{"id":2545,"date":"2026-06-01T15:23:52","date_gmt":"2026-06-01T12:23:52","guid":{"rendered":"https:\/\/mikhailinvest.com\/carriers-back-to-price-gouging-on-ocean-trades-they-cant-help-themselves\/"},"modified":"2026-06-01T15:23:52","modified_gmt":"2026-06-01T12:23:52","slug":"carriers-back-to-price-gouging-on-ocean-trades-they-cant-help-themselves","status":"publish","type":"post","link":"https:\/\/mikhailinvest.com\/ru\/carriers-back-to-price-gouging-on-ocean-trades-they-cant-help-themselves\/","title":{"rendered":"\u041f\u0435\u0440\u0435\u0432\u043e\u0437\u0447\u0438\u043a\u0438 \u0441\u043d\u043e\u0432\u0430 \u043d\u0430\u0447\u0430\u043b\u0438 \u2018\u0437\u0430\u0432\u044b\u0448\u0430\u0442\u044c \u0446\u0435\u043d\u044b\u2019 \u043d\u0430 \u043c\u043e\u0440\u0441\u043a\u0438\u0445 \u043f\u0435\u0440\u0435\u0432\u043e\u0437\u043a\u0430\u0445 \u2013 \u2018\u043e\u043d\u0438 \u043d\u0438\u0447\u0435\u0433\u043e \u043d\u0435 \u043c\u043e\u0433\u0443\u0442 \u0441 \u044d\u0442\u0438\u043c \u043f\u043e\u0434\u0435\u043b\u0430\u0442\u044c\u2019.\u2019"},"content":{"rendered":"
\"dreamstime_xs_218662813\n

Photo: \u00a9
\nZimu Liu, Dreamstime.com<\/p>\n<\/div>\n

\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t

Asia-Europe shippers on long-term contracts are beginning to feel the effects of an early peak season,<\/a> with allocations under threat due to strong spot market demand and carriers demanding high premiums to carry non-contracted cargo.<\/p>\n

\u201cWe\u2019re definitely seeing the market hit a peak; carriers are taking the opportunity to hike rates and I\u2019ve heard from other BCOs that their allocations are being cut,\u201d one shipper told The Loadstar<\/em> today, adding that with fuel prices expected to rise as the US\/Israel-Iran conflict continued.<\/p>\n

\u201cAs well as the obvious rate hikes, Chinese factories are pushing for importers to take goods earlier to avoid higher production costs due to the fuel and inflation \u2013 another layer as to why the peak is here earlier,\u201d he said.<\/p>\n

Meanwhile, the ocean freight manager at one major European retailer claimed recent carrier behaviour towards long-term customers had become \u201cunacceptable\u201d.<\/p>\n

\u201cThe carriers have, basically, returned to their normal behaviour, which is how they can squeeze as much out of this as possible.<\/p>\n

\u201cPotentially, this is an early peak season \u2013 we\u2019ve got very high bookings at the moment, although we\u2019re not sure how long that\u2019s going to go on.<\/p>\n

\u201cWe\u2019ve gone out to the carriers to see how they could help, and some of them basically said \u2018you\u2019ve taken your allocation, if you want more, then you have to pay for it \u2013 and here\u2019s a premium rate\u2019.<\/p>\n

\u201cIt\u2019s just standard behaviour from them, and if this [Gulf] peace deal gets done, which I hope it does, then in four months\u2019 time things will quieten down, and the carriers will be begging for our volume; and I am basically going to give it really hard to them.<\/p>\n

He added that one carrier had unilaterally reduced his allocation during one recent week, by 10%.<\/p>\n

\u201cFrom a behavioural standpoint, it is completely grim \u2013 we\u2019ve had major meetings at very senior levels and told them that that type of behaviour is absolutely unacceptable. Well, they\u2019ve just done it again,\u201d he said.<\/p>\n

Peter Sand, chief analyst at freight rate benchmarking platform Xeneta, said many shippers that had been tempted to delay signing contracts due to the uncertainty created by the conflict, now faced rapidly escalating short-term costs.<\/p>\n

\u201cIt\u2019s time to face reality \u2013 this crisis has gone on too long, the freight rate spikes are too severe, and the geopolitical situation remains too volatile for shippers to recover the financial damage in the second half of the year,\u201d he said.<\/p>\n

\u201cThe question is, what can shippers do now to limit the full-year impact on budgets which have, once again, been blown apart by geopolitical conflict.\u201d<\/p>\n

According to Xeneta data for the start of June, average spot rates on the transpacific into US west coast are \u201cset to exceed 80% above pre-Middle East conflict levels\u201d, with the Far East-US east coast, Far East-North Europe and Far East-Mediterranean trades expecting \u201cspot rate increases of +70%, +44% and +40%, respectively, compared with the end of February\u201d.<\/p>\n

\u201cThose shippers that delayed locking into new long-term contracts in the hope the spot market eases as new supply chain networks are set up in the Middle East, cannot kick the can down the road forever.<\/p>\n

\u201cIf they blink first and lock into a long-term rate now, they could limit the damage in the second half of the year, even though they may be paying more than they budgeted for. Continuing to play on the spot market could be costly, given rates are still on an upward trajectory during a traditionally slack time of year,\u201d Mr Sand said.<\/p>\n

However, with some carriers refusing to honour allocations, the European retailer\u2019s contracts have been unable to protect him from further hikes as the peak season fully gets under way.<\/p>\n

\u201cThe fact is, any additional volume is at premium rate. Now, the premium rate is not utterly ridiculous, but it is $500-$1,000 more per box, and that\u2019s painful.<\/p>\n

\u201cAnd it is price-gouging; they just can\u2019t help themselves,\u201d he added.<\/p>\n

And Mr Sand cautioned: \u201cThere is no hiding place from this market turmoil.<\/p>\n

\u201cCarriers entered the year facing a potential market collapse as services return to the Red Sea, but have ultimately found themselves able to charge higher and higher rates to shippers across the market willing to pay a premium to protect supply chains against global uncertainty,\u201d he added.<\/p>\n

\u00a0<\/p>","protected":false},"excerpt":{"rendered":"

Photo: \u00a9 Zimu Liu, Dreamstime.com 01\/06\/2026 Asia-Europe shippers on long-term contracts are beginning to feel the effects of an early peak season, with allocations under threat due to strong spot market demand and carriers demanding high premiums to carry non-contracted cargo. \u201cWe\u2019re definitely seeing the market hit a peak; carriers are taking the opportunity to 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\u00a9 Zimu Liu, Dreamstime.com 01\/06\/2026 Asia-Europe shippers on long-term contracts are beginning to feel the effects of an early peak season, with allocations under threat due to strong spot market demand and carriers demanding high premiums to carry non-contracted cargo. \u201cWe\u2019re definitely seeing the market hit a peak; carriers are taking the opportunity 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