Drewry’s World Container Index slipped -1% WoW to $2,104 per 40ft container in early September 2025, stabilizing after 11 consecutive weeks of decline.

• Transpacific spot rates rose sharply, with Shanghai–Los Angeles up +8% to $2,522/feu and Shanghai–New York up +12% to $3,677/feu, supported by carrier GRIs.

• Asia–Europe routes weakened, as Shanghai–Rotterdam fell -10% to $2,385/feu and Shanghai–Genoa dropped -7% to $2,653/feu, reflecting vessel oversupply despite strong demand and port delays.

• The mixed movements left the overall index stable, with upward pressure from transpacific gains offset by declines on Europe-bound routes.

• Drewry expects near-term stability, but sees a renewed weakening of the supply-demand balance in 2H25, with further downside risks from tariffs and potential U.S. penalties on Chinese ships.