Entering 2026, the new reality facing the container shipping industry is that operational disruptions are no longer isolated incidents but are becoming increasingly commonplace. According to the latest weekly analysis from Drewry, global shipping lines have already announced the cancellation of 35 sailings between January 5 and February 8, accounting for 5% of scheduled sailings during that period. While 92% of services remain operational, the concentrated distribution of blank sailings—particularly on eastbound Transpacific routes (51%), Asia-Europe/Mediterranean routes (34%), and westbound Transatlantic routes (14%)—highlights the complexity of current capacity management.

Meanwhile, spot rates showed a slight rebound toward the end of 2025. As of December 24, the Drewry Global Container Index stood at $2,213 per FEU, up 1% weekly. The Asia-Europe route saw a moderate increase, the transatlantic route edged higher, while the transpacific route remained stable. However, the consultancy cautioned that structural factors—including geopolitical tensions, trade realignments, and extreme weather—continue to undermine the reliability of shipping networks.

Notably, Drewry anticipates partial restoration of Red Sea routes in the second half of 2026, potentially shortening Asia-Europe transit times. However, this may also trigger short-term volatility due to vessel reallocations. For shippers, the key in coming months lies in maintaining flexible transport plans, setting realistic delivery schedules, and closely monitoring freight rates and container availability.

As long-term observers, we believe that in this new era of “disruption as the new normal,” rather than passively awaiting recovery, it is wiser to proactively adapt to the rhythm—after all, a stable supply chain is never achieved by waiting, but by strategic planning.