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European Container Shipping: Container quotes show declines w/w
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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