Henning Harders February Newsletter

Henning Harders February Newsletter

Sea Freight Market Update

The commencement of the off-peak season, often referred to as the “slack season,” has adversely

affected trade this month, leading to weaker than anticipated booking forecasts.

Due to the earlier-than-usual Chinese New Year holiday, factories have only recently returned to full

operational capacity. Consequently, demand has taken a notable downturn, leading to a widespread

feeling of uncertainty and low confidence within the Northeast Asia to Australia trade.

Plans to increase freight rates, which were initially scheduled to take effect on March 1st, are now deemed

less likely to succeed, especially considering emerging news regarding enhanced vessel capacity.

In response to these market conditions, shipping lines have instead reduced freight rates to mid three-digit

figures after a prolonged period of maintaining four-digit rates.

It is important to recognize that the market dynamics are heavily influenced by imbalances between

supply and demand.

Shipping lines have demonstrated...


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