Logistics/marine transport monthly trends (June 2026)

Research evidence excerpt

Logistics/marine transport monthly trends (June 2026)

8 July 2026

Figure 9. CCFI and container cargo movement trends

2,500 CCFI 4,000 SCFI

3,500

2,000 1,383 :average between Apr. 2026 and 03 Jul. 2026

YoY FY2025 +20.8% 3,000

2,500

1,500

2,000

1,000

500 500

Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar

FY2024 FY2025 FY2026 FY2024 FY2025 FY2026

2,000 CCFI China-WC North America Freight Index 4,000 CCFI China-Europe Freight Index

1,721 :average between Apr. 2026 and 03 Jul. 2026

YoY FY2025 +13.1%

1,040 :average between Apr. 2026 and 03 Jul. 2026 3,000

1,500 YoY FY2025 +20.8%

2,200 Asia/US 100 2,000 Asia/Europe 80

2,000 80 1,800 60

1,600

1,800 40

1,400

1,600 20 20

1,200

1,400 0

-20

1,200 -40 800 -20

1,000 -60 600 -40

2222222222222222222222222323232323232323232323232424242424242424242424242525252525252525252525252626262626 2222222222222222222222222323232323232323232323232424242424242424242424242525252525252525252525252626262626

JanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMay JanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMay

Lifting (000.TEU) YoY (%; RHS) Lifting (000.TEU) YoY (%; RHS)

Note: CCFI (China Containerized Freight Index) is a freight rate index for ships departing from China; SCFI (Shanghai Containerized Freight Index) is a freight rate

index for ships departing from Shanghai; container cargo movement figures are preliminary data.

Source: Mizuho Securities Equity Research, based on Clarksons Research and Japan Maritime Center

Logistics/marine transport monthly trends (June 2026) 7