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The Red Sea crisis has not been solved, but European ports have fallen into a wave of strikes! How long will the container shipping line be strong?

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2024-06-24 18:38:26
Gold Ten Futures June 24th news, supported by strong transportation demand and congestion in transshipment centers exacerbating the tight supply of capacity, the container shipping market has a strong bullish atmosphere. Today, the container shipping European line continues to rise strongly. The main EC2408 contract has reached a new high since listing. The price difference repair superimposed on the geographical impact of the ship's detour duration has been extended, boosting the forward month contract's increase even more significantly. Under the influence of the fundamentals of tight capacity and cargo volume support in the short-term shipping market, freight rates have a certain support. With the continuous rise in freight prices, the operation center of the underlying index has moved up, and the strategy has maintained a biased approach. < br > It is understood that the current shipowners are performing well to the customers of the Long Association, and there is no situation of selling the long association space at a high price, indicating that the confidence of the shipowners in the continued price increase in the market outlook is not firm. Considering the influence of detour factors, this year's peak shipping season may be delayed by about one month, and it is expected that the turning point of freight rates may appear in October. It is appropriate to pay attention to the anti-set opportunity of the 10-12 contract. Later, we need to pay close attention to the spot variables caused by the China-EU trade dispute and the delivery of new ships.