The May 1 surcharge wave bifurcated container freight.
Trans-Pacific rates surged +21 per cent MoM as MSC, CMA CGM and ZIM stacked $2,000+ in surcharges per FEU; Asia–Europe softened 10–15 per cent under Cape-routing capacity rotation.
The implied USEC–N Europe spread now sits at $1,345/FEU, a 50 per cent plus premium that inverts lane economics and adds $0.04–0.10 per US-bound garment.
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