Xeneta said conflicts, trade policies and maritime chokepoint disruptions have repeatedly changed container-shipping expectations since 2024. It reported that Far East–US West Coast spot rates rose 343% between February and October 2026, while on-time container arrivals fell to 27% in the third quarter and Gulf port arrivals at Jebel Ali dropped sharply.
Disruptions and rerouting have tightened effective shipping capacity and raised freight costs, potentially increasing the delivered cost of feed and ingredients shipped on affected routes.
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.