The Ocean Market Shifted in H1. Find Out What Comes Next. 

The Strait of Hormuz closed. Red Sea diversions continued.

The IEEPA tariffs were struck down — then replaced. Spot rates hit their lowest point since September 2020 on 27 February, then surged 34% in the months that followed.

H1 2026 didn't follow the October forecast. H2 won't be straightforward either. Xeneta's Chief Analysts break down exactly what the first half means for freight rates, fleet capacity, alliance reliability, and global demand — and where each is heading for the rest of the year. Download to uncover:

• What the fragile Hormuz ceasefire means for capacity and rates in H2
• Why fleet growth is outpacing demand — and why rates haven't fallen
• How Gemini, Ocean Alliance and Premier are performing where it matters
• Where shifting trade patterns are creating risk — and opportunity — on your lanes