2026 Freight Market Outlook: Container Rates, Capacity, and Strategy
Container shipping enters 2026 with normalized rates but elevated uncertainty. Here's what importers need to know about rate trends, capacity dynamics, and strategic positioning for the year ahead.
Key Insights:
- •Spot rates have stabilized 40-60% below 2021-2022 peaks but remain above pre-pandemic levels
- •New vessel deliveries are adding 8-10% capacity, pressuring contract negotiations
- •Red Sea diversions continue impacting Asia-Europe transit times and costs