The Xeneta Ocean iXRT provides an overview of market movements, the key risks and issues to be aware of and insight on how these may develop in the coming weeks and months.
Topics covered in this iXRT Report include:
- Spot rates split: US East Coast rates break through USD 10,000 per FEU while Far East to Europe falls back - and the crisis spreads into the long-term contract market
- Chokepoint watch: Strait of Hormuz transits stuck in the teens since mid-July - one tenth of pre-war levels - with containership transits averaging one per day
- Middle East trade: volumes from Greater China rebound 25% year-on-year in June, but regional exports remain 39% down
- Global demand grows 5.2% in H1 2026 despite the crisis, led by China and Southeast Asia exports
- Schedule reliability: on-time arrivals hit 39% in May, the best reading since December 2023 - and why the recovery is fragile
- Market voices: the five themes dominating 151 conversations with shippers and forwarders over the past month
- Northern Sea Route: two carriers schedule Arctic sailings to North Europe this summer
- What should shippers do: practical actions for the weeks ahead
