{"id":6142,"date":"2026-09-18T14:38:10","date_gmt":"2026-09-18T11:38:10","guid":{"rendered":"https:\/\/mikhailinvest.com\/no-post-peak-relief-for-ocean-freight-as-capacity-tightens\/"},"modified":"2026-09-18T14:38:10","modified_gmt":"2026-09-18T11:38:10","slug":"no-post-peak-relief-for-ocean-freight-as-capacity-tightens","status":"publish","type":"post","link":"https:\/\/mikhailinvest.com\/zh\/no-post-peak-relief-for-ocean-freight-as-capacity-tightens\/","title":{"rendered":"No post-peak relief for ocean freight as capacity tightens"},"content":{"rendered":"
\".50602-pexels-paparazziratzfatzzi-38328537-1\"\n

Pexel<\/p>\n<\/div>\n

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

The expected post-peak easing in ocean freight rates has failed to materialise, with resilient US import demand, weather disruption and carrier capacity cuts keeping the market under pressure.<\/p>\n

According to analysis presented during Cargo Trans\u2019 latest FreightTea webinar, September US imports are expected to reach some 2.3m teu \u2013 approximately 10% above the same month last year.<\/p>\n

The strength of demand has extended this year\u2019s peak season, despite expectations just weeks earlier that the market was beginning to soften.<\/p>\n

\u201cWhen we last had this conversation on 30 July, we had every reason to believe that we were past the peak,\u201d said Bar\u0131\u015f Aytan, CargoTrans\u2019 director of client success and commercial operations.<\/p>\n

But the anticipated easing has not followed. Rates have remained elevated, after China-US west coast rates reached around $6,000 and east coast rates climbed above $9,000 during the peak.<\/p>\n

But the webinar highlighted capacity, rather than demand alone, as the key factor supporting rates.<\/p>\n

\u201cThe peak season has been extended; it hasn\u2019t ended,\u201d Mr Aytan said. \u201cThe demand is resilient.\u201d<\/p>\n

Three typhoons affecting Chinese ports in recent weeks have compounded the situation, with vessel delays around Shanghai reaching seven to 10 days. As of 12 September, 157 vessels were reportedly waiting to berth in Shanghai, with the resulting backlog potentially extending into October.<\/p>\n

At the same time, carriers are preparing for China\u2019s Golden Week holiday, with 78 blank sailings expected between weeks 38 and 43.<\/p>\n

The Pacific Southwest is expected to take the largest hit, with 29 blank sailings removing around 32% of capacity on the affected services.<\/p>\n

Geopolitical disruption is also influencing capacity decisions. Despite continued risks around the Red Sea, carriers are gradually returning to the route, encouraged by significantly higher freight rates.<\/p>\n

Mr Aytan noted that China-North Europe rates had risen from around $2,000 several months ago to almost $5,000 towards the end of July.<\/p>\n

\u201cThere is an appetite for risk right now,\u201d he said, adding that carriers can justify insurance premiums while seeking to capitalise on higher rates.<\/p>\n

However, the return of services should not be interpreted as evidence that Red Sea security risks have disappeared.<\/p>\n

\u201cThe situation there, the risk landscape there, is not any better than what it was two months ago,\u201d Mr Aytan said.<\/p>\n

Meanwhile, improving conditions at the Panama Canal could provide some additional capacity and help narrow the historical rate gap between US east and west coast services.<\/p>\n

The result is a market in which \u201ceffective capacity is actually the biggest story on the ocean trade\u201d \u2013 with demand still strong, but available capacity determining where rates go next.<\/p>\n

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

Pexel 18 September 2026 The expected post-peak easing in ocean freight rates has failed to materialise, with resilient US import demand, weather disruption and carrier capacity cuts keeping the market under pressure. According to analysis presented during Cargo Trans\u2019 latest FreightTea webinar, September US imports are expected to reach some 2.3m teu \u2013 approximately 10% […]<\/p>\n","protected":false},"author":280549882,"featured_media":6143,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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18 September 2026 The expected post-peak easing in ocean freight rates has failed to materialise, with resilient US import demand, weather disruption and carrier capacity cuts keeping the market under pressure. According to analysis presented during Cargo Trans\u2019 latest FreightTea webinar, September US imports are expected to reach some 2.3m teu \u2013 approximately 10%…","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/phf4fX-1B4","jetpack_featured_media_url":"https:\/\/mikhailinvest.com\/wp-content\/uploads\/2026\/09\/91890e2643a96714e9452452d1e8fab6-680x0-c-default-bl652v.jpg","_links":{"self":[{"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/posts\/6142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/users\/280549882"}],"replies":[{"embeddable":true,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/comments?post=6142"}],"version-history":[{"count":0,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/posts\/6142\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/media\/6143"}],"wp:attachment":[{"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/media?parent=6142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/categories?post=6142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mikhailinvest.com\/zh\/wp-json\/wp\/v2\/tags?post=6142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}