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Asia-Europe box trade imbalance grows ever wider as China’s exports surge

  • The Europe-Asia backhaul trade has slumped to one of its weakest points on record due to a widening structural imbalance between booming Asia-Europe headhaul volumes and shrinking eastbound cargoes
  • Freight rates have slumped, vessel utilisation continues to fall and service levels have deteriorated sharply
  • Since 2020, eastbound volumes have fallen 27%, while headhaul traffic has surged 26%, forcing ever increasing empty container repositioning

Eastbound sailings on the Asia-Europe trade are barely one-third full while rates are anchored at marginal cost or below

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