Analysts call November carrier rate hikes 'doomed' as spot rates fall

· Logistics

Container spot rates on the transpacific eastbound trade recorded their steepest one-week fall since June 2025 as this year's protracted peak season ended, according to Drewry's World Container Index. The Shanghai-Los Angeles spot rate declined 6% week on week to end at $7,514 per FEU. With demand going flat, analysts described carriers' planned November rate increases as doomed. The slide marks a turn from a peak season that ran unusually long, and it sets up a test of how much of the planned general rate increases shipping lines can hold on the main Asia-US route.

Why it matters：A weakening transpacific spot market decides whether carriers can hold rate increases, directly shaping margins into the next contract season.

Key points

  • Shanghai-Los Angeles spot rate fell 6% week on week to $7,514 per FEU
  • Steepest weekly decline since June 2025
  • Analysts doubt carriers can push through November rate hikes

Sources (original reporting)

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