Shipping - Global High Frequency Tracker: Shipping in Charts #113

研报英文原文证据摘录

Shipping - Global High Frequency Tracker: Shipping in Charts #113

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Shipping - Global High Frequency Tracker

Shipping in Charts #113

Industry Overview

Tracking the high frequency shipping data 16 July 2026

This report contains our preferred charts to track shipping & supply chains. The Iran war Equity

re-escalation has driven a decline in Hormuz transits to 10-20% of normal in recent Global

days, while Red Sea transits remain unchanged for now despite new Houthi threats. Shipping

Container spot rate hikes in July have faltered given supply additions and lower European Nathan Gee, CFA >>

congestion and August checks suggest a sequential softening of bookings. Tanker rates Research Analyst

have come under renewed pressure given Hormuz disruptions and soft Chinese import Merrill+65 6678Lynch0418(Singapore)

demand. And car carrier continues to show signs of passing the worst with time charter nathan.gee@bofa.com

rates up another +5-10% MoM in June 2026 on strong Chinese demand. Ken Hoexter

Research Analyst

BofAS

+1 646 855 1498Hormuz transits dip on Iran war re-escalation

ken.hoexter@bofa.com

Hormuz transits have dipped to 10-20% of normal given the re-escalating conflict with

Muneeba Kayani >>

ships in the Oman corridor coming under attack. Red Sea transits are up +50% YoY to Research Analyst

around half of normal levels despite renewed Houthi threats. But container shipping Red MLI (UK)

+44 20 7996 5208

Sea transits are still lagging at 20% of normal despite Maersk working on a return. muneeba.kayani@bofa.com

Hiro Nakakura, CFA >>

Research AnalystContainer: Spot rate hikes faltering in July Merrill Lynch (Singapore)

Spot rate hikes in July have failed given new supply additions and easing European hiro.nakakura@bofa.com