在2025年第40周,全球航运率在贸易转变、关税和地缘政治紧张局势下下降。
Global shipping rates fell in Week 40, 2025, amid trade shifts, tariffs, and geopolitical tensions.
在2025年第40周,全球主要贸易路线的集装箱航运费率下降,亚洲至美国的主要航道下降至683美元,其驱动因素是贸易动态的变化和美国即将对与中国有联系的船只征收的关税。
In Week 40 of 2025, global container shipping rates declined across major trade routes, with drops up to $683 on key Asia-to-U.S. lanes, driven by shifting trade dynamics and upcoming U.S. tariffs on Chinese-linked vessels.
与此同时,油轮市场出现好坏参半的结果,由于库尔德石油流动增加供应,以及红海的中断刺激了燃料需求,VLCC税率下降。
Meanwhile, the tanker market saw mixed results, with VLCC rates softening due to increased supply from Kurdish oil flows and Red Sea disruptions boosting fuel demand.
影子船队的扩张和地缘政治紧张增加了压力,而APM Lazaro Cardenas码头的港口效率则有所提高。
The shadow fleet’s expansion and geopolitical tensions added pressure, while port efficiency improved at APM Terminals Lazaro Cardenas.
尽管市场动荡不定,但海运贸易在2024年增长了5.9%,并购活动激增,特别是在集装箱航运和港口物流方面,因为公司适应了去碳化和贸易政策转变。
Despite market volatility, seaborne trade grew 5.9% in 2024, and M&A activity surged, especially in container shipping and port logistics, as companies adapt to decarbonization and trade policy shifts.