ANALYSIS: Container rates don’t predict the future. They are the future, just earlier.
Container shipping is the invisible backbone of global commerce.
Sohum Karl Sat, 29 Nov 2025
The first tremors of global inflation in 2021 didn’t appear in spreadsheets or Fed minutes. The real economy hums across the Pacific in 40-foot steel boxes. When the cost of shipping a container from Shanghai to Los Angeles rocketed 1200%, it wasn’t a blip. It was the ocean warning Wall Street
