全球航运：周报 – SCFI周环比+4.7%，由跨太平洋航线领涨，WCI周环比-3%

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31 Jul 2026 13:38:20 ET │ 24 pages

Global Shipping

Weekly – SCFI +4.7% WoW led by Transpac, WCI -3% WoW

CITI'S TAKE

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Weekly - We see capacity growth of +7% YoY in August (vs +8% in July).

Meanwhile, Clive air freight rates growth is at +26% YoY in July (vs. +31% YoY

in June).

Container freight rates this week: SCFI is +4.7% WoW (+141% since war started),

Shanghai-Europe is -4% WoW and Shanghai-WC/EC is +13%/+13%. WCI -3% WoW.

WCI for Shanghai-LA and Shanghai-NY are -2%/0% WoW, while WCI ShanghaiRotterdam and Rotterdam-NY are -3%/+3% WoW.

The overall capacity growth is +7% YoY in August, while the capacity growth into

US is +1% and the capacity growth into Europe is +16%.

Kaseedit Choonnawat AC

Chloe Fu AC

Arthur Truslove

Ariel Rosa

Cancelled sailings is at 7.9% this week (vs 8.0% last week, and 5.9% in prior year).

Idling rate is at 2.1% by TEU this week (vs 1.8% last week), with ten-year average at

2.7% by TEU.

Eric Lau

Schedule reliability increased to 64.7% in May, up vs 62.4% previous month.

Samuel Seow, CFA

Jate Jaturanpinyo