Financial Ports

Asia’s port gridlock could strangle global trade until mid-2027

CLAVE 1 / 48.5% of the global containership fleet is currently tied up in Asian port delays, removing capacity larger than all but four global carriers.

CLAVE 2 / 4Recovery to pre-congestion levels could take seven to 10 months, pushing resolution into mid-2027.

CLAVE 3 / 4Shanghai-Laem Chabang freight rates surged 22% to $1,609 per 40-ft box as Golden Week demand collided with capacity shortages.

CLAVE 4 / 4On-time arrival rates at major Asian ports plunged to 43.5% in July, the worst since January 2021.

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