European Container Shipping "Container quotes show further increases w/w..."

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European Container Shipping "Container quotes show further increases w/w..."

Global Research

20 May 2026ab

European Container Shipping Equities

Europe Ex. UKContainer quotes show further increases 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 continued rate increases w/w for departures over +44-20-7568 4375

the next 7 days following the ~10% w/w increase in the SCFI last week. The current Samuel Goldstone

futures rates for July and August stand ~50-60% above the latest SCFI levels which in Associate Analyst

our view represents a very optimistic scenario considering the persistently high oil prices samuel.goldstone@ubs.com

that leaves uncertainty for H2 demand. +44-20-7567 0338

Robin Xu

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

S1460511010012China-North Europe are up ~4% vs. quotes collected last week. Quotes on China-North

bin.xu@ubs.com

Europe are flat vs. the latest SCFI.

+86-21-3866 8872

Thomas Wadewitz

ii. Quotes on China-Mediterranean for departures over the next 7 days are up ~6% vs. Analyst

quotes collected last week. Quotes on China-Mediterranean are up ~4% vs. the latest thomas.wadewitz@ubs.com

SCFI. Linerlytica notes that rates are stronger on China-Mediterranean vs. China-Europe, +1-212-713 6116

with very high demand on this lane.

Aaron Luo

Analyst

iii. China-USWC quotes for departures over the next 7 days are up ~9% vs. quotes S1460520090002

collected last week. Quotes on China-USWC are up ~13% vs. the latest SCFI. There have aaron.luo@ubs.com

been several reports of extra loaders added on China-US West Coast, with Linerlytica +86-21-3866 8887