The demand for global container ship capacity has risen sharply, and the Shanghai Export Container Freight Index (SCFI) has been in the market for three consecutive weeks**, and container shipping companies are considering further increases in freight rates in January next year.
According to the latest data released by the Shanghai Aviation Exchange on December 15, the SCFI index continued to **61 last week31 o'clock to 109352 points, the weekly gain extended to 593%, the four major ocean routes are comprehensive, and the European freight rate is back to more than 1,000 US dollars.
Last week, the freight rate per FEU from the Far East to the West of the United States was $150 to $1,819, a weekly increase of 9%.The freight rate per FEU from the Far East to the United States is $364 to $2,805, an increase of 1491%。
The freight rate per TEU from the Far East to Europe is $104 to $1029, a weekly increase of 1124%；The freight rate per TEU from the Far East to the Mediterranean line is $182 to $1,569, a weekly increase of 1312%。On the near-ocean line, the freight rates per TEU from the Far East to Kansai and Kanto are 2 US dollars compared with the previous week, 299 US dollars and 307 US dollars respectivelyFar East to Southeast Asia per TEU freight rate**2 US dollars to 200 US dollars;The freight rate per TEU from the Far East to South Korea was unchanged from the previous week, at $137.
Industry analysis pointed out that the world's two most important waterways, Panama and the Suez Canal, have recently fallen into crisis, and the Panama Canal is facing the largest drought since 1950, which has a more serious impact on the container shipping market than expected. The container shipping market, which was originally worried about too much new capacity, has seen new changes again, and the freight rate of the US East Line has been supported and started**. If the drought problem does not ease next year, there may be a risk of shortage of container ships. On the other hand, the lack of Christmas inventory in Europe and the United States has set off a tide of goods, pushing the Far East to usher in a wave of shipments. At the same time, container shipping companies are still strictly controlling capacity and reducing the supply of shipping space. According to the data, after deducting the blank flights that do not carry cargo to the port, the container shipping company has reduced the idle fleet by more than 300 ships, and the capacity has exceeded 1 million TEU to reach 1.18 million TEU. Due to the sharp increase in capacity demand, including Mediterranean Shipping, CMA CGM, COSCO Shipping Group, Hapag-Lloyd, Ocean Network Shipping (ONE), Evergreen Shipping, six of the world's top ten container shipping companies have urgently announced that they will increase the North American freight rate from January next year, the increase may be as high as 30%, and it is expected that the first rally may continue after the Spring Festival. In addition, Yang Ming plans to impose an additional Integrated Rate Surcharge (GRI). According to statistics, at present, the freight rate increase of the US East Route is relatively large, and the US West Route is relatively modest. Among them, COSCO Shipping Group expects the freight rate per FEU on the US West Route to be US$330 to US$2,000, and the US East Line per FEU freight rate to increase by US$760 to US$3,500ONE's U.S. West Line rose less, with a freight rate of $60 per FEU. The industry pointed out that the container shipping giants have successively raised freight rates, indicating that the market structure is changing, and the probability of a smooth increase in freight rates in January next year is quite high.