European Container Shipping "Container quotes up meaningfully w/w" Nedelcu

研报英文原文证据摘录

European Container Shipping "Container quotes up meaningfully w/w" Nedelcu

Global Research

13 May 2026ab

European Container Shipping Equities

Europe Ex. UKContainer quotes up meaningfully w/w

Marine Transport

Cristian Nedelcu, CFA

Ocean quotes are up w/w for departures over the next 7 days for the main East- Analyst

West routes cristian.nedelcu@ubs.com

Our quote collection this week shows solid increase in rates w/w for departures over the +44-20-7568 4375

next 7 days. We note during the Hapag-Lloyd Q1 analyst call, management highlighted Samuel Goldstone

strong demand on Asia-Europe with no deterioration to demand so far in the context of Associate Analyst

persistently higher oil prices. samuel.goldstone@ubs.com

+44-20-7567 0338

i. On data we extracted today, looking at the next 7 days' departures, we note quotes on Robin Xu

China-North Europe are up ~14% vs. quotes collected last week. Quotes on China- Analyst

S1460511010012North Europe are up ~15% vs. the latest SCFI. Linerlytica notes that carriers are quoting

bin.xu@ubs.com

higher rates on Asia-Europe for the second half of May between $2,800/FEU and

+86-21-3866 8872

$3,200/FEU vs. our average collection of c.$3,000/FEU.

Thomas Wadewitz

Analyst

ii. Quotes on China-Mediterranean for departures over the next 7 days are up ~32% vs. thomas.wadewitz@ubs.com

quotes collected last week. Quotes on China-Mediterranean are up ~30% vs. the latest +1-212-713 6116

SCFI.

Aaron Luo

iii. China-USWC quotes for departures over the next 7 days are up ~18% vs. quotes S1460520090002

collected last week. Quotes on China-USWC are up ~14% vs. the latest SCFI. Linerlytica aaron.luo@ubs.com

notes continued upwards pressure on transpacific rates, with spot rates above $2,800/ +86-21-3866 8887

FEU vs. our average collection of c.$3,200/FEU.