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The flatlining of the pre-Chinese New Year shipping peak was in evidence in the past couple of weeks with falling spot rates. However, new analysis from Sea-Intelligence suggests the most recent decline is steeper than ever seen before.
Main insights for the first half of July 2025
The Eurasian landbridge has contributed to increased sustainable connectivity between the EU and China during the decade of the 2010s. Felicitously, this market-driven development preceded, and also complemented, major foreign economic policy announcements by China and the EU and reinforces their goal of increased connectivity. The resulting connectivity is likely to survive any bilateral political debacles because the economic foundation is strong