Episode #7: Ocean Rates Jump 18% (The “Questionable GRI” Edition)
Description
What's up in freight? Thought you'd neve ask.
Asia→US West Coast popped from ~$1,400 to >$2,000/FEU and Asia→Europe to ~$2,300—driven by mid‑month GRIs and capacity pulls, not tariffs.
We break down why this smells opportunistic in slow season, whether Nov 1 sticks, and what carriers are blanking next, we talk about the impact of the new port‑call fees' minimal impact and air demand’s increase...with rates still still staying stable.
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