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Hormuz crisis could curb box shipping demand but no fallout yet

  • Transpacific rates, while rising, are not at high levels; SCFI Shanghai-US west coast index is at $2,552 per feu, up 8% vs last week
  • US imports in March were in line with the same month last year, at 2.35m teu; it was the fourth-best March on record
  • Asia-Europe spot rates rose following Chinese New Year, but peaked in mid-March, and are down single digits from recent highs

Mainline container shipping indexes remain in a normal range, with spot rates rising in the transpacific and edging down in Asia-Europe lanes

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