November 3, 2025
Over the past several months, the global ocean freight market has been on a roller coaster of rate fluctuations and operational challenges. However, as November begins, signs of steady recovery are emerging across major trade routes, offering a more optimistic outlook for shippers and logistics providers worldwide.
Industry analysts report that the Shanghai Containerized Freight Index (SCFI) and Drewry’s World Container Index have both indicated stable weekly averages for the first time since early Q2. This trend suggests that the wave of volatility triggered by geopolitical tension, fuel cost hikes, and seasonal surges is finally easing.
“We’re seeing carriers take a more disciplined approach to capacity deployment,” said a market observer from a major shipping consultancy. “Blank sailings have been reduced, vessel schedules are more predictable, and rate negotiations are becoming more transparent.”
Asia–US and Europe–Asia Routes Lead the Recovery
The Asia–US trade lanes, which had experienced rate surges of up to 25% earlier in the year, are now leveling off as importers adjust inventory levels after the peak season. Similarly, Europe–Asia and Trans-Pacific services are reporting improved vessel utilization rates, thanks to more balanced supply-demand dynamics.
Meanwhile, ports in China, Southeast Asia, and the U.S. West Coast have reported smoother container flows. Dwell times have decreased compared to the summer months, and equipment shortages are less severe than before.
Challenges Still Remain
Despite these positive signs, logistics experts warn that several factors could still disrupt the fragile equilibrium. Persistent Red Sea route instability, fluctuating bunker prices, and uncertainty in global trade policies remain critical risks. The possibility of localized labor strikes and weather disruptions could also influence rates in the coming months.
