Freight pricing is sending mixed signals.
Shanghai–New York reached $9,726/FEU.
Shanghai–Los Angeles reached $7,352/FEU.
But Shanghai–Rotterdam had fallen 19% since July.
Same industry.
Same container.
Very different pricing power.
Meanwhile, airlines are changing how they sell capacity.
They price more than the seat.
Could shipping do the same?
Here are 5️⃣ lessons: