On the main East–West routes, only twenty-four blank sailings are expected over the next five weeks, between week 27 (June 29 to July 5) and week 31 (July 27 to August 2). This represents a cancellation rate of just 3 percent, with 97% of scheduled services still expected to operate, according to consultancy Drewry.
According to the analysis, most disruptions are concentrated in eastbound transpacific trade, which accounts for 63 percent of cancellations, followed by Asia–Europe and Asia–Mediterranean with 29 percent, while the Transatlantic remains relatively stable at 8 percent. Gemini Cooperation and MSC continue to show strong adherence to their schedules.
The operating environment shows signs of improvement, with supply conditions beginning to stabilize. However, the combination of robust cargo demand, front-loading of shipments, and limited vessel availability continues to support rates on the main routes.
As of June 25, Drewry’s World Container Index rose 5% week on week, reaching USD 4,166 per 40-foot container, its highest level since September 2024. Transpacific rates increased eight percent, Asia–Northern Europe and Mediterranean rates advanced one percent, and transatlantic rates grew three percent.
For shippers, the improvement in navigation conditions in the Strait of Hormuz and the gradual increase in capacity will not translate into immediate relief in freight costs. High demand keeps vessel space tight and rates firm during the peak season, pointing to a scenario of volatile prices in the short term.
