Container Shipping's Structural Reckoning: The 2026 Reset

Trans-Pacific rates down 21%, US imports falling 16.8%, and 2.8M TEU of new capacity arriving — container shipping faces its worst market since 2015-2016.

The Numbers Don't Lie: Trans-Pacific Trade Is Shrinking

Container shipping's most important trade corridor is experiencing a structural contraction that goes beyond seasonal fluctuation or cyclical correction. The Freightos Baltic Index for trans-Pacific westbound routes shows spot rates declining twenty-one percent since January to approximately $1,916 …