Maersk Guides Container Shipping Industry as Freight Rates Drop to Almost Two-Year Lows
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 19 2025
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Source: SeekingAlpha
Decline in Shipping Rates: A.P. Moller-Maersk and Hapag-Lloyd experienced significant stock declines of 6.6% and 7.5%, respectively, as container freight rates from Shanghai dropped to pre-Red Sea diversion levels, with the Shanghai Containerized Freight Index falling over 14% in a week.
Impact on Trade Routes: Spot rates for major routes, including a 31% drop to the U.S. West Coast and a 23% drop to the U.S. East Coast, indicate a downward trend in freight rates, with analysts predicting a bleak outlook for the upcoming slow season marked by Golden Week.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
