Drewry’s market report points out that, in response to market disruptions and freight rate fluctuations, global container shipping companies are adjusting the number of blank sailings on major east-west trade routes.
The number of blank sailings will be reduced by 24% in June and will see a significant decrease of 55% in July.
It is reported that, from June 9th to July 23rd, a total of 58 sailings on major east-west trade routes—including the Trans-Pacific, Trans-Atlantic, and Asia-North Europe & Mediterranean routes—have been cancelled.
The total number of cancellations accounts for 8% of the 709 scheduled sailings. Of these, approximately 47% are on the eastbound Trans-Pacific route, 29% on Asia-North Europe & Mediterranean routes,
and 24% on the westbound Trans-Atlantic route.
According to Drewry, global port congestion continues to impact supply chains. Last week in Europe, the waiting time to berth at the Port of Rotterdam reached up to 23 hours, while at the Port of Antwerp,
it was as high as 41 hours. Delays are also worsening in Shanghai, Singapore, and Port Klang, with transshipment congestion in Singapore particularly prominent.
Major U.S. gateway ports such as Los Angeles and New York remain congested, resulting in longer vessel transit times and delays in inland transport networks.
Analysis indicates that there has been a surge in early shipments on the China-US trade routes, as shippers rush to move cargo ahead of possible policy changes on August 14.
This spike in demand is putting additional pressure on Trans-Pacific routes and accelerating freight rate increases. In response, carriers have significantly reduced the number of blank sailings.
Between May and June, blank sailings on the US East Coast decreased by 52% (from 23 to 11 sailings), while those on the West Coast decreased by 28% (from 33 to 24 sailings).
As for sea freight rates, the General Rate Increases (GRIs) implemented on the first of this month have further fueled rate hikes. Drewry’s World Container Index (WCI) composite index has soared by 41% from the previous period,
reaching $3,527 per FEU. Rates on the Trans-Pacific route have increased by 46%, rates on Asia-Europe/Mediterranean routes have risen by 36%,
and Trans-Atlantic rates have seen a slight rise of 2%. Further rate increases are expected in mid-June.
德魯里(Drewry)市場報告指出，全球貨櫃船公司因應市場干擾因素和運價波動，東西向主幹航線停航班次進行調整，本(六)月將減少24%，至七月則將大幅減少55%。
據稱，從本月九日至七月23日，主要的東西向主航線-跨太平洋、跨大西洋以及亞洲-北歐和地中海航線業經宣佈58個航次取消，取消航次總數佔計畫709個航次的8％
，其中約47％將在跨太平洋東向航線上，29％在亞洲-北歐和地中海航線上，24％在跨大西洋西向航線上。
德魯里表示，全球港口擁堵持續衝擊供應鏈，上週在歐洲，鹿特丹港等待靠泊的時間長達23小時，安特衛普港則高達41小時，上海、新加坡和巴生港的延誤也在加劇
，其中新加坡的中轉擁堵問題尤為突顯。美國門戶港如洛杉磯和紐約仍處於擁堵狀態，導致船舶運輸時間延、內陸運輸網路也受到延滯。
分析指出，中美貿易航線的提前出貨量激增，託運人正趕在八月14日可能的政策變化前搶運貨物，這波需求高峰給跨太平洋航線帶來進一步的壓力，並加速運價上漲。
承運人因應大幅削減空班數量。五月至六月間，美國東岸空班已減少了52%（從23班降至11班），西岸減少28%（從33班降至24班）。
在海運運價方面，本月一日實施的綜合費率上漲（GRIs）加劇運價上漲。Drewry的世界貨櫃運價指數（WCI）綜合指數較前期飆升41%，達到3527美元/FEU。其中跨太平洋航線運價上漲46%，亞洲-歐洲/地中海航線運價上漲36%，
而跨大西洋航線則小幅上漲2%，本月中旬還將有進一步調漲。
Information source:中華日報航運版20250612
