion is doing exactly what scarcity always does to rates. 📦🚢📈

📌 Source: Global Ocean Freight Market Update — July 2026
🔗 yesstainless.com/global-ocean-freight-market-rate-rally-capacity-shortage-july-2026
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
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Subscribe to our Telegram - get 5% cash back
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Rates Just Passed $7,900. And It's Not Even About Hormuz Anymore.Container rates from Asia to the US East Coast just cro...
05/08/2026

Rates Just Passed $7,900. And It's Not Even About Hormuz Anymore.

Container rates from Asia to the US East Coast just crossed $7,900 per FEU. Asia to West Coast up 8% to $6,175.

Here's what's interesting — market attention is shifting away from the Strait of Hormuz. This surge is now being driven by robust peak season demand and genuine supply-and-demand tightening, not just geopolitical fear.

That matters. Fear-driven spikes fade when the crisis fades. Demand-driven spikes don't.

For container owners — the market just found a second engine. 📦🚢📈

📌 Source: FreightWaves — June 2026
🔗 freightwaves.com/news/hormuz-in-the-rearview-as-asia-us-ocean-container-rates-soar-past-7900
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
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Subscribe to our Telegram - get 5% cash back
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Q2 2026 returns came in at 7.27%.That brings year-to-date returns to 14.69%.-While freight rates are surging 276% above ...
03/08/2026

Q2 2026 returns came in at 7.27%.
That brings year-to-date returns to 14.69%.
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While freight rates are surging 276% above pre-crisis levels, ships are being attacked in the Strait of Hormuz, and global supply chains are being redrawn — your containers kept earning. Quietly. Consistently. Every single month.
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
-
Subscribe to our Telegram - get 5% cash back
T: https://t.me/buy_to_let

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