Ti：2026年 Q2海运运价追踪报告（英文版）（17页）.pdf

1、Ocean Freight Rate Tracker Q2 2026Ocean Freight Rate Tracker Q2 20262Q2 2026 has crystallized a familiar picture of global trade:volatility remains the defining constant.Across major lanes,structural oversupply,fragile demand,and policy-driven uncertainty continue to exert pressure in different ways

2、.Temporary rate increases are tied more to geopolitical events and carrier intervention than durable recovery,leaving the industry caught between a flood of new capacity and glimmers of economic improvement.Global merchandise trade growth remains weak,with 2026 growth projections forecast at 1.9%.US

3、 consumer confidence fell to record lows in April,and the anticipated pre-Chinese New Year surge failed to materialise as importers held off on restocking.As reported by Maersk,global container demand is estimated to have expanded between 3%and 5%year-on-year in Q1 2026,though momentum has softened

4、entering Q2 as geopolitical disruptions weigh on trade flows.The Transpacific shows persistent weakness,with North America container imports remaining slightly negative year-on-year in Q1,though volatility continues as policy sensitivities drive uneven demand patterns.Asia-Europe flows proved more r

5、esilient in Q1 with stronger import growth,yet underlying European consumption remains subdued as the region continues economic adjustments.Transatlantic container trade in Q1 2026 showed stability following a Greenland agreement at Davos that averted threatened US tariffs,with rates remaining at lo

6、w levels and capacity widely available despite earlier threats of punitive US tariffs on European countries.However,operational bottlenecks at key European ports such as Rotterdam and Antwerp caused longer container dwell times and increased demurrage risk.The lane remains sensitive to policy uncert