Morning Minute | December 1, 2025
Overcapacity in the Trans-Pacific container trade lanes nullified November general rate increase plans, causing prices on Asia to US West Coast lanes to drop 32% last week to $1,900 per FEU. We discuss the latest data on falling East Coast rates and the continued emphasis on container shipping challenges, including the potential return of traffic to the Suez Canal route amid Red Sea tensions. Mexican truckers and farmers have begun removing highway and border blockades after reaching agreements with federal authorities to address concerns over escalating highway insecurity, rising cargo…
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