Drewry’s World Container Index fell -3% WoW to $2,044 per 40ft container in early September 2025, marking the 13th consecutive weekly decline and reflecting diverging trends across trade lanes.

• Transpacific spot rates increased, with Shanghai–Los Angeles up +6% to $2,678/feu and Shanghai–New York up +2% to $3,743/feu, driven by carrier GRIs.

• Drewry noted these gains may not be sustained without further capacity cuts, especially with Golden Week holidays approaching.

• Asia–Europe routes weakened, as Shanghai–Rotterdam fell -10% to $2,143/feu and Shanghai–Genoa dropped -12% to $2,342/feu, pressured by oversupply from new vessel deliveries.

• Carriers are increasing blank sailings ahead of Golden Week, but Drewry still expects slight rate declines in the coming weeks.

• The broader outlook points to renewed weakness in 2H25, with risks tied to Trump’s tariff policy and possible U.S. penalties on Chinese ships.