EU Trade Topic Structural Forces Sustaining Rate Volatility in Q2 2026

In Q2 2026, container rates on the Asia–Europe trade are expected to remain volatile at elevated levels, driven by geopolitical uncertainty, supply–demand adjustments, and structural cost pressures rather than short-term disruptions. This indicates that market volatility is increasingly structural rather than seasonal in nature.

As of early April 2026, the Shanghai Containerized Freight Index (SCFI) recorded 3406 points (Week 14) and 3300 points (Week 15), averaging 3353, slightly higher than March levels and suggesting continued underlying rate support despite weaker-than-expected upward momentum.

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