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European Container Shipping: Container quotes show declines w/w

发布日期: 2026-07-15研究机构: UBS Equities报告页数: 15原文语言: English证据页码: 1

研报英文原文证据摘录

European Container Shipping: Container quotes show declines w/w

Global Research

15 July 2026ab

European Container Shipping Equities

Europe Ex. UKContainer quotes show declines w/w

Marine Transport

Cristian Nedelcu, CFA

Ocean quotes are down w/w for departures over the next 7 days on the main Analyst

East-West routes cristian.nedelcu@ubs.com

Our quote collection this week shows rates are down w/w for departures over the next 7 +44-20-7568 4375

days, suggesting that we have passed the peak for ocean rates. This collection follows Samuel Goldstone

the ~4% w/w decline in the SCFI last week. Analyst

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

China-North Europe are down ~8% vs. quotes collected last week. Quotes on China- Robin Xu

North Europe are down ~4% vs. the latest SCFI. Linerlytica notes aggressive rate cuts by Analyst

S1460511010012Gemini carriers has caused other carriers to follow suit through to the end of July. They

bin.xu@ubs.com

highlight rates on Asia-Europe being offered between $4,500-$7,000/FEU vs. our

+86-21-3866 8872

average collection of ~$5,400/FEU.

Thomas Wadewitz

Analyst

ii. Quotes on China-Mediterranean for departures over the next 7 days are down ~6% thomas.wadewitz@ubs.com

vs. quotes collected last week. Quotes on China-Mediterranean are down ~3% vs. the +1-212-713 6116

latest SCFI.

Aaron Luo

iii. China-USWC quotes for departures over the next 7 days are down ~17% vs. quotes S1460520090002

collected last week. Quotes on China-USWC are down ~6% vs. the latest SCFI. aaron.luo@ubs.com

Linerlytica also highlights rate cuts on Asia-USWC, with the mid-July GRIs having been +86-21-3866 8887

written-off with further rate hikes pushed back into late July.

iv.

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