Welcome to the final Container Bytes of 2025! It’s been a year. We laughed, we cried, we watched spot rates do things that defy physics. (I’m not crying – you are).
The "Blink-and-You-Missed-It" Peak This year's peak season on the Trans-Pacific was… weird. Like, "my kids eating their veggies" weird. It was skewed entirely by the trade war front-loading. We saw rates hit $6,000 per container briefly in June/July as everyone panicked about the jump from 30% to 145% tariffs, but then it vanished. Asia-Europe volumes were actually up 8%, but rates sat around $3,000 (compared to $8k-$9k last year) because capacity just keeps growing.
Air Cargo is for Robots Now While everyone was worried about e-commerce, air freight decided to pull a fast one. Trans-Pacific air rates spiked over $8/kg—which is usually "Christmas panic" pricing—but it wasn't for fast fashion. It was laptops and AI microprocessors. Even with a dip in general e-commerce, the robot revolution is keeping planes full. I, for one, welcome the overlords as long as rates stay normal.
The Red Sea Wildcard Looking at 2026, the biggest threat might actually be things getting better. If the Suez Canal reopens, we aren't just going to see rates drop immediately. We’re likely going to see massive "bunching" at ports in Europe, leading to congestion, equipment shortages, and chaos before the overcapacity actually kicks in.
----
If you don't listen and share this episode, I hope your next BOL gets lost during the Olympic Curling finals.
----
00:00:00: The "Freak Year" Review
00:00:18: Why Ocean Peak Season was a hallucination
00:01:39: AI Chips vs. Fast Fashion ($8/kg Air Rates)
00:03:33: The Q1 2026 Forecast
00:04:46: The Red Sea "Bunching" Nightmare
This podcast is a little experiment from Freightos—and may not be around forever—so if you dig quick bites of freight wisdom, let us know.
For more detailed weekly freight updates delivered straight to your inbox, check out our weekly freight email. Want the freshest freight data on demand? Hit up terminal.freightos.com.