Why Are US Rates Rising While Europe Falls?

One container market. Two very different freight cycles.

The global freight index looks almost flat.

But underneath it, the market is splitting.

• Shanghai–New York is now $4,863/TEU.

• Shanghai–Rotterdam is down to $1,999/TEU.

US rates are rising.

Europe rates are falling.

Yet both markets are moving serious cargo.

That matters for contracts, margins and capacity decisions.

So why are the two biggest trades moving apart?

Here are 5️⃣ signals behind the split:

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1️⃣ US demand refused to fade