
According to Alphaliner, 63% of Far East to Europe container capacity was deployed on services using the Red Sea route during 15 September to 15 October 2026. Services with Red Sea transits covered 24 of 46 direct services, and carriers are gradually returning to Suez with mixed routings.
Mediterranean lanes show a faster return, at about 70% of capacity.
Carriers returning to the Suez route add vessel capacity on Asia-Europe lanes and shorten transit times, which pressures freight rates lower. The return is gradual, so the rate impact is likely to be modest and uneven across trades.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.