Golden Week Congestion Creates Artificial Capacity Surge on Asia-North Europe Trade

Severe Asian port congestion during Golden Week is causing an artificial capacity surge of up to 63% year-on-year on the Asia-North Europe trade lane, as delayed vessels combine with regular sailings. This temporary effect precedes an expected oversupply due to post-holiday demand drops and faster transit times. Shippers should anticipate significant schedule instability, cargo rollovers, and last-minute voyage cancellations in mid-to-late October.