
Container spot rates fell on major routes, with Asia–Rotterdam down 2% and transpacific New York down 3%, as carriers failed to sustain rate increases introduced on November 1. The return of services to Suez is releasing an estimated 600,000 TEU of capacity, while subdued seasonal demand also weighs on rates; renewed security risks could reverse the decline.
More available vessel capacity and softer demand put downward pressure on ocean freight costs for feed imports, although renewed Red Sea disruption could quickly tighten capacity and lift rates.
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.