"90-day 'shipping frenzy' approaching? Tight situation of US trans-Pacific air cargo space is playing out again"

After reaching important consensus between China and the United States, the positive news at the macro level directly strengthened the logic of grabbing transportation for the main contract price of the container freight index futures. The main contract price of container freight index futures has seen significant increase after a rapid and substantial adjustment, with a cumulative increase of 32% since the beginning of this week, rising above the 1700 point mark, hitting a high for the past month. Currently, outbound enterprises are seizing the crucial 90-day "window period," and concerns about the uncertainty of trade policies after 90 days may be fueling a new round of "rush for shipments." Many freight forwarding company leaders have indicated that starting this week, everyone is rushing to ship goods, and the market rhythm is very tight, with the overall American route approaching saturation. However, it should be noted that in the previous rush for shipments caused by trade policies, the American route did not have a substantial impact on the European route. Lei Yue, head of the shipping group at Haitong Futures Research Institute, believes that if the volume of shipments on the American route increases, it may alleviate the capacity pressure on the European route from June to August, but it is expected that the capacity will still be higher than the same period last year. Whether the capacity on the European route will be reduced by reallocation to the American route will depend on the increase in shipment volume and the congestion situation at ports.