Container capacity on the two biggest East-West trade lanes has largely recovered from the disruption caused by the Iran war, yet spot rates are still running well above pre-crisis norms. That combination — normalized sailings alongside stubbornly elevated pricing — is the clearest sign that this year’s rate strength has shifted from a pure supply shock to a demand-and-surcharge story. The Numbers Right Now On the transpacific, Shanghai to New York spot rates climbed 11% week-on-week to $7,902 per 40ft container, while Shanghai to Los Angeles rose 10% to $6,349.