尽管现货价格下跌,由于船只短缺和红海混乱,全球航运率仍然很高。 Global shipping rates remain high due to vessel shortages and Red Sea disruptions, despite falling spot prices.

由于船只供应有限、承运人的合并以及红海的转移,全球集装箱航运正面临着降低的即期费率与高租船费率之间日益脱节的问题,高租船费率仍然高于2019年的水平,而200%的租船费率则高于2019年的水平。 Global container shipping is facing a growing disconnect between falling spot rates and high charter rates, which remain 200% above 2019 levels due to limited vessel availability, carrier consolidation, and Red Sea diversions. 对燃料效率高、符合环境要求的船舶的需求产生了“绿色溢价”,而承运商则在不确定的情况下获得长期租船合同。 Demand for fuel-efficient, environmentally compliant ships has created a "green premium," while carriers secure long-term charters amid uncertainty. 尽管由于最近的利率上,即时利率在10月初上了2%,但Drewry预计随着供应的赶上,2026年将下降16%. Although spot rates rose 2% in early October due to recent rate increases, Drewry forecasts a 16% decline in 2026 as supply catches up. 随着新船只进入服务区,苏伊士运河交通正常化,市场稳定可能会改善,但预计目前的不平衡状况将随着时间的推移而得到纠正。 Market stability may improve as new vessels enter service and Suez Canal traffic normalizes, but the current imbalance is expected to correct over time.