Pre-Chinese New Year demand propels container spot rates higher
- Asia-Mediterranean route remains the star performer, with rates more than doubling since late September and early October
- Asia-North Europe rates are up 70%-80% from autumn lows
- Transpacific rates are also rising, but carriers have had a harder time sustaining gains; outlook hinges on 2026 tariff impact on US demand
The year has begun for container lines where 2025 left off: with positive momentum and rising spot rates. Seasonality should provide a few more weeks of support
