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Supply Chain Secrets · October 12 · 31 min

Transpacific Peaks, Demand Splits, Middle East Risks Mount

Transpacific rates appear to have peaked, Asia to North Europe keeps sliding toward a floor, and the risk picture across the Middle East is getting harder to plan around. In this episode, Lars Jensen and Rich Heath cover: Signs of a Transpacific peak, with USWC easing and USEC flattening, and the steady Asia to North Europe decline since July August demand data: Asia-Europe down 1.7% year on year while the Transpacific grew 10.8%, and why neither trade fits a simple weak or strong label Iranian attacks well beyond the Strait of Hormuz, Houthi strikes deep into Saudi Arabia, and what shippers can do when rerouting is out of their control Africa's import growth, OOCL's Q3 results, Asia to East Coast South America service changes, and El Niño risk at the Panama Canal

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Transpacific rates appear to have peaked, Asia to North Europe keeps sliding toward a floor, and the risk picture across the Middle East is getting harder to plan around.

In this episode, Lars Jensen and Rich Heath cover:

  • Signs of a Transpacific peak, with USWC easing and USEC flattening, and the steady Asia to North Europe decline since July
  • August demand data: Asia-Europe down 1.7% year on year while the Transpacific grew 10.8%, and why neither trade fits a simple weak or strong label
  • Iranian attacks well beyond the Strait of Hormuz, Houthi strikes deep into Saudi Arabia, and what shippers can do when rerouting is out of their control
  • Africa's import growth, OOCL's Q3 results, Asia to East Coast South America service changes, and El Niño risk at the Panama Canal

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