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Container Bytes #47: Red Sea Capacity Effects, Panama Adjustments, and Air Disruptions
Welcome back to Container Bytes! 📍 Julia Frohwein is feeling much better and less congested this week, joining Judah Levine to analyze the latest dynamics in global logistics.
In this episode, we unpack why renewed escalation between the US and Iran has pushed fuel prices back up to June baselines—around 60% higher than pre-war levels. While rising energy costs are setting a higher floor for freight rates, market levels on major trade lanes continue to be dictated by peak demand cycles and severe supply constraints.
We evaluate the Transpacific market as spot rates plateau at $7,600/FEU to…
The skinny
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