2025-06-11-Jefferies-航运日报-跨太平洋地区进一步疲软迹象_欧洲地区则较为坚挺_12页_588kb

Transpacific freight rates are experiencing softening from their recent highs in this report, primarily due to a moderation in spot booking activity and increased VLCC capacity availability following liner fleet repositioning. This easing is expected to continue, with rates potentially declining to between $4,000/feu and $5,000/feu in the near term, as capacity adjustments take effect over the next six weeks. Concomitantly, the Asia-Europe routes are gaining strength, with spot rates rising above $3,500/feu, narrowing the gap from previous divergence. Overall market trends reflect resilience in some segments, but broader softness is evident, supported by data on various vessel types and regional price changes.