Container freight rates have a strong seasonal tendency to weaken in the period following the Chinese New Year (CNY), according to Sea-Intelligence’s analysis.
In 2025, however, the decline in spot rates is significantly more negative, than what can be explained by just seasonality.
“This could be the result of an aggressive commercial price war between shipping lines, potentially due to the switch-over to the new alliances, a weakening of the supply/demand balance, or a combination of both,”...
https://container-news.com/sea-intelligence-reports-major-east-west-capacity-growth/