Shipping - Global High Frequency Tracker: Shipping in Charts #111

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Shipping - Global High Frequency Tracker: Shipping in Charts #111

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Shipping - Global High Frequency Tracker

Shipping in Charts #111

Industry Overview

Tracking the high frequency shipping data 15 June 2026

This report contains our preferred charts to track shipping & supply chains. Container Equity

shipping spot rates are set to increase further into July helped by strong demand trends Global

(peak season, green energy & auto flows, lower US tariffs) and constrained supply. Shipping

Tanker rates are holding relatively firm despite lost demand from Hormuz closure, and Nathan Gee, CFA >>

rates look poised to spike on a Hormuz reopening. Booming Chinese auto exports are Research Analyst

driving strong car carrier time charter rates which grew +20% MoM showing more signs Merrill+65 6678Lynch0418(Singapore)

of a tightening market. Hormuz official transits remain low but checks suggest a rise in nathan.gee@bofa.com

stealth transits close to Oman not included in the official data. Ken Hoexter

Research Analyst

BofAS

+1 646 855 1498Container: Still more upside to spot rates ahead ken.hoexter@bofa.com

Port congestion is up to 9.9% of the fleet (+2ppt YoY & MoM) led by higher North Asia

Muneeba Kayani >>

congestion (fog & typhoon disruptions) and Europe (Rotterdam, Hamburg). US imports Research Analyst

are up 21% YoY in the past few weeks with US imports from China sharply rebounding MLI (UK)

+44 20 7996 5208

to +23% YoY in May 2026 on lower tariffs and easy Liberation Day comps, while Asia- muneeba.kayani@bofa.com

Europe April volumes at +12% YoY were led by green transition and auto parts cargos. Hiro Nakakura, CFA >>

We see no signs of a peak in the spot rates with rate quotes suggesting more upside on Research Analyst Merrill Lynch (Singapore)