Can This Freight Rate Rally Last?

Rates are rising. The harder question is whether the strength can last.

Freight rates are rising again.

But the useful question is not only why.

It is what to do with the signal.

• Shanghai–US W. Coast rates have doubled to about $2,280/TEU.

• Shanghai–Europe rates are up over 50% to about $3,850/TEU.

• Asia–N. Europe spot rates are at their highest level since Sept’24.

So yes, the rally is real.

But is it durable?

That depends on 4️⃣ signals.