Drewry’s World Container Index fell -6% WoW to $1,913 per 40ft container, marking the 14th straight weekly decline and highlighting continued weakness across major trade routes.

• Transpacific spot rates resumed their decline, with Shanghai–Los Angeles down -4% WoW to $2,561/feu and Shanghai–New York down -5% WoW to $3,571/feu, reversing the temporary gains from GRIs and blank sailings.

• Asia–Europe spot rates fell more sharply, with Shanghai–Rotterdam down -11% WoW to $1,910/feu and Shanghai–Genoa down -9% WoW to $2,131/feu, reflecting oversupply from new vessel deliveries amid softening demand.

• The recent alignment of Transpacific and Asia–Europe rates in a downward trajectory underscores the broad-based deterioration in container shipping markets.

• Carriers are implementing more blank sailings ahead of China’s Golden Week starting October 1, but Drewry expects rates to continue declining in the coming weeks.

• Drewry’s Container Forecaster sees further weakness in 2H25, with risks tied to Trump’s tariff policies and possible U.S. penalties on Chinese vessels, both of which could add volatility to rates.