Buy to Let

Maersk Just Raised Its Guidance Twice in Six Weeks. EBIT Nearly Doubled.

A.P. Moller-Maersk beat Q2 profit forecasts and raised full-year guidance for the second time in under three months.

EBIT nearly doubled — from $845 million to $1.6 billion, year-on-year. EBITDA guidance raised to $10.5–12.5 billion, up from $8–10 billion. Ocean segment EBIT jumped from $229 million to $935 million.

The reason? Elevated freight rates, tight capacity, port congestion, and continued strength in Chinese exports.

When the world's second-largest carrier raises guidance twice in six weeks — that's not caution. That's confidence in where the market is heading.

For container owners — the fundamentals just got a public stamp of approval. 📦🚢📈

📌 Source: Reuters / Global Banking & Finance Review — August 13, 2026
🔗 globalbankingandfinance.com/container-shipping-group-maersk-q2-profit-beats-forecasts
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Up 136% From Last Year. That's Not a Typo.

The Containerized Freight Index closed at 3,409 points this week — up over 11% in a single month, and up 135.95% compared to the same time last year.

136% year-on-year.

Last year at this time, the market was talking about overcapacity. This year, the index has more than doubled.

For container owners — this isn't a spike anymore. It's a completely different market than the one everyone was planning for. 📦🚢📈

📌 Source: Trading Economics — Containerized Freight Index, August 28, 2026
🔗 tradingeconomics.com/commodity/containerized-freight-index
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
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"This Is Not a Pull-Forward. It Is Real Underlying Demand."

That's Maersk CEO Vincent Clerc, on the company's earnings call this week.

Asia to US East Coast rates just hit their 2026 peak — Shanghai to New York up 10% to $8,706 per container. Shanghai to Los Angeles up 6% to $6,244.

Current weekly volumes out of Asia are actually surpassing the 6.2% growth the industry saw in Q2. Clerc says it's not temporary front-loading — it's genuine demand growth.

"This resilience is taking most observers by surprise," said Judah Levine, head of research at Freightos.

For container owners — when the CEO of the world's second-largest carrier says demand is real, not a spike, that's the kind of signal worth paying attention to. 📦🚢📈

Watch video: https://www.bloomberg.com/news/videos/2026-08-13/maersk-ceo-clerc-on-profit-lift-amid-global-bottlenecks-video

📌 Source: Sourcing Journal — August 2026
🔗 wwd.com/sourcing-journal/logistics/asia-us-east-coast-freight-rates-hit-2026-high-panama-canal-surcharges-1239125730
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
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W: buy-to-let.co

"It's a New Baseline." Not Our Words — The Loadstar's.

2026 marks the third consecutive year that peak season has arrived early — and this time, industry analysts are calling it more than a temporary spike.

Early bookings, tariff-driven front-loading, and sustained demand are converging to create what The Loadstar describes as a Q4 mini-peak forming on top of an already-elevated market. Pre-pandemic, rates would climb through July, August, September, and taper by October. This year's pattern is different — elevated levels are holding, not just spiking and falling.

When analysts start calling elevated rates "the new baseline" instead of "the current spike" — that's a signal worth paying attention to.

For container owners — a new baseline doesn't reset. It compounds. 📦🚢📈

📌 Source: The Loadstar — July 28, 2026
🔗 theloadstar.com/early-peak-season-creates-q4-mini-peak-its-a-new-baseline
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China Imports Up 27.4%. That's Not a Disruption Story. That's a Demand Story.

June containerized imports from China rose 27.4% year-over-year. Total US container imports hit 2.40 million TEU — up 8.2% from June 2025.

Far East to US West Coast rates rose 7% in a single week — and were 91% higher than a year earlier.

The Hormuz crisis explains part of the rate story. It doesn't explain this. Real cargo, real orders, real growth — arriving faster than anyone predicted for mid-2026.

For container owners — genuine demand growth is the kind of tailwind that doesn't disappear when a ceasefire is signed. 📦🚢📈

📌 Source: Southern Star Navigation — July 2026 Freight Update
🔗 southernstarnavigation.com/july-2026-freight-and-trade-updates
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
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The National Retail Federation just projected July 2026 US container imports at 2.47 million TEU — an all-time record.

Importers are front-loading ahead of an expected August tariff jump. Meanwhile, CMA CGM's $4,000 peak season surcharge kicked in July 10th. HMM added another $3,000 five days later. West Coast rates already past $7,000. East Coast past $8,600.

Carriers are also blanking six to eight transpacific sailings a week — deliberately keeping capacity tight even as demand shows early signs of topping out.

Record volume. Stacked surcharges. Controlled capacity. All three, at the same time.

For container owners — a record-breaking month is exactly the kind of month that pays. 📦🚢📈

📌 Source: US Shipping & Logistics News / NRF-Hackett Port Tracker — July 9, 2026
🔗 https://www.shippingcontainerdepot.com/us-shipping-logistics-news-july-9-2026/
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
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10.9% of the World's Container Fleet Is Stuck in Traffic. Literally.

Not at sea. Not in transit. Stuck in port queues.

10.9% of the entire global container fleet is currently tied up in congestion — the highest disruption level since 2022. Rotterdam and Antwerp are overwhelmed by vessel bunching. Hamburg is facing major rail delays and terminal blockages.

Front-loading from importers has completely exhausted booking space through early July, preventing any natural market correction.

When over 1 in 10 ships are stuck in queues instead of moving cargo — the boxes that are available become that much more valuable.

For container owners — congestion is doing exactly what scarcity always does to rates. 📦🚢📈

📌 Source: Global Ocean Freight Market Update — July 2026
🔗 yesstainless.com/global-ocean-freight-market-rate-rally-capacity-shortage-july-2026
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
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Rates Just Passed $7,900. And It's Not Even About Hormuz Anymore.

Container rates from Asia to the US East Coast just crossed $7,900 per FEU. Asia to West Coast up 8% to $6,175.

Here's what's interesting — market attention is shifting away from the Strait of Hormuz. This surge is now being driven by robust peak season demand and genuine supply-and-demand tightening, not just geopolitical fear.

That matters. Fear-driven spikes fade when the crisis fades. Demand-driven spikes don't.

For container owners — the market just found a second engine. 📦🚢📈

📌 Source: FreightWaves — June 2026
🔗 freightwaves.com/news/hormuz-in-the-rearview-as-asia-us-ocean-container-rates-soar-past-7900
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
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Q2 2026 returns came in at 7.27%.
That brings year-to-date returns to 14.69%.
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While freight rates are surging 276% above pre-crisis levels, ships are being attacked in the Strait of Hormuz, and global supply chains are being redrawn — your containers kept earning. Quietly. Consistently. Every single month.
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🌎 Containers serve world trade worth $25.88 trillion USD a year.
If you want in call or contact us!
📞 HongKong Office: +852.2679.32.89
📞 Dubai Office: +971.4439.63.86
📞 Sweden: +46.763.274.100
W: buy-to-let.co
-
Subscribe to our Telegram - get 5% cash back
T: https://t.me/buy_to_let