Shipping & Logistics
Capacity rebound cannot stop the upward trend: The divergence logic of container freight rates on Asian export routes
Shipping capacity from Asia to the U.S. West Coast hits a historic high, yet spot freight rates still surge 253%; capacity from Asia to Europe recovers, with rates climbing to 142% of post-pandemic peaks. Geopolitical risks, peak-season demand, and shipping line strategies collectively support freight rates rising against the trend.