After the holiday, the shipment situation failed to meet market expectations. Many shipping companies, such as shipping giant MSC, have recently verbally informed freight forwarders that they will maintain the current American freight rate quotation until April 14. The industry believes that MSC, as the world's largest shipping company with a market share of nearly 20%, obviously hopes to improve the loading rate and seize the supply of goods through this move.
In the case that MSC and other shipping companies clearly stated that they would not raise prices, the follow-up dynamics of other shipping companies became the focus of market attention.
According to people in the freight forwarding industry, although the cargo volume of the American line has increased after the year, the problem of oversupply of transportation capacity still exists, and shipping companies can only act cautiously. The freight rate not only needs to consider the acceptance of the owner, but also needs the tacit cooperation of all parties in the industry. Once a shipping company adopts the strategy of bargaining for goods, the freight rate may be loose.
The shipping industry originally expected that the resumption of shipment after the traditional year would bring a wave of shipment effect, and the freight rate would rise at the end of March and the end of the first quarter. However, this expectation did not come true, and the price increase plan in March finally fell through. Now, the market has turned its attention to April. In April last year, the freight rate rose slightly. It is understood that companies such as MSC and Evergreen have reported plans to increase by $2,000 per 40-foot container on April 1, while companies such as Yangming reported an increase of $1,000.
However, because the current freight rate is at a relatively high level compared with the same period of last year, it is more difficult to further increase. According to the quotations of many freight forwarders, the freight rate per 40-foot container on the west line of the United States this week is about 3000-3200 dollars. Nevertheless, another shipping giant Maersk's offer at the end of March has been reduced to $2,800, with the condition of canceling the fee of $200, which shows that the freight rate of the US-Spain route is guarding the $3,000 mark.
The industry generally believes that although the market has fully resumed work, inflation in Europe and the United States has not dropped significantly, and interest rates are still high, which continues to affect consumption power.
At present, the market volume is not enough to support the freight rate, which leads to a downward trend in the freight rate after the year.
Judging from the current market situation, I am afraid it is still difficult to change this situation in the first half of April. It is estimated that the freight rate is likely to be flat or slightly revised, and the rebound of market demand will become the key factor to determine the freight rate trend.
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